Compass

Foundant's Community for Philanthropy

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Remembering Debi Clark
Many of you on this forum (like myself) have a history with FIMS. For those of us with that history, we undoubtedly worked with Debi Clark along the way. When I heard today that Debi passed away after a battle with cancer, it made me sad personally from the many interactions I had with Debi as a coworker and as we talked…
Scholarship Evaluation
What does your scholarship evaluation look like? What questions are you asking your committee to score? We currently auto score the GPA and income. We have kind generic scores for activities/employment/community service, and then the essay is weighted pretty heavily. Curious if you are asking any other specific questions…
For foundations that utilize separate general operating and program applications...
Looking for examples of operating and program grant applications and associated evaluations, and how they are presented via Foundant. Thanks, Kristin Broadbent, Three Arches Foundation
Out of Country Scholarships
Hello! Does your Foundation have a policy for scholarships when the University is out of the country? For example, a US student, that meets all of the requirements of the scholarship, but the University they are planning to attend is located in a different country. (Note: This is not a Study Abroad program). How do you…
Scholarships-Undecided Students-Universal Application
Hello. I was wondering how others handle undecided students when using the Universal Application. We start our application process mid-December and it ends April 1. Many students (mainly those attending competitive schools) do not know where they will be attending at the time of the application so they choose undecided as…
There are almost 3,000 GLM, SLM and CSuite customers in Compass!
2,888 to be exact. Help us get to 3k by the end of the week by inviting your colleagues who also use GLM, SLM and/or CSuite! All they have to do to join the community is visit www.community.foundant.com and click Register! If you do refer someone, be sure to request the Referral Rockstar badge which you will earn if the…
Congratulations to the May Top 10!
Congrats to @LeahKopperman, @TessDeHart, @HollyRustick, @ElyseJardine, @MikedeHilster, @WenLo, @AnneHorstHanby, @EricSlepak, @TaranLeight, and @SaraOmari for being on May's Top 10 leadership board! 🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing…
Siesta Week
Some of Foundant's clients take a Siesta Week -- a full week off to rest and recover. Because Foundant's clients do this, we think Foundant's staff should do this as well. Do you think the Foundant staff should take a Siesta Week?
Credit Card/Expense Reporting
We are currently evaluation credit card companies with the hope of making the process of recording expenses more efficient. We're looking for a company that has an app which cardholders can use to snap a picture of their receipt and code the expense from their phones, at the time of purchase. Does anyone have any…
Access Support Hub, right from Compass!
Did you know you don't have to leave Compass to access Foundant's Support Hub resources? Type a keyword into the search bar and click Search. The first tab of search results shows you Compass discussions mentioning your keyword or phrase. Click the Foundant Support Hub tab to search Support Hub resources on the same topic!…

Congratulations to the May Top 10!
Congrats to @LeahKopperman, @TessDeHart, @HollyRustick, @ElyseJardine, @MikedeHilster, @WenLo, @AnneHorstHanby, @EricSlepak, @TaranLeight, and @SaraOmari for being on May's Top 10 leadership board! 🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing…
There are almost 3,000 GLM, SLM and CSuite customers in Compass!
2,888 to be exact. Help us get to 3k by the end of the week by inviting your colleagues who also use GLM, SLM and/or CSuite! All they have to do to join the community is visit www.community.foundant.com and click Register! If you do refer someone, be sure to request the Referral Rockstar badge which you will earn if the…
Scholarships-Undecided Students-Universal Application
Hello. I was wondering how others handle undecided students when using the Universal Application. We start our application process mid-December and it ends April 1. Many students (mainly those attending competitive schools) do not know where they will be attending at the time of the application so they choose undecided as…

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Scholarships-Undecided Students-Universal Application
Hello. I was wondering how others handle undecided students when using the Universal Application. We start our application process mid-December and it ends April 1. Many students (mainly those attending competitive schools) do not know where they will be attending at the time of the application so they choose undecided as…
Rate of Return on Fund Statement
Does anyone put the annual rate of return on your fund statements?
Restrictions/policies when permitting non-endowed or flow through funds?
We have a policy that an Endowed Fund must be started before we permit a non-endowed or flow-through fund to be established. We are revisiting this, however. I am curious as to whether other Foundations permit non-endowed/flow through funds to be established on their own, and if so, are there policies or terms of reference…
Spending Policy Funds
hi all! I really hope you guys can help or give some advice regarding spending policy funds and how to run reports that will reflect the spendable amount and the grants paid over the year. Any advise is greatly appreciate it!! thank you
Awarding to non 501(c)3s and verifying
Hi there! I read the other discussion post about awarding to non-501(c)3s but wasn't quite what my team was looking for. We are a pass-through entity that awards federal funds for conservation related projects. As of now, we only do 501(c)(3)s but are looking to expand to other 501(c)s, starting with at least 50(c)(4)s and…
Segregated Accounts - Performance Reporting
Any organizations using a program like Morningstar or Black Diamond to produce performance reporting of their investment pools or segregated accounts? If not, how is your organization preparing investment performance reports?

The Importance of Grants in Your Fundraising Strategy
Investing in your grant strategy can yield incredible results that can help your organization grow for the long term.

Effective Internal Communication
Learn from your peers how they have created communication practices across departments and job types at their organizations. This webinar was originally recorded on 5/11/2023 and was moderated by Alyse Braaten In this coffee talk, we hear grantmakers, scholarship providers, and community foundations share challenges they've faced with internal communication and strategies they use to overcome them. Alyse Braaten, Manager of Client Success | Foundant Technologies Born and raised in Bakersfield, California, Alyse has deep roots and strong connections to the nonprofit sector. Having worked in the field of college access and scholarships for over 10 years, with a focus on students residing in California’s Central Valley, she believes in the power of scholarships to uplift students, families, and communities. Before joining Foundant, Alyse spent three years with the Kern Community Foundation managing their grant and scholarship giving, as well as nonprofit relationships. Alyse joined the Foundant team in 2017 as a Client Success Manager (trainer, consultant, and emergency support provider) for Grants and Scholarships. After training and advising hundreds of clients, she led the Community Foundation Grant/Scholarship Client Services Team. Her passion for community building, professional development, and real-world impact has helped form the service philosophy for Foundant’s Client Success team. Areas of expertise: scholarship and grant process best practices, team building, remote work, and demystifying complex systems to foster accessibility. Links: * Quiz * Communicate For Good Webinar Recording * Compass: Connect with other members of the philanthropic community at Community.foundant.com * Social: Follow Foundant Technologies on Facebook, Linkedin, Twitter, and Instagram * Website: Foundant.com

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