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ACH Scholarship payments
Hello All, We've moved our grant payments to ACH, and now we're working on using ACH for scholarship payments. In the past, we mailed a check for each student award along with a cover letter. Sometimes that meant sending 10 or more checks and letters in one envelope to the school. For those of you currently using ACH for…
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Greetings!
Hello everyone! My name is Quentin Courtney and I am one of the new Client Support Interns here at Foundant Technologies. I am originally from Missouri, but have spent time post-college in Colorado as well. Some things I enjoy include hiking, golf, and video games. I look forward to working with you all!
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Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
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Scholarships are in, now what
I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures.…
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Out of Country Scholarships
Hello! Does your Foundation have a policy for scholarships when the University is out of the country? For example, a US student, that meets all of the requirements of the scholarship, but the University they are planning to attend is located in a different country. (Note: This is not a Study Abroad program). How do you…
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District Wide Common Scholarship Application Software
Hello! Has anyone successfully partnered with other scholarship providers in their area to put application processes from different organizations onto the same software? The vision is a scholarship software solution for the entire school district so there is just one place that students go to fill out scholarship…
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Procurement Software: Is anyone using procurement software and interfacing it with CSuite Vouchers?
Hello, We are looking to improve and streamline our invoice payment process. Wondering what other Foundations are doing. Does anyone use procurement software and interface it to CSuite to create vouchers? We would appreciate a conversation if you have any ideas. Thanks in advance for you thoughts! Elaine Nedder Stewardship…
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Reverse Scholarship Program
Good morning, If you are running a reverse scholarship program, I have questions for you! Are you storing applicants social security numbers in SLM? Have you converted any existing scholarship funds to fund a reverse scholarship? Thank you,
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Is there a place in the grant budget for facilities our nonprofit owns outright?
Through strong local support our nonprofit owns our campus and facility outright, so our grant budgets never include rent or mortgage. Yet it seems to me there should be some way to show this value in a grant budget. Afterall, this is money we don't have to spend to continue our programs. Can I show it in the budget as…
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🏆 March Madness: Meet the Top 10 🏆
Congratulations to @LisaDiehl, @EmilyBuck, @janisholloway, @RachelTripp, @MishelleBeith, @NikkiHilchey, @MeghanDoyle, @MelissaSiewert, @JodiBeers, and @JacquieHunt for being on March Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to see who the…
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Agency funds training
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the nonprofit support services we offer. We also try to meet one on one with these nonprofits, but we know frequent turnover…
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Cryptocurrency Donations
Hello! Does anyone take Cryptocurrency donations? We recently received our first one through Engiven and I'm just wondering what the process for the audit was like. Also, We did not treat this gift like a gift of stock, it was entered like a normal ACH gift. However, we were not sure how to enter it and account for the…
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Happy 4th Birthday, Compass 🎂
It's time to break out the confetti and party hats because we're celebrating our 4th anniversary! 🥳 Can you believe it's been four fantastic years of sharing, learning, and growing together? To mark this special occasion, we're excited to announce some incredible prizes for our top contributors: 🌟 Top 3 Most Viewed…
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Payment Options
For donors, does anyone have payment options other than credit card or cryptocurrency on their website? I'm thinking e-check, quick checkouts, google/apple pay, venmo, etc for mobile options. If you do have these other options, can a donor who creates an account save their payment information for quick check out in future…
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Class rank as part of evaluation process
One of our local school districts will be eliminating class rank as part of their student data, and their guidance office reached out to me for some input. We don't use class rank as part of our scholarship evaluation, but I know other organizations may, so I told her I would reach out to other scholarship providers. Their…
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Tuesday Tip: 📸 Upload Your Profile Picture Today! 📸
