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Sector Education Series: AI and Emerging Technologies
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…
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November's Top 10 Compass Members!
Happy December! 🎄🎅🏻🦌☃️❄️ Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout November! Let's give a round of applause to: @AndreaGerhard, @ElizabethClary, @sydneydetweiler, @MichaelaArruda, @AnastaciaLamb, @AmberWestbrook1, @PaigeBrown, @AmandaGraham,…
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Multiple tribute cards under one tribute object.
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
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Introduction
Hey everyone! My name is Graham Smith, and I am one of the new Client Support Interns here at Foundant Technologies. I am originally from Denver, Colorado and, I am a senior studying Finance with a minor in International Business at Montana State University. I currently live in Bozeman, Montana. I became interested in…
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How did you fix your NACHA formatting problem?
We’re really hoping to get NACHA working smoothly. While we are able to successfully upload our NACHA files to the bank, there is a formatting issue that’s causing a troublesome delay in the funds being transfered to the recipients. The bank's ACH department is having to manually push the payments through. I understand the…
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Best Practices for using ACHs
Hello, Our foundation is thinking of moving away from checks and utilizing ACHs to make our grant payments. I was wondering how other organizations that are using ACHs get the banking information from the recipients. Thank you for your input. Linda Cleveland
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Elias Vesbach Introduction
Hello Everyone, I am Elias Vesbach, a sophomore at Montana State University. I am double majoring in finance and accounting while also getting a minor in small business management and entrepreneurship. I am originally from Columbus, Montana. I love to do all the Montana things, including hiking, fishing, skiing, and…
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Scholarship Deferral Policy
Every year we have a couple of students who wish to defer their scholarship for an academic year for one reason or another. Do you have a policy that states what your rules are and gives the reasons why a deferral would be granted? Is this a separate policy or written into your Scholarship Policy? For a bit of background,…
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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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Introduction
Hello everyone! I am Elizabeth Clary, one of the new Client Support interns here at Foundant Technologies. I became interested in this position after hearing all of the wonderful testimonies about the internship opportunities here. I am originally from Chicago, Illinois and am in my last year at Montana State studying…