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Regional Training GLM: 8.10.23 Reporting
Foundant Support Team: Please edit as needed Overview: 2 Common Types of Reports Create Data Set & HT Manipulate Data in GLM How Reporting can inform your Applications & Follow Ups Every report is like a recipe: data set = ingredients; formulas, charts = preparation to get final meal New Data Set: general Information here…
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Foundant Regional Training for GLM: 8.10.23 Session 1 Overview
Objectives: 1) Candid Integration Enhancements - new demographics fields are available for Candid integration in forms 2) 9-Dot On Demand Product Training Changes - On Demand Product Training content is now searchable on Foundant site!!! Can watch full video or look for snippet on your particular interest. 3) Table…
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Regional Training GLM: 8.10.23 Ques Branching & tables for Forms Overview: Standard Lic & above
Foundant Support Team - PLEASE edit any errors. Tables: Plan ahead. When starting to build a table, start with columns first. Max 5 columns, unlimited # of rows. Project Budget example: 1st column, text box "Expense 1." Max text length - recommend no more than 100 characters. Check visibility & required type. 2nd column,…
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Charting Projected Giving/Workflows
Hi Compass, I'm wondering how others are understanding and charting their projected giving. We're currently struggling to understand what our next year looks like in terms of paying out installments, and how heavy our reporting workflows will be because there isn't a straightforward way to track estimated/anticipated…
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Teacher Mini-Grants
Would be interested in hearing from any other foundations that do Teacher/Educator mini grants: How do you collect applications (GLM/SLM/Something else)? Do you pay the schools or teachers directly? What is the average award amount? What type of follow-up do you require? Grateful for any information/suggestions you can…
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Scholarship Cycle fundholder recaps
Hi all! Does anyone have a sample scholarship fundholder recap they can share with me? I've just completed my first year managing a scholarship portfolio and I'm now composing a recap to share with our fundholders. I have the basic information covered (number of recipients, how much awarded, # of different schools,…
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Follow Up Form / Reporting Dates
When you fund a program, how do you determine the due dates for follow ups? I work for a Community Foundation that makes grants four times a year and requests an interim (6 month) report and a final (12 month) report in follow up forms. We made a grant to a nonprofit in June 2022, so their interim report was due December…
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Awarding to non 501(c)3s and verifying
Hi there! I read the other discussion post about awarding to non-501(c)3s but wasn't quite what my team was looking for. We are a pass-through entity that awards federal funds for conservation related projects. As of now, we only do 501(c)(3)s but are looking to expand to other 501(c)s, starting with at least 50(c)(4)s and…
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For foundations that utilize separate general operating and program applications...
Looking for examples of operating and program grant applications and associated evaluations, and how they are presented via Foundant. Thanks, Kristin Broadbent, Three Arches Foundation
