Explore the latest discussions in Compass!
Hello! We're using Asana as our new PMS. I've implemented it at other orgs, but not at other CFs. I'm wondering the following: Has anyone done any customizations/dependencies they've found helpful? Any tips or tricks they recommend? Any Foundant integrations on their way? Or workarounds recommended? Again, I'm familiar…
Hello, Friends! I am the Director of Marketing Communications for Foundant+SmartSimple+GivingData and I'm excited to share a new content series we will publish over the next few months. We started with our "High-Impact Board Development: Strategic Tools for Foundation Governance Excellence" webinar on 8/5. We will continue…
Hello, Friends! I am the Director of Marketing Communications for Foundant+SmartSimple+GivingData and I'm excited to share a new content series we will be publishing over the next few months. We started with our "How Foundations are Using AI to Multiply Mission Impact" webinar on 7/24 and will be continuing the series next…
I am looking into how we can add more preventative measures against fraud into our current grant processes. I am interested to hear how other organizations are preventing fraud internally and externally. Please share what you have or are currently working on!
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…
Hello - looking to institute an external review committee and wondered if anyone might be willing to share a job description example. Thank you in advance.
Hi folks, I'm looking to connect with other community foundation colleagues who have undergone strategy shifts that made significant changes to grant processes (e.g., decreased grant amounts, sunsetting previous grantee relationships that no longer are strategy aligned). We are shifting discretionary resources to…
Hello, Does anyone have a general credit card policy and credit card use agreement they could share? Thank you.
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…
This is a rather practical question. Our staff have travel and office expenses paid personally to be reimbursed by our Foundation. Is there a reasonably priced Mobile App that you might suggest to capture and categorize the receipts to make things easier and less time consuming for our staff and bookkeeper?
