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How to gather updates on awardees for donor stewardship
Hello! As part of our donor stewardship strategy, we use follow-up forms to gather information from awardees. We then use templates to create a summary page that we can share with our donors using the details shared on the follow-ups. However, we have been having issues with the information that the templates pull, so we…
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Capital Campaign Grants
Our CF has typically not considered grant requests from nonprofits for capital campaigns for a couple of reasons, one being lack of unrestricted dollars to make such significant grants. Over the years, our unrestricted pot of grantmaking money has grown and recently we recently considered and awarded a large grant…
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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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Scholarship Grant Press Release
Do any of your community foundation's do a post-scholarship grant award press release? If so, what kind of information do you share and more importantly does it get published? 😂 Any examples are appreciated!
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How does your Foundation assess Final Reports from nonprofit and government agency grantees?
Hello! I am the new Community Investment Officer at the Hamilton Community Foundation. I'm curious how other foundations evaluate Final Reports from nonprofit and government agency grantees? We currently ask for the following: Project Goals and Anticipated Outcomes, Attainment of Goals and Lessons Learned, and Measurement…
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ACH Payments
We are in the process of having all of our grants paid ACH and are looking to have our scholarship payments paid ACH as well but I did hear that some colleges and universities still prefer check. Has anyone been successful in getting colleges and universities to make the switch to ACH? Also, are there any community…
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Connecting Donors with Funding Opportunities & Community Needs
We are a state-wide community foundation and are frequently contacted by organizations and municipalities throughout the state who have funding needs and have questions about what opportunities our CF offers. In some cases, our community funds or grant programs can meet these needs, but many times we don't have a program…
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Women in Philanthropy education session
Hi all, We offer a donor/fund holder education series and this fall we'd like to host a session with the topic of Women in Philanthropy. Women often lead the philanthropic direction for their household and traditionally live longer. In this session we'd like to educate and empower our female fundholders in their charitable…
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Who is using Foundant CRM very well
We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management…
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Generating spendables on new endowed funds
Hello, We would love to hear on how what other CFs' policies and procedures are in generating spendables on new endowed funds. If you wait until the next fiscal year to calculate a spendable, what is your process in ‘removing’ that fund in your batch calculations? Thank you! Sally Hermann St. Croix Valley Foundation
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All things Trust Based Philanthropy Discussion
Big thank you to all of those that joined me and @RikkaHoliday for our Coffee Talk this morning about Trust-Based Philanthropy. Bringing the conversation here to hopefully keep things going! Below are the resources shared on our talk. Feel free to use this thread or start a new thread with any of your lingering questions…
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Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
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District Wide Common Scholarship Application Software
Hello! Has anyone successfully partnered with other scholarship providers in their area to put application processes from different organizations onto the same software? The vision is a scholarship software solution for the entire school district so there is just one place that students go to fill out scholarship…
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Reverse Scholarship Program
Good morning, If you are running a reverse scholarship program, I have questions for you! Are you storing applicants social security numbers in SLM? Have you converted any existing scholarship funds to fund a reverse scholarship? Thank you,
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Note keeping across staff
Hi - I searched but couldn't find this thread already. We have several staff out in the community having conversations with orgs, performing site visits, etc and want to establish a good way of sharing that information across the team. How do other CFs track notes and takeaways from meetings with nonprofit orgs and other…
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Merged fields in TY letters
Hi! We are retooling our TY letters for the new year. We currently used merged fields such as name, address, donation amount, fund name, date, check #, etc. We would love to be able to merge the fund purpose (current CSuite field) into the TY letter as well. Is that a possibility? Any tips greatly appreciated. Thank you…
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Finance and Office Administrator Position-- Hiring PT
Job Posting – Finance & Office Administrator, The County Foundation The County Foundation is one of 201 community foundations across Canada, offering collaborative leadership and funding to support initiatives that benefit our community. Our ongoing work as an asset-builder and grant-maker provides a strategic perspective…
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Looking for a general "intake form".
Can anyone share a link to or attach a general "intake form" that your foundation uses for an initial call or email about starting a scholarship or new fund.
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How many Wisconsin-based foundations are in the GrantHub Pro database
The nonprofit I'm working for is considering different options, and we'd like to know how expansive GrantHub Pro's database of Wisconsin-based foundations is. Ideally, we'd find a software/platform that lists many so that our nonprofit can pitch them. Thank you!
