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Streamlining Scholarship Acceptance Process Share Your Insight
Hello! I am curious to learn about other foundation’s scholarship acceptance workflow to see if there’s a way to simplify my foundation’s scholarship acceptance workflow. Currently, they have a two-step process. First, the student signs a scholarship agreement, which confirms they are still attending college. I use…
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Categorizing Grants
I'm trying to figure out an effective method to tag grants within my various processes (both ongoing and past) so that I can categorize them based off of the social issues targeted. One idea I have is using the reporting feature to filter out certain grants but I wonder if I can achieve a tagging outside of this feature I…
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Advice for using & implementing Nonprofit Directory
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
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Automatic address correction?
So apparently our student scholarship applicants don't know where they live. Is it a street, a road, a boulevard? And nevermind about pesky capitalization. ZIP code? Oh boy! :) Anyone else with SLM suffer through this and know if Foundant has consider that auto address correct function you see elsewhere on the internet,…
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Financial Need vs. Ability to Use a scholarship
Hello, There is much discussion about financial need of a student. We evaluate a student based on a number of input items from the student such as SAI, income, extenuating family circumstances. What I do not see being considered is the ability to use a scholarship. Does anyone determine the amount the student owes - SAI?…
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Loan Software
As our loans become more robust, we are looking for loan software that is more sophisticated. We'd like the software to create an amortization schedule for us and process the payments. What loan software are other community foundations using? Please share your recommendations.☺️
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Navigating Colleges Payments Post Award
Hello everyone, We often get students (or their parents) coming to us to ask what's happening with their scholarships once it has been to sent to a particular school. While I don't mind following up with the school to ensure the funding was received, I often feel like I am being asked to navigate each school's method from…
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What techniques have you used to sound more assertive when doing cold calls with prospects?
Hello, I recently had great training regarding fundraising prospecting and cold calling. My background is programs and customer service and my feedback was that I sounded like a recording and I could be more commanding. I was giving energy that said "you can get rid of me." It was a great lesson because I realize I need a…
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Donor Recognition Policy / Stewardship Strategy examples?
Hello! Here at the South Sask Community Foundation are currently reviewing/revising our donor recognition policy and stewardship strategy. If you have a copy of either you would be willing to share, that would be greatly appreciated! Most curious to know how you segment donors for stewardship: by giving amounts, by type of…
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Agency funds training
Hi all, We're creating a webinar for our nonprofit agency funds to review the basics of the funds (if they're new to the org/org's board, or need a refresher), answer FAQs, and remind them of the nonprofit support services we offer. We also try to meet one on one with these nonprofits, but we know frequent turnover…
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Ability to download shared templates in Compass
Hi all, I would love to be able to create a shared space in Compass where we could add templates or processes and procedures to share. Would this be possible to add to compass point and would others support this idea? Please forgive me if this should be in idea lab :) Thanks, Mary Ellen
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Unused Capacity Grant Funds
Are there other funders out there that always end up with unused Capacity Grant funds? It's an easy $5,000 with a simple request process. Thoughts on why our nonprofits do not want to take advantage of capacity-building dollars? 🤔
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Funding for religious organizations
I am interested in gathering sample language about foundation support for religious organizations. Our guidelines currently indicate that we will not make grants to organizations that engage in proselytizing as part of their mission or programs, but we feel that we need better clarification on that. I would appreciate any…
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GPA Requirement
Hi everyone! Many of the scholarships we offer have a GPA requirement, so we ask for GPA in the general application phase. Traditionally, we have asked for an unweighted GPA since that is the most consistent across schools. However, this year we had applicants from a school that does not provide an unweighted GPA to…
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Help Finding a Web Designer for Donation Landing Page
Hello Compass Community! Crown Point Community Foundation is currently looking to work with a web designer to help format our donation landing page. We have over 300 Funds that we would like to organize in accordion menus with a search option at the top. If you have an example, please send the link to your donation landing…
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Grants to Government Entities
Hi all, Due to the nature of our grantmaking, we often end up granting to military installations, national parks, public schools, etc. I've been struggling with how to manage these entries in Foundant when every organization is essentially filtered by their EIN. We have a ton of applicants who, rightfully, end up entering…
