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Grant Budget Guidelines
Hello: I'm looking for best practices regarding budget guidelines. Our major grant allows for the PI to charge 10% of their salary and they have to commit 20% of their time to the project. They can charge 100% of their benefits to the project. Also, we allow other team members working on the project to charge 100% of their…
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Identifying Volunteer Stewards
We would like to identify our Volunteer Stewards in CSuite and wonder how others might be doing this. We don't want to make them Foundant users. Currently I have them set up in the Relationship tab with a Relationship Type of 'Volunteer Steward'. With the addition of Custom Fields I'm wondering if there is a more efficient…
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Field of Interest Fund
Our foundation has one field of interest fund and we have had a question about Board insurance come up. The field of interest fund has it's own Board of directors and committees and they are overseen by the foundation staff and BOD. The fund has been paying D&O insurance which can be quite expense for a small organization…
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Values-Based Grantmaking: Aligning Organizational Values with Grantmaking Practices
Thank you to everyone who joined us today for our Grants Coffee Talk: Values-Based Grantmaking, Aligning Organizational Values with Grantmaking Practices! We are creating this discussion space here to continue the conversation. Please share your own thoughts and examples even if you didn't raise your hand today, we'd love…
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Templates for in memory of / in honor of
Does anyone have a template to share for their "in memory of / in honor of" tributes? Thank you!
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General Operating Support Application Examples
Good morning, Our Foundation, the Pallottine Foundation of Huntington, is opening a new initiative that focuses solely on providing general operating support. If anyone has an application specifically designed for general operating support requests and would be willing to share it, we would be so appreciative. Thanks so…
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NEA Requirements & Building Final Report Forms
I thought we might benefit from a place to discuss one of the topics from last week's Art Chat which particularly interested me. I'm interested in how you collect the data required by the NEA using Foundant. For example: How do you collect the demographic information? (During the days of paper applications, we collected…
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Determining When Your Foundation is Listed as a Beneficiary
Does anyone have a best practice for identifying when your foundation is listed as a beneficiary for an estate, an IRA account, etc? We ask our donors to let us know, but we have not historically had a great protocol for saving and storing this information and we are not certain we are aware of all of the accounts for…
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Ideas for evaluation tool for client
We have a grantee who is giving out beds to any / all who "need" them. The need is determined by the person / family voicing their need - there are no "qualifications" of any sort. The organization does not collect any information from the person who receives the bed, except name and maybe a phone #. This org is run by…
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Working With Other Grantmakers In Your Geographic Area
I've noticed a recent trend with our GLM clients finding little ways to make their grant applications easier for applicants. Often times this means creating a shorter, simpler application - but what about creating more similar applications? Are there any grantmakers out there who are working together with other funders in…
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Scholarship Withdrawals
We have a scholarship program for dependents of employees. We increased the amount of per semester scholarship to $3,000. Several schools do not cost this much leaving the student a balance on their fee bill. I have had a request from a student for permission to withdraw the remainder to purchase supplies/computer etc.…