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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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2025 Year in Review
Happy New Year! Scroll through our 2025 Compass Year in Review to see everything we accomplished together. Thanks for contributing, connecting, and being such an important part of our growing community! In 2025 we had…. 654 New members 368 New discussions 734 New comments 285 Contributors 88 Questions answered 134,325…
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December's Top 10 Compass Members!
Happy New Year! Even with December being a bit quieter thanks to the holidays, our Top 10 community members still showed up and made Compass shine. Big cheers to: @RoyWilliams, @JulieGurnon, @LeeAnnGunning, @ChelseaDanner, @RobertoCremonini, @AndreaGerhard, @EleniZulia, @ElizabethZappa, @PaulTomkins, and @LyndseyThompson!…
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End of year and IRS guidelines
Hello everyone! This is our first "end of year" as a foundation and I'd love any tips and best practices you have to share. These are the main things we are tracking: Donation Cutoff for Tax Year Only donations received or postmarked by December 31 can be included in that tax year. For checks, use the postmark date if…
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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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Happy Holidays, Compass! 🍿✨
With the year wrapping up, let’s add a little festive fun to the community. We all have that one holiday movie we have to watch every season - mine is The Polar Express! 🚂💫 Cast your vote in our Holiday Movie Poll below and tell us which film gets you in the spirit! Add yours below if you don't see it listed!
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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…
