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Charting Projected Giving/Workflows
Hi Compass, I'm wondering how others are understanding and charting their projected giving. We're currently struggling to understand what our next year looks like in terms of paying out installments, and how heavy our reporting workflows will be because there isn't a straightforward way to track estimated/anticipated…
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Second Semester Scholarships
Help us settle a debate. We have a number of scholarships that are paid in the student's second semester (usually January). Should the payment of these scholarships be counted toward the year they were awarded, or the year they were paid? For example: a student graduates in 2023 and is awarded a scholarship to be paid…
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Looking for a general "intake form".
Can anyone share a link to or attach a general "intake form" that your foundation uses for an initial call or email about starting a scholarship or new fund.
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With the FAFSA issues, has anyone changed the application for finanical information?
As a Community Foundation with a Live scholarship application, I have received a couple of calls from frantic students. I have the FAFSA estimator in my application and am considering using that number for financial-based scholarships. We could change the due date to later, but I want that to be my last resort. I am…
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Outside Funding for an Employee Emergency Relief Non Profit
Hi, we are a nonprofit employee emergency relief fund helping our employees across the US through unforeseen financial hardships. We are proudly funded by employees for employees but would like to be able to learn if there are any outside funding/grant opportunities that we could explore to help with our limited funding.…
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How many Wisconsin-based foundations are in the GrantHub Pro database
The nonprofit I'm working for is considering different options, and we'd like to know how expansive GrantHub Pro's database of Wisconsin-based foundations is. Ideally, we'd find a software/platform that lists many so that our nonprofit can pitch them. Thank you!
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We’re hiring! Donor Services Officer for our growing community foundation
The Hamilton Community Foundation in Hamilton, OH is growing and in need of a full time Donor Services Officer to help us with new and existing donors. The Hamilton Community Foundation is the oldest and largest community foundation in Butler County, OH. We are looking for an engaging, and professional individual to join…
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Congrats to the January Top 10 Leaders!
Congratulations to @TessDeHart, @AmyNossaman, @ErinArmstrong, @BrittanyBailey, @vaseycoman, @chandrabrubaker, @ElaineHolliday, @FionaRoss, @PattyMastel, and @CarrieMiller for being on January's Top 10 Leaderboard! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered…
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Bequest Scam Warning
Hello all, We wanted to make everyone aware of this scam that was attempted on our Community Foundation. Please share this! We received an email (copied at the bottom of this post) from someone stating his mother, Julia Sadler, had recently passed away and indicated in her trust that she would like donations made to…
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Required Financial Documents for a Grant
What financial documents do you require from an organization requesting a grant. Specifically, do you require an audited financial statement from the organization requesting a grant? If not, what do you require and what do you suggest we look for?
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Funds released on training completion - best practices
Hi, Our organization is looking to create the process for the following grant and I was wondering if anyone else has implemented a similar grant? What worked, what did not? Any landmines I should look out for? [Some of the grant overview language is off as names of our partners have been redacted.] Grant Overview: Through…
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Multiple tribute cards under one tribute object.
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
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When do you disburse your scholarship funds? Timing of scholarship fund disbursement
Hello everyone! When do you send scholarship checks to your recipients' school/university/college etc? Is it possible to send funds in May? In the past I have disbursed the funds for new recipients and renewal recipients in August/September. However, my boss was wondering if we could disburse the funds right after making…
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Third Party Request Form
How can I resend the original third party request email? Our grantees miss it when it comes through and then ask for us to resend it. I can send a e-mail from that page but it doesn't include the original link.
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Thoughtful Application Design [Connecting and Continuing the Conversation]
Hello, Friends! Our recent webinar on crafting applications that truly connect had some of our highest engagement. We're starting this discussion as a "hub" for the folks looking to connect with other attendees, continue conversations started in the chat (transcript to come), and build on the advice our presenters shared.…
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Capacity building grant application samples
We are in the process of updating our capacity building grant process. I am wondering if anyone offers capacity building grants and would be willing to share their grant application with us. Thank you.
