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#TuesdayTip: Easy Access to Support Hub!
Have you ever run into an issue and went to search if other's are facing a similar experience here on Compass? If the answer is yes, you most likely went to the search bar on the main screen and typed in the root of your issue: perhaps searching "ACH payments" or "Donation Portal." While it is great to see what others have…
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Unrestricted/Project Match Process
This is our process for the new match announced recently that we're not allowed to "name" yet!
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Unused Capacity Grant Funds
Are there other funders out there that always end up with unused Capacity Grant funds? It's an easy $5,000 with a simple request process. Thoughts on why our nonprofits do not want to take advantage of capacity-building dollars? 🤔
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Scholarship Review Process
We have a difficult time recruiting volunteers to sit on the scholarship review committee. At this time, all reviewers score all of the applications (300+). How does anyone split the applications up so each reviewer isn't required to score/read all 300+ applications?
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Do any of our peer community foundations grant scholarships internationally? If so...
What should we be aware of when establishing a scholarship for international students/universities? Note: This would be an employer scholarship for dependents of international employees. What IRS guidelines are you using to govern your work? Are there particular nuances with the application, selection, or grant process for…
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Unrestricted/Project Match Process
This is our process for the new match announced recently that we're not allowed to "name" yet!
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Text messaging to students
Hello, I am trying to gather best methods to communicate with students. Email seems to be opened sometimes, but we are finding things going to SPAM, or simply not being read. We are thinking that texting may be the best method. I am wanting any process recommendations for texting to students. (Reminders to complete follow…
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Scholarship for study abroad students not getting applicants
We are struggling to get applicants for a scholarship meant for students who will study in a foreign country for one semester or more. The application is fairly simple, so no roadblocks there. And it doesn't seem to matter what time of year I open or close the application. I've reached out to several global studies…
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Taproot or Catch A Fire
Has anyone used Taproot or Catch A Fire? These two companies match grantees needing a professional service with a volunteer who will provide that service to them at no cost. The Donor buys into the service and gives access to their grantees. I am considering something for my small grantees without staff and needing much…
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Indiana
Welcome to the Indiana discussion group.
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Electronic Signatures
We are thinking of moving to Electronic Signatures for our grant agreements. In the past, we have required physical signatures from the grantee's CEO or CFO so we have not had the grant agreement completed through Foundant. Does anyone use a signature service like Docusign or Adobe sign? I hope you are all well.
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Expenditure and Check Approval/Signature
Our CF is in the process of updating/reviewing our internal processes and procedures regarding check signing approval/signature for both operational (AP) expenditures as well as grant/scholarship checks. We are a CF with assets of around $200m, total FT staff of 20 and a Finance department of 4 FT staff (CFO, Dir of…
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Congratulations to the October Top 10!
Congrats to @MadiSyring, @BethHarrison, @JulieKeller, @LaurenJournot, @RhondaThomson, @MaryKatherineKerr, @OwenMercer, @DanaJeffery, @AndrewTurenne, and @HeatherMcPeek for being on the October's Top 10 Compass Leaderboard! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be…
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Hello!!
Hey everyone! My name is Danielle Chin, and I am one of the new Fund Accounting Implementation Specialists for CSuite, here at Foundant Technologies. I am originally from Jamaica and started school at Montana State University to pursue an education in Architecture but that later changed to Business Management that I…
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Is NSPA membership worth it?
Hi! Is anyone a member of the National Scholarship Providers Association (NSPA) and thinks it is worth it as a scholarship provider? If yes, what would you say are the main benefits? If you were a member and cancelled your membership, why did you cancel? Thank you for any feedback you can provide!
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Scholarship Criteria
Good morning, We are in the process of reviewing scholarship fund agreements. We have several scholarships that list criteria like high moral character, worthy citizen, constructive attitude, potential for future success, etc. Our scholarship process is blind (student names are redacted from the application) and we have a…
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Ranked Choice Scholarship Scoring
Our organization utilizes a ranked scoring system for our Lilly Endowment Community Scholarship Program, and we are struggling to translate that system effectively into the evaluation tools in SLM. For this process, our evaluators are evaluating a pool of 10 finalists (one representing each eligible high school in the…
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Gender versus Pronouns??
Good afternoon!! I am new to the Foundant/Compass Community, and am looking forward to getting some great feedback!! Reviewing our scholarship application and wondering if everyone is using the term Gender on their applications or using Pronouns instead? What is best practice? Thank you so much! Kasey
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"Chosen Name" or "Preferred Name" field for scholarship applicants?
Hello! My organization is considering adding a "chosen name" or "preferred name" field to our scholarship applications after we discovered the need for such a field during our recent scholarship cycle. Do other organizations use a field like this in their applications? If so, could you please share the language that you…
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Funding for religious organizations
I am interested in gathering sample language about foundation support for religious organizations. Our guidelines currently indicate that we will not make grants to organizations that engage in proselytizing as part of their mission or programs, but we feel that we need better clarification on that. I would appreciate any…
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Bridging the gap - Grants and vouchers having special handling instructions
We are having a disconnect where a donor has asked to have a grant check sent to them rather than to the nonprofit (they want to present the check or include a note with the check before mailing it to the nonprofit) or sent to a 3rd party address for processing (for example, the donor has requested we send the check to the…
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GED & Gap Year Questions in SLM Application
Hi all. Just winding up our first year using SLM. Looking back we need to do a better job building the application to represent GED and/or gap year/not currently enrolled students. Curious what info. others gather and how they ask. Thanks in advance for any input.
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3rd Party Grant Management Fee
One of our partners (the city where we are located) has asked us about managing one of their grant programs. Now that we have GLM (just went live last month) this is a much easier concept and I’m wondering if anyone has any experience doing that in their city? Does anyone have experience in charging a fee for service, by…
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Shameless request for Compass votes! Check approval notifications
It would be so wonderful if the system had a setting that could be turned on to be notified when a check/batch has been approved. We have 2nd approvers for checks over $1500 on two different accounts. Sometimes it might take a day or two for them to get to them. The only way I know if I can print checks is to continually…
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WE'RE HIRING! Kitsap Community Foundation
Accounting Manager To succeed in this role, the right candidate will be to love variety, work independently, communicate well, and be super organized. We are looking for a motivated individual with a proven track record in both bookkeeping and office administration. The right candidate will be flexible and able to thrive…
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COI Tracking in Csuite
Hello- We are wondering if anyone uses CSuite to track conflict of interest for boards and committee. We have been looking at using the Org Roles to identify conflicts AND easily export that information for meetings and 990 prep. Example: a profile would be connected to ABC Organization with the role type "COI- Board…
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Position Filled
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GIFTVII Matching Gift procedures for CSuite
This topic came up in a Foundant meet-up discussion yesterday. If anyone has any procedures for how they processed the match in CSuite for GIFT 7 that might be useful for people to utilize for GIFT 8, please share! I have procedures I can share once I'm able to review and clean them up a bit.
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Anniversary year
Hi all, Next year is our 35th anniversary and we're trying to think of fun and impactful "gifts" to our various constituents - grantees, scholarship recipients, donors, and the broader community. Has anyone done anything like this? Other anniversary ideas you would like to share? We are likely not doing a big event but…
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New Opening for Finance Director in San Diego
What We Do For over 40 years, Rancho Santa Fe Foundation (RSFF) has provided a high level of service by developing personal relationships with our donors and providing exceptional stewardship of the funds invested with us to ensure great community impact for North County San Diego. With nearly $150 million in assets under…
