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Tuesday Tips: New Look on Groups
If you click the "Groups" tab on the top of your Compass page, you will notice there is a new and updated look! Groups has gone through a major update, making them simpler, cleaner, and easier to use. If you are registered for Summit or any other Regional Training, go ahead and take a look. Let us know any feedback in the…
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Feedback needed on donation workflow
Hi everyone, I’m looking for feedback on our current donation workflow to see where we might improve efficiency, strengthen internal controls, or streamline steps. We have a part-time gift entry person and another staff member who assists with gift entry. Below is our current process: Current Donation Workflow Mail Opening…
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Community Foundation of Greater Chattanooga is hiring a Senior Accountant
To be considered for this position, please submit your resume and a cover letter outlining how your experience and skills match the qualifications of the role. About Our Organization: For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting…
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Custom reports - DAF holder insights
We're looking to pull some custom reports to take a look at how our DAF holders use Foundant. Everything from how often they log in, grants requested, grants sent, donations, etc. Does anyone have a custom report they like that they could recommend to pull in several object fields from the system?
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February's Top 10 Compass Members!
Happy March! 🌻☀️🐝🌈💰🍀 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout February! Let's give a round of applause to: @PaulaMendes, @SaraNickels, @ShannanStavinoha, @StephanieFox, @JuliaSines, @MonicaRojas, @JennieWhite, @ValoriBerrisford, @sueculli, and…
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AI for Community Foundations
Has any organization integrated AI into their daily work beyond just taking minutes and sending emails? We are struggling to find resources and training applicable to community foundation work, and our staff, particularly development staff, are asking for more. I would love to chat with someone who has found unique…
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Consulting
If you are a smaller Foundation and need help with accounting. I can help. If you need help setting up your accounting software or scholarship software. I can help. A little about me. I am in my 28th year at a Community Foundation. I have implemented CSuite for accounting and scholarship. I have been performing accounting…
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New @ Foundant
Hey everyone! My name is Sneha and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after learning about the passion for leveraging technology to maximize philanthropic impact. I am originally from India, and have a background in IT and Supply Chain…
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Stripe or direct to a bank account for Fidelity Charitable ETF DAF donations?
I am curious to know whether people are going to opt for the automated ETF transaction payments from Fidelity Charitable via Stripe or if they will want those donations to go straight to a bank account. It would seem that the option to use Stripe would reduce the manual entry of donations from Fidelity Charitable. Is there…
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January's Top 10 Compass Members!
Happy 2026! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout January! Let's give a round of applause to: @KristiLester, @DanaJeffery , @AaronSpevacek, @PamelaProvo, @DianaMaxwell, @MauraWhite, @ChristinaValdois, @cydneypearce, @JuliaWitcher, and @LisaDelang! As…
