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Grants Policy
I posted this earlier as a question but didn't get much traction, so I thought I would post it again as a discussion. One of our projects for this year is to develop a written, comprehensive grant policy. We have various policies in writing and practices that we follow but need to get them in a single document that covers…
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Introduction!
Hey everyone! My name is Abram, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant through my background in the nonprofit sector and philanthropy. I am currently enrolled in the University of Montana’s MBA program and previously worked with the Oregon…
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Back to Foundant! New Project Manager
Hi, everyone! My name is Jenn Bates, and I am a new Project Manager on the CSuite Delivery team. This is my return to Foundant as I was an Implementation Consultant on the GLM/SLM team and a team lead 2 years ago. I'm VERY excited to be back and first discovered Foundant (and its awesome team) as a client, first in SLM as…
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Do other organizations have professional liability coverage?
A primary consideration is that we serve in an advisory role to our DAF holders; they often look to us as experts, and the guidance we provide carries perceived authority. Because of that, we’re trying to assess whether this creates exposure that warrants this type of coverage. Thanks in advance for any input you can…
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Handling increased volume and managing workflow more efficiently?
Hello everyone, Like many foundations, we’re seeing a noticeable increase in the number of Letters of Intent (LOIs) submitted each year. As we reviewed our 2025 submissions, we realized that many organizations submitting LOIs did not meet our funding guidelines or criteria, which has resulted in a significant amount of…
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Top 10 Compass Members in March!
Happy April! 🐣🌿🌸🕊️💗 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout March! Let's give a round of applause to: @TammyOppel, @MarkBejcek, @JulieAnderson, @ErinHahn, @RobynKeating, @KirkAmaralSnow, @AaronKoontz, @NikkiHilchey, @LauraClark, and @RachelMasilamani!…
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#TuesdayTip: Notification