Let's put faces to the names! Upload your profile picture to your Compass account and: 🏆 Earn Points: Boost your Compass rank! 🎖️ Earn the "Photogenic" Badge: Show off your style! 🌟 Create a Friendlier Community! Click your profile in the upper right. Select "Edit Profile." Click "Change My Picture" on the left. Upload…
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Tuesday Tip: 📸 Upload Your Profile Picture Today! 📸
Let's put faces to the names! Upload your profile picture to your Compass account and: 🏆 Earn Points: Boost your Compass rank! 🎖️ Earn the "Photogenic" Badge: Show off your style! 🌟 Create a Friendlier Community! Click your profile in the upper right. Select "Edit Profile." Click "Change My Picture" on the left. Upload…
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Note keeping across staff
Hi - I searched but couldn't find this thread already. We have several staff out in the community having conversations with orgs, performing site visits, etc and want to establish a good way of sharing that information across the team. How do other CFs track notes and takeaways from meetings with nonprofit orgs and other…
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Submitted GPA vs. GPA on the transcript
Hello scholarship administrators. We are struggling with the GPA inputted by students vs. the unweighted GPA on the transcript. Although we specifically ask students to input their unweighted GPA as it reads on their transcript, we have found that often it's not a the same as what's on the transcript...which we discover…
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Team Coordinator position in Chicago, IL or Lake County, IL
The Hunter Family Foundation (HFF) is seeking its first Team Coordinator to help strengthen our communication, partnership, and administrative capacity. Our small but mighty team hopes to bring a highly collaborative, detail-oriented problem solver onto our staff as we grow and deepen our work together and in our…
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Hiring 2 Outreach Program Officers - United Arts of Central Florida
United Arts of Central Florida seeks two (2) Outreach Program Officers to play a vital role in developing and implementing engaging outreach initiatives that expand our reach, build relationships with key stakeholders, and advance our mission. This role requires a blend of creative curiosity and strategic thinking. Read…
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Marketing Documentation
Our team really wants to focus on building awareness of our larger funds and showing the community what the fund is contributing to. We have decided that we are going to showcase these funds on social media platforms or create blog posts, but we want to document that within Foundant. Does anyone have any good ideas on what…
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Ability to download shared templates in Compass
Hi all, I would love to be able to create a shared space in Compass where we could add templates or processes and procedures to share. Would this be possible to add to compass point and would others support this idea? Please forgive me if this should be in idea lab :) Thanks, Mary Ellen
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Merged fields in TY letters
Hi! We are retooling our TY letters for the new year. We currently used merged fields such as name, address, donation amount, fund name, date, check #, etc. We would love to be able to merge the fund purpose (current CSuite field) into the TY letter as well. Is that a possibility? Any tips greatly appreciated. Thank you…
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Is there a name for the feeling you get when submitting a grant application/LOI/RFP?
Or is it just adrenaline? 🤸♀️🤑🎉😝
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FAFSA Delays
Hello! I'm struggling with deciding how to best move forward with our scholarship application due to the FAFSA delays. We typically ask students to upload a copy of their FAFSA Student Aid Report and have them input their Student Aid Index found on the report. The problem is that many students have submitted their…
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🌟 February's Top Trailblazers 🌟
Kudos to our Top 10 community members who lit up Compass with their engagement and dedication throughout February! 🎉 Let's give a round of applause to: @EvannaHardin, @BryantPhillips, @juliedowell, @FionaRoss, @TinaMoreno, @TempesttBui, @AnnKvach, @AmyPearson, @LinseySauer, @JessicaGilmore As a token of our appreciation,…
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CFGC is Hiring a Community Investment Manager
About the Foundation For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions and their values with purpose, so that they can have a meaningful impact on the community. The mission of the…
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Finance and Office Administrator Position-- Hiring PT
Job Posting – Finance & Office Administrator, The County Foundation The County Foundation is one of 201 community foundations across Canada, offering collaborative leadership and funding to support initiatives that benefit our community. Our ongoing work as an asset-builder and grant-maker provides a strategic perspective…
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Successor advisor form
Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