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Chart of Accounts
Are there guidelines and best practices on how to set up and maintain your nonprofit's chart of accounts? How does the structure of your chart of accounts impact your ability to plan and understand your budget - as well as create and analyze your financial statements? Join us on our webinar to learn more.
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Grant Acceptance Forms & Best Practices
Hi All, I am reaching out for your best practices when it comes to signing grant acceptance forms. Currently, our Foundation has a grant acceptance form built out in GLM that is assigned as a follow-up form. Below are the questions that we ask regarding authorization to sign/accept. Most often, we find that the person who…
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Student thank you videos - which platforms are you using?
Hi everyone, We have decided not to continue our annual scholarship reception event. Instead, we plan to gather student thank you videos to share with donors individually and the public. We are currently looking at two platforms: Thank View and Memory Fox. Does anyone have experience with either or both and have…
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How to handle FAFSA delays in scholarship judging?
Hello, I'm a newer admin and first time post-writer. Our scholarships give consideration to FAFSA results, but this year there are major difficulties for students in completing the FAFSA form. How have you handled this issue? Financial need isn't among our highest priorities, so I'm considering removing the FAFSA questions…
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Would anyone be willing to share an example of their process summary?
Hi, we are a family foundation in CT and I am in the process of working on our grant application in the GLM. We do not accept unsolicited proposals. However, any example of a process summary would be useful; just to get me started :) TIA!
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Program Scholarships
We have a new scholarship opening that is funded by several smaller scholarships. Students will apply to the one "master" scholarship and the financial awards will come from the individual funds. Wondering if anyone has had this situation and figured out how to simplify/streamline the award process in SLM and CSuite. Thank…
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Congrats to the December Top 10!
Congratulations to @MikePuccio, @DorenaGeary, @AmyDell, @MeganPierce, @HeatherFraser, @MatthewJohnson, @LauraCochran, @SusieLotreck, @DebbieStanton, and @JennieGeisheimer for being on the December's Top 10 Compass Leaderboard! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will…
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Marketing Scholarships to Non-traditional Students
Our foundation needs help reaching continuing college and nontraditional students to notify them of scholarship and educational loan opportunities available through our foundation. How are other community foundations marketing to prospective scholarship applicants who are not in high school?
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How do other Canadian foundations produce a receipt report for their audit and T3010?
Hi, I am trying figure out how to get a report that has our receipt numbers on for our auditors. There are so many fields to pull for a custom report and I have been unable to produce one. We also switched from RE to CS mid-fiscal year.
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Negative Spendable Balance after posting grants and scholarships
Hi everyone, Our foundation has recently discovered that we are having some grants and scholarships post thru the system without flagging us that the spendable balance will go negative. It is not consistent and we have tried various scenarios to reproduce the problem. We've reached out to support and it has been escalated…
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Eligible Organizations for Scholarships
Good Morning, Has anyone had experience issuing a post secondary scholarship to a school that was deemed not an "eligible educational institution" (see below definition from the IRS). We recently came across a scenario where a trade specific school (i.e. Welding, Electrical) said that they cannot accept funds from a…
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managing the number of applications per quarter
I am a new grants administrator for a small community foundation. The foundation currently accepts applications quarterly, but the number of applications received varies a lot and some quarters, the Grants Committee (3 board members and the foundation ED) complains that there are too many to review. They would like 15 - 20…
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As a CF, how do you determine who is eligible to receive your annual unrestricted grant dollars?
Our unrestricted Community Endowment has received its first large estate gift. To this point the grant distribution from the Community Endowment has been very small. We would like to learn more about the process to determine grant recipient(s). Does the community foundation have specific areas of interest when granting…
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Community Suite Consultant 'Guru'
Hello everyone, 😀 I want to introduce myself and let you know that I am providing community foundations and non-profits with Community Suite consulting. I worked at Foundant from 2016 to 2023 and implemented over 125 clients during my time at the company. My implementation experience ranges from start-up foundations to…
