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Using third party to obtain financial information
Currently on our UA application we ask students to provide their financial information, as reported on their last tax form, either as a dependent reporting their parents information, or as an independent reporting their own financial information. We have been considering using the third party option to have parents…
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How long is your scholarship application open?
For years, our organization's annual scholarship application has opened on January 15 and closed two months later on March 15. We're considering moving up the deadline and having the application open for a shorter period of time, possibly 6 weeks. What are the open & close dates for your scholarship program? What factors…
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EFC to SAI Changes
Hello, Can anyone provide on information transition process from EFC to SAI changes. My organization typically uses EFC chart, as well as institutional aid to determine unmet need. Does somebody have an example or template for estimated conversions for SAI.. They have developed and/or plan to implement? Thank you, Kaylin
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Who is using Foundant in Indiana?
They can't tell us specifically who is using Foundant in Indiana, but I can ask within the Compass Community. I would like to know who is using Foundant in our area so that I can reach out with questions. Thanks
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Congrats to the September Top 10!
Congratulations to @JackieLaw, @KathleenPomerantz, @NancySherritt, @rebekahthomas, @MeganDeHoog, @JulieKlipp, @LaurenRennie, @LanceEskelund, @CaitlinCluck, and @FatimaPalermo for being on September's Top 10 Leaderboard!🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be…
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Charging a Fee vs. Spreading Expenses out amongst the funds
Hello, We are a Community Foundation with roughly 130 funds. Some are unrestricted, some managed and some are temporarily restricted. We do not charge any fees to manage these funds, rather we just pass on expenses from our Financial Advisor and operating costs to the funds on a percentage basis. Can I ask the pros and…
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What does programming mean to your CF?
Hello! Our CF is making some strategic plans and have recently decided we were going to do more programming. I have been tasked with figuring out what a "program" is for our organization. In the past we have run a scholarship cycle, grant cycle, and a couple initiatives as our programs. However, we would really like to…
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endowment examples
Would others in the community foundation world be willing to share draft endowment agreement language with me? We are considering opening an endowed fund for a rural hospital foundation. My community foundation wants to review the current draft agreement and is looking for examples to review as part of this process. My…
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Scholarship rubric scales for activities, community service, and work
We are working to update our evaluation questions for our selection committees as they review scholarship applications. We are trying to create a scale to measure the quality of students' extra-curricular activities, community service, and work. We want to offer clear guidance to evaluators for why they should give…
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Agency Fund Third-Party Donations
Hi am interested to see how you are treating your third-party donations to agency funds. Are you setting up a separate designated fund for these donations or are you including them in the original agency fund? Additionally, if you are including them in the original agency fund are you keeping track of what donations are…
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Tuesday Tip: Summit 2024 Badge!
Do you want to earn more points for your profile? Or, do you want to connect with others also attending Summit 2024? Show off your registration by requesting the Summit 2024 badge! Foundant is so excited to see all the new registrants roll in and we cannot wait to have everyone come together. Before and after Summit,…
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Grants Distributions Forms: How to Set Up for Irregular Distributions?
We're considering using the follow up process to build a form for distribution requests, but distributions vary from grant to grant, and can be very irregular. Has anyone found an especially creative or useful way to make the follow up forms work for grant distributions better than grantees simply emailing the info to us…
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Embracing New Connections and Exciting Conversations!
Hey everyone! My name is Sam Bennett and I am one of the new Client Services Interns here at Foundant Technologies. I became interested in working for Foundant after speaking with Rio Wofford directly about the company and all it has to offer. I am originally from the Jersey Shore, yes that Jersey Shore, and have a…
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Fund Advisor Content for Portal - Grant Request Header and Footer
Hello, Would anyone mind sharing their content in the Fund Advisor Portal Content -Grant Request Header and Footer? I have an issue with advisors sometimes not seeing their unsubmitted grant requests, due to a lengthy Header. Thank you! Sally Hermann St. Croix Valley Foundation
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Demographics by Candid
Hi everyone, We’re working on content related to the Demographics by Candid integration in GLM and would love your input. Have you implemented/are you planning to implement the integration? If so, what are your goals? If not, what’s driving your decision? Thank you in advance for your thoughts! Jennifer
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Hello from Colorado!
