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Restricting funds committed to multi-year grant agreements
I am looking for input on restricting funds within a DAF which were committed by the donor advisor to a multi-year grant. The fund currently holds $1.3M invested in our long term horizon and $750k has just been committed to a multi-year grant agreement ($250k/yr for the next 3 yrs). The long-term horizon can fluctuate due…
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Spendable Balance for Endowed Funds - checking or invested - Community Suite
Hi! I am the Gifts & Grants Administrator for Whatcom Community Foundation and am curious if you all keep your endowed Donor Advised Funds' spendable balance in checking or do you have it invested with an "investment strategy" in Community Suite? We are trying to figure out the benefit to keeping it in checking if the…
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Greetings from New York's Hudson Valley!
Hi all - happy to be in a new position as the Director of Planned Giving with Community Foundations of the Hudson Valley! Looking forward to the time when I can get back into our community and actually meet donors, professional advisors, nonprofits, and co-workers in person. In the meantime I'm in the process of taking a…
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BREAKING NEWS: You can now access Compass directly from GLM, SLM and CSuite!
Have a question about how others are utilizing GLM, SLM and CSuite features? Ask your peers in Compass by accessing the community directly from your product! Just look for the Compass icon in the top right corner. GLM and SLM: CSuite:
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PT Finance Admin
We are a small CF team in Washington state, looking for a magical part time person who is a CSuite pro. I have been using csuite for a year, so you wouldn't be in this alone, but I need more time to focus on donor relationships. I've attached the job description but the quick info is: Remote Part-time / 8-10 hours a week…
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Hello from Oakville Ontario
Hi everyone! I'm Michelle from the Oakville Commuity Foundation. We've been using CSuite since Jan 2018 (which is coincidentally the same time I joined the org) and have since added GLM and SLM to our Foundant tool box. I've been a fan since Day 1. 😀 I'm really looking forward to learning and sharing ideas from my fellow…
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NEW CATEGORY: Foundant Product Q&A!
You may have noticed some changes to our Compass homepage navigation this week. We've dedicated a new category to focus on Foundant Product Q&A, and moved several amazing discussions to our Philanthropic Best Practices category where all Compass members can benefit from the knowledge, experiences and questions that are…
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Tracking fundraising
Hi all! We have a group who is interested in helping fundraise for our Covid-19 response fund. They would like directions to come directly to us, and only want us to keep track of how many donations come in through their efforts. We usually have separate funds for our different giving circles, and haven't really tracked…
