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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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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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Staff on Selection Committees
We are having a conversation about including staff members on our scholarship selection committee to review applications and make recipient selections. Are there other community foundations out there that do this? What are the benefits and challenges? Are there any best practice guidelines about this?
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managing the number of applications per quarter
I am a new grants administrator for a small community foundation. The foundation currently accepts applications quarterly, but the number of applications received varies a lot and some quarters, the Grants Committee (3 board members and the foundation ED) complains that there are too many to review. They would like 15 - 20…
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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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Dedicated Data Entry/Database Manager
Hello, I'm researching how other Community Foundations manage keeping CSuite profiles updated, do you have a dedicated team member? We are looking to hire a dedicated person to do all of our data entry/profile updates + pulling reports and lists and managing campaigns etc. I'm wondering the following Do you have a…
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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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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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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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Single Third Party Invested Funds
I was wondering if anyone had a policy/handbook available that they use for investment managers who have clients that want have the investment manager continue to invest the funds, but the account becomes a charitable fund with the foundation? I know that there are foundations that have gone down this route successfully…
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Positive Pay file for Bank of America
Does anyone use Bank of America Positive Pay and how do you pull the information from CSuite to upload?
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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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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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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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Let Us Get to Know You link
Hi, We're a new foundation and want to begin communicating with the nonprofit leaders/grant writers throughout our region. Because our website isn't ready, we'd like to use Foundant and a Let Us Get to Know You form to capture contact information. We'd then be able to send emails about our launch and other important…
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Receptionist/Administrative Assistant
About the Foundation For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions and their values with purpose, so that they can have a meaningful impact on the community. The mission of the…