Hello everyone! My name is Loha and I am one of the new Client Services Interns here at Foundant Technologies. I am currently in my final year at the University of Central Florida and I'm pursuing my Bachelor's in Information Technology. Although I was born and spent most of my life in Rhode Island, I was able to take the…
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Introduction
Hello team, my name is Stella and I am one of the new Client Services Interns here at Foundant Technologies. I am originally from Woodbury Minnesota. I am currently enrolled at MSU as a freshman which is why I am in Bozeman. I look forward to working with you all!
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Process for changing fund types?
Does anyone have a checklist or process to share regarding internal due diligence and process steps for changing fund types? We have fund holders with Donor Advised Funds who have relinquished their right to advise on the DAF and requested that it be used to support either operations or grantmaking. At that point, it…
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Greenfield Indiana Regional Training
It was so nice getting to connect with those of you who attended our Greenfield, Indiana Regional Training. We hope to see you again soon!
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Introduction
Hi everyone! My name is Tom Heskett and I am one of the new Client Services interns here at Foundant! I am originally from Spokane WA but I am now currently working remote from Missoula! My background is primarily is in construction and custom home building. Some of my interests include fly fishing, hunting and mountain…
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Congrats to the August Top 10!
Congratulations to @JoAnnaDarda, @TerriKortokrax, @KendraLutz, @AliMaxey, @OwenCottingham, @KellyMiller, @LibbyWillis, @MarieFelver, @KendraNorton, and @KelleyHoagland for being on August's Top 10 Leaderboard 🏆️🏆️! As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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Coffee Talk: How does your grantmaking foundation manage change?
You face daily choices amidst the constant changes in philanthropy. How do you decide which change to embrace and which to dismiss as a fad? Which changes—whether systems or processes—will create space for the essential, impactful work supporting your mission? As we review our processes and explore new granting strategies,…
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Saying hello!
¡Hello everyone! My name is Kelly and I am one of the new client services interns here at Foundant Technologies. I am an undergrad student at FAU majoring in international business. I’m originally from Cuba but I’ve been living in the US since 2017. I’m really excited being a part of the team, and look forward to working…
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Grant letter for Annual Grants for Donor Designated Funds
Hello, Would anyone be willing to share their letter they use for annual distributions from donor designated funds? Thank you! Sally Hermann St. Croix Valley Foundation
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Indiana Regional Training CSuite slides
Sorry for the wait everyone! Here are the long awaited slides from Greenfield:
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Going Paperless for All Grants
I know this topic was raised at the height of the pandemic but I'm wondering if any other foundations have gone to a paperless grants process. We shifted to paperless for all of our competitive grants processes we manage through GLM but I am wondering about how others are handling their non-competitive grant requests from…
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Grant Type
Good morning! We migrated to CSuite two years ago and have waffled with whether to leave the grant type blank for internal grants to funds that then make external grants. EX: Fund ABC makes internal grant to Fund XYZ then, Fund XYZ makes external grants to orgs. The concern is that over time a historical grant pie chart by…
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Site Visit
Hello! Our Foundation is implementing site visits. We are considering a couple of different avenues in what the goal is with them, either taking the place of a report that they now complete on our grant portal within the year of receiving funds or a more informational approach, both with the main focus of relationship…
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How are you communicating the spendable amount for the coming year to your Fund representatives?
This question came up in today's "Ending the Year in Style" Coffee Talk. Do you use a spendable letter to tell your fund representatives about the coming year that you'd be willing to share with other funders?
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Evaluating Financial Need with New FAFSA
Hi, We are a small foundation and the majority of our scholarships have a financial need requirement. I was curious if (how) organizations are changing their evaluation of financial need with the upcoming changes to the FAFSA, particularly related to how the EFC/SAI will be calculated. As part of our financial need…
