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Tips for creating and forecasting a managed funds budget
As we all strive to effectively manage and grow our funds to support our mission and community, I’m interested in learning more about best practices for creating and forecasting a managed funds budget. Specifically, I’d like to hear from you on the following points: Revenue Projections: How do you estimate investment…
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Dedicated Data Entry/Database Manager
Hello, I'm researching how other Community Foundations manage keeping CSuite profiles updated, do you have a dedicated team member? We are looking to hire a dedicated person to do all of our data entry/profile updates + pulling reports and lists and managing campaigns etc. I'm wondering the following Do you have a…
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alternative to deceasefinderrecord?
We are looking into other platforms that are similar to but not DeceaseFinderRecord (Blackbaud). Do you use a platform to search for deceased information for records in your database? If so what do you use? Are the results reliable?
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Annual transfer of Operating Net Income to a Reserve Fund?
Wondering if anyone else has worked out the mechanics behind this kind of a transaction. Essentially we have an 'Operating Reserve' and each year the Net Income (with a few adjustments for fixed asset acquisitions and depreciation) is intended to be rolled into that Operating Reserve. The way we are set up now we have the…
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🎉 July's Top 10: Outstanding Members! 🌟
Congrats to @BelarminoCastellanos, @RachelScott, @hankdrew, @KellyScott, @MicheleBenavidez, @glendatowns, @TracyEads, @CaroleTarrant, @KellyMartinka, and @SamMueller for being on the top 10 leaderboard for July! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to…
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Greetings from Minnesota!
Hi everyone! My name is Callie and I recently joined the Foundant Product team as the Product Owner for GLM & SLM. I have more than 8 years of experience in the scholarship industry supporting non-profits, community foundations, corporations and colleges and universities with their scholarship and emergency grant programs…
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BI & Report Automation Tools
Hello! Our grants teams is looking to enhance our data visualization and reporting. I have begun researching various tools and platforms to analyze and automate some reporting functions. Curious if there are any folks who are actively using any BI or Automated Reporting tools? Perhaps any tie-ins with Foundant and best…
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Navigating Colleges Payments Post Award
Hello everyone, We often get students (or their parents) coming to us to ask what's happening with their scholarships once it has been to sent to a particular school. While I don't mind following up with the school to ensure the funding was received, I often feel like I am being asked to navigate each school's method from…
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Nice to Meet You All!
Excited to join the team! My name is Rachel and I'm joining the Foundant team as a Product Marketing Manager. I went to college at the University of Missouri where I dual-majored in English and Art. Since then, I've worked in product & services marketing and am ready to apply my skills to the philanthropic sector. I…
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Training Materials for executive Level Support Personnel
Greetings! I am working with our power users on materials that we want to develop for training of our executive-level leadership team members whom we want to engage on the key aspects on how to use and even run our donor-driven grant program via Foundant. Do you have any step-by-step materials that are easy to consume and…
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Scholarship Grant Press Release
Do any of your community foundation's do a post-scholarship grant award press release? If so, what kind of information do you share and more importantly does it get published? 😂 Any examples are appreciated!
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Scholarship Thank You
We require the students to write their "thank you to the donors" on the follow-up form when they claim their scholarship. If they received more than one scholarship, they write one thank you. I attach the letter and email it to the donors/fund advisors. I'm curious on how others handle thank you letters. This is our second…
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How does your Foundation assess Final Reports from nonprofit and government agency grantees?
Hello! I am the new Community Investment Officer at the Hamilton Community Foundation. I'm curious how other foundations evaluate Final Reports from nonprofit and government agency grantees? We currently ask for the following: Project Goals and Anticipated Outcomes, Attainment of Goals and Lessons Learned, and Measurement…
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How do you reverse a donation?
We have a donation posted to a Profile which is actually from several Donors. We need to reverse the original donation and post the correct donations. (We have posted a negative donation amount and this works, but we've found you can't edit a negative amount in the Donation record.) How do you post a reversal of a donation?
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🎉 June's Top 10: Outstanding Members! 🌟
Congratulations to @LenoraLaVictoire, @JesikaEllis, @MollyCerroni, @glendatowns, @AlexQuesada, @PhillipTran, @DeniseGonzales, @NikkiHilchey, @SusieLotreck, and @JenniferMeckling for being June's top leaders! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to see…
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Electronic Signatues
Aside from working at Foundant, I am also involved with small local nonprofit. We are looking for inexpensive way to collect electronic signatures for our Volunteer agreements and Harassment policy forms. Any great suggestions?
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Mobile App for staff expenses
This is a rather practical question. Our staff have travel and office expenses paid personally to be reimbursed by our Foundation. Is there a reasonably priced Mobile App that you might suggest to capture and categorize the receipts to make things easier and less time consuming for our staff and bookkeeper?
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Hello Everyone!
Hey everyone! I am Arseniy Marshak, one of the new Client Services Interns starting at Foundant. I am from Redmond, WA (though I was born in Moscow, Russia) and currently I am finishing up my 3rd year at Western Washington University as a Business Administration Management Information Systems student. I found out about…
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What techniques have you used to sound more assertive when doing cold calls with prospects?
Hello, I recently had great training regarding fundraising prospecting and cold calling. My background is programs and customer service and my feedback was that I sounded like a recording and I could be more commanding. I was giving energy that said "you can get rid of me." It was a great lesson because I realize I need a…
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Unique Workflows with an Advanced GLM license
Follow up thread from GLM/SLM Expert Webinar | Unique Workflows with an Advanced License.
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🌟 May's Magnificent Members: The Top 10! 🎉
Congratulations to @StuartReid, @BroganOBrien, @BelarminoCastellanos, @LisaAPickerman, @SydneyMurrell, @JoleneWillis, @MollyCerroni, @EleniZulia, @GeoffreyOConnell, and @DawnGrundeman for being May's top leaders! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to…
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Hi Everyone!
My name is Keenan Hahn and I am one of the new Client Support Interns here at Foundant. I am from Cheney, WA but now am going into my Junior year of college at The University of Montana. I like to do just about anything outdoors and love to spend time with my friends and family. I am excited to work at Foundant and to meet…
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Recurring ACH donations
Does anyone use Stripe to process recurring ACH donations? Is there a way to link these donations to a promise or pledge?
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Field of Interest Funds
Can anyone share any information they have or sample fund agreements for their Field of Interest funds? We are wanting to fine tune our policies around these types of funds as well as update our fund agreement to align. Thank you in advance.
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GLM - Duplicate Filing Systems
Our foundation transitioned to Foundant around 2015, and since then, it has continued to file requests, follow-up submissions and communications processed through Foundant on our network drives as a backup. Any information collected or generated outside of Foundant is saved in our "efile" for the organization, and a copy…
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New Grant Hub Pro User
Hi Everyone! I'm new to the community and looking for other members who are using Grant Hub Pro. (Why does this feel eerily like my 1990's Match.com profile post?) My name is Danielle Leek, I'm a consultant working with an incredible non-profit organization in Northwest, IN. First Things First provides programming to…
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New Fund Checklist
We're new to CSuite and coming from an "undocumented" FIMS environment. Wondering if anyone has a New Fund checklist you'd be willing to share...
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Artificial Intelligence - Examples of Grant Agreement contract provisions
Are funders including clauses in their grant agreements regarding grantees use of artificial intelligence in their grant-related work, data collection/analysis, etc.?
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CFGC is hiring a new Senior Director of Marketing & Communications
Please visit this link to apply to this job posting. 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…
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Connecting Donors with Funding Opportunities & Community Needs
We are a state-wide community foundation and are frequently contacted by organizations and municipalities throughout the state who have funding needs and have questions about what opportunities our CF offers. In some cases, our community funds or grant programs can meet these needs, but many times we don't have a program…
