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Introduction
Hey everyone! My name is Graham Smith, and I am one of the new Client Support Interns here at Foundant Technologies. I am originally from Denver, Colorado and, I am a senior studying Finance with a minor in International Business at Montana State University. I currently live in Bozeman, Montana. I became interested in…
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Best Practices for using ACHs
Hello, Our foundation is thinking of moving away from checks and utilizing ACHs to make our grant payments. I was wondering how other organizations that are using ACHs get the banking information from the recipients. Thank you for your input. Linda Cleveland
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Connect Dublin 2025 Presentation Deck
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Elias Vesbach Introduction
Hello Everyone, I am Elias Vesbach, a sophomore at Montana State University. I am double majoring in finance and accounting while also getting a minor in small business management and entrepreneurship. I am originally from Columbus, Montana. I love to do all the Montana things, including hiking, fishing, skiing, and…
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Scholarship Deferral Policy
Every year we have a couple of students who wish to defer their scholarship for an academic year for one reason or another. Do you have a policy that states what your rules are and gives the reasons why a deferral would be granted? Is this a separate policy or written into your Scholarship Policy? For a bit of background,…
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Email from Luzmo
I tried emailing a PDF of a dashboard to myself yesterday and never saw it arrive. I found it today in my junk folder from "Luzmo." Are there plans to make that email feature look more Foundant legit once the tool is live? I ended up downloading the file and emailing it myself because I didn't want my co-workers to be…
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Distribution rate from 4% to 6%
Staff at our foundation are recommending that the Board consider increasing our 2026 distribution rate from the traditional 4% to 6%. This recommendation is based on two key factors: stronger-than-anticipated investment returns in 2025 and the expectation that nonprofits in our region will face increased demand and…
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Universal Fund Agreement
Hello, We are considering creating a Universal Fund Agreement. Would anyone have a template they might share with us, as a sample? Thank you! Sally Hermann St. Croix Valley Foundation
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Share what you have built!
We would love to see what you all have been building. Please post your favorite new Dashboard below!
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SLM Slides
Thank you for joining me in Nashville! If you would like any of the example process I shared during any of these sessions, please comment and I will upload those into your sandbox site!
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CSuite FA - Cash Balancing - Nashville Slides
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FA - Configuration & Settings Optimization - Nashville Slides
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CSuite FA - End of Period - Nashville Slides
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CSuite FA - Financial Reporting & Financial Views - Nashville Slides
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GLM Session Slides
Thank you for joining me in Nashville! If you would like any of the example process I shared during any of these sessions, please comment and I will upload those into your sandbox site!
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slides
Good Morning. Some slides haven't been uploaded from the conference.
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CommunitySuite- Campaigns
Here are the slides from the Campaigns session! Feel free to keep the conversation going here!
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CommunitySuite- Data Visualization Session
Hello All! Here are the slides from the Data Visualization session. Feel free to ask questions here or share the dashboards you have created. There is also another post in this Compass group that links to the larger Data Visualization discussion as well!
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CommunitySuite- Opportunities
Here are the slides for the opportunities session. Feel free to continue the conversation here!
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Nashville Regional Training
We have opened registration for our upcoming Regional Training in Nashville. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 November 11, 2025 – November 12, 2025 📍 Nashville, Tennessee Register here to connect with your Foundant peers at…
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CommunitySuite- Profile Management
Here are the slides from the CSuite Profile Management session. Feel free to continue the discussion here and share your profile management best practices here!
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CommunitySuite- New Functionality Slides
Here are the slides from the New Functionality session. Feel free to continue the discussion and let us know what your favorite new feature or upcoming feature is!
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Compass Discussion on CSuite Data Viz
Hello All! Here is the discussion in Compass around the CSuite Data Visualization. Feel free to share any dashboards you created here and ask any additional questions! https://community.foundant.com/funders_community_foundations/discussion/3111/communitysuite-fundamentals-training-webinar-09-24-2025-data-visualization-tool
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Welcome to Nashville!
It's great seeing you all here in Nashville! We will be posting presentations here once the training is completed. Happy learning! Kellie
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Grant Application Scoring Rubric
Hi everyone, Just curious to know how you all score your grant applications. We have specific questions on our application that are worth up to a certain number of points and displayed on the application for applicants to see the weight of that question. The Board then scores the responses to get a total score for an…
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Universal Application Flow
Hello! Is anyone willing and able to share a high-level summary of their common application sections? Trying to see what is the best way to organize all sections :) Thanks!
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Collaboration Grants
Does anyone do collaboration grants where multiple organizations come together and submit one application for the group? If so, how do you process these and track them in the system? We are currently having one organization be the primary one to submit the application and who we make the award to, but knowing that funds…
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October's Top 10 Compass Members!
Happy November! 🍂🍁🦃 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout October! Let's give a round of applause to: @MariusDereskevicius, @AndreaGerhard, @SaraNickels, @JesikaEllis, @SusieLotreck, @DebVaughn, @JackieLaw, @sydneydetweiler, @SydneyMurrell, and…
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Foundant Table Talk Discussion at FPN Summit in February
Are there any other early adopters from Florida who will be attending the Florida Philanthropic Network Art of Philanthropy conference in February? I saw there's an early morning Table Talk discussion with Foundant one of the days, so if anyone is also attending I would love to connect!
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Visualizing Nested Lists
We’re currently using a Nested List question type to define our Program Areas. Is there a way to create a visual that displays the branches within a specific Program Area, rather than just the main category? For example, if our list is: Health > Health Care, Hospital, Mental Health, Research; we’d like a visual that…
