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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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Segregated Accounts - Performance Reporting
Any organizations using a program like Morningstar or Black Diamond to produce performance reporting of their investment pools or segregated accounts? If not, how is your organization preparing investment performance reports?
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Performance Measures, Grant Application and Follow-up Report Forms
Hello, I am new to Foundant and I am interested in learning how other foundations structure their application and final report questions pertaining to results/performance measures to facilitate ease of grant monitoring and evaluation. I am wondering how best to structure application questions and final report follow up…
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Impact reporting for donors
I am looking for examples of grant impact reporting to donors that contribute to area-of-interest funds. (not Fund Advisors.) We treat these donors like "shareholders" of the Funds to which they contribute and want to be able to present simple reports that help these donors know what impact they are having in our community…
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Grant guidelines and decision making framework for granting ARPA funds
Our organization is partnering with our county to support their grantmaking efforts for APRA (American Rescue Plan Act) funding for nonprofits. They would like to grant us $500,000 to then create a Nonprofit Economic Recovery fund. We will provide unrestricted funding to our local nonprofit organizations from this fund to…
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Video Applications and Reporting
Hi Foundant Community! I am reaching out to see if anyone here has experience with video reporting submissions? We are specifically looking at having our partners submit a video as part of their annual report, more like a programmatic update as to how COVID has impacted their work. We are looking into the logistical…
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Alternatives to final reports
Are you doing typical final reports (asking for outcomes, measurables, future plans etc.) or does your foundation have a different take on it? During the pandemic we created a new rapid response cycle for our grantees which streamlined our grant process. This included making calls instead of using our typical LOI form, we…
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Database Ranking - Development Plan
Hello, I have been working our Development Committee to put a system together to rank our database and determine categories and scoring for follow-up and marketing based on a profiles score. We have been progressing along but I have hit a bit of a hurdle. Our database is very large, 14,000+ donor profiles to export,…
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Who is coding nonprofits by sector AND by services provided?
Hello Foundant community, I am fairly new to Foundant. When the time comes to tell a "story" about where your grants were allocated, what system do you use to pull the data? Do you code in c-suite and GLM? Do you have more than one field that allows for multiple codes per grant allowing you to filter by both sectors of…
