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Easy Exit from Visualization Tool
Hi all! I feel silly asking.. but when I'm done in a dashboard how do I simply get back to the Visualization Dashboard List or Foundant home?
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September's Top 10 Compass Members!
Happy October! 🎃👻🍁🕸️🦇 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout September! Let's give a round of applause to: @JoleneWillis, @AndrewBusch, @TeriKleckner, @AustinSchroeder, @SaraNickels, @jillfreese, @nicolehorn, @BethHarrison, @BrandyTighe, and…
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Data Visualization Bug Fix!
Hi everyone, I wanted to let you know that the bug we encountered with being unable to search within data sets by Process Name has been fixed. Additionally, the (i) icon should appear and when you float over it, you will see what processes that field is associated with. Thanks for you patience on this and we're glad you're…
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Approval Data Set has multiple Amount Awarded fields
Hello, I am working on an Historic Investment Dashboard (12 years worth of processes). I am adding from the Approval Data set and see quite a few Amount Awarded, and Amount/Grant Amount Requested fields. I’ve tried to create derived columns with no luck. It was mentioned that support could help relink these duplicate…
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Tracking Bequest types in CS
Hello all, We are tracking our Giving Society donors with an opportunity. One stage is Bequest Notification. Is anyone tracking types of Bequests like real estate, insurance policies etc? I was thinking we could add more stages. Let me know if you are doing this and your thoughts. Thanks for any ideas or input. Mary Ellen
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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Who can submit a grant application?
Do you accept grant applications from applicant organizations that are essentially a one-person incorporated entity (with one individual responsible for all aspects of the grant, including financial management and disbursements)? If so, how do you approach funding decisions in these situations? Do you fund this type of…
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How does your organization break down fund groups, subgroups, divisions, and segments?
Hello! We're currently evaluating how we utilize the organization of fund groups, subgroups, divisions, and segments and would love to hear how other community foundations are using these categories. Currently we use group like fund type - as in endowments, DAFs, fiscal sponsorships, scholarships, and community funds. But…
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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Regional Trainings 2025
Do you have information on other upcoming Regional Training dates & locations for 2025? I know some have been announced, but we're trying to be sure what's ahead is on the calendar for this year and budgeted for so we can plan and staff accordingly around our events and scholarship/grant cycles. Particularly interested in…
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Foundant Events Update: Milwaukee Regional Training Wrap Up and Upcoming Trainings
We're so grateful to have been hosted by the Greater Milwaukee Foundation for our most recent regional training held September 17 & 18. 60 intrepid clients came together for 2 days of learning and networking. The highlight of the training was an introduction to the new Data Visualization tool that will soon be available to…
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Flexible Funding
Good afternoon! The St. Louis Philanthropic Organization (SLPO) awards grants of up to $10,000 to support programs that improve the quality of life for St. Louis City residents, allocating an average of $400,000 annually. SLPO is a relatively modest-sized funder, managed with the support of a part-time consultant.…
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What to watch before first webinar?
I saw a pop up when I logged into Foundant this morning that linked to something to watch before the first webinar tomorrow, but now I can't find it. Could someone share?
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Thank You to Our Amazing Early Adopters!
We want to extend a huge thank you to everyone who joined us for today's fundamentals webinar! Your enthusiasm, thoughtful questions, and engagement made the session truly valuable for everyone involved. We're so grateful to have such a dedicated group of early adopters helping us shape this journey. For Those Who Attended…
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501(c)4 organizations
Good Afternoon, I am running across an issue and I was hoping the community could help me! I recently had a donor wanting to use their funds and when I looked up the organizations they are both 501c4 organizations. I entered the grant and I was able to approve the one organization and make it eligible to receive grants.…
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Session Slides - GLM/SLM - Merge Templates for All Occasions!
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - GLM - Unique Workflows
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - GLM - DIY Fine Tune
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Session Slides - GLM - Tables & Branching
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Session Slides - SLM – Building Better Forms
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Session Slides - SLM (and GLM) – All Things Communication
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - SLM Decisions Workflows
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - Intro to Data Visualization
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - Overview of New Functionality for GLM & SLM
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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August's Top 10 Compass Members!
Happy September! 🏫🍎🍂🌻 A huge congratulations to our Top 10 Compass members for August! Your energy, dedication, and thoughtful engagement kept conversations thriving. We’re grateful for the impact you’ve made! Let’s give it up for: @MariusDereskevicius, @LenoraLaVictoire, @SaraNickels, @MeredithEdwards, @LinaSpaes,…
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Coffee Talk 8/16 - Building Better Evaluation Processes
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Tracking Bequests and Beneficiaries
Hello, I am looking for best practices on how you are tracking bequests. We currently have an Opportunity that indicates they have a planned gift, and the beneficiary is a note. We want to find a better way to report on this. Thanks for any ideas you may have. Mary Ellen
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Dallas Data Visualization Training
Just wrapped up an energizing in-person training on the New Data Visualization Tool with an incredible group of clients! 🎉📊 A huge thank you to everyone who joined, asked thoughtful questions, and brought such great energy to the room. It was a pleasure exploring how to turn complex data into clear, impactful visuals with…
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Long Beach Community Foundation is Seeking a Grant and Scholarship Administrator
Hello Compass Community, One of my fabulous clients, Long Beach Community Foundation, is hiring for a Grant and Scholarship Administrator. This is a full time, salaried role based in Long Beach or the Greater Los Angeles Area. Remote/In-Office hybrid. You can see the job description and additional information here:…
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Applying Donations to Spendable
We are looking into allowing donors for endowed funds to apply some of their donations to the spendable to the fund. Doing this will allow endowed fundholders to be able to grant more beyond their normal spendable. We want to provide donors with more flexibility in their granting. Is anyone currently doing this? How does…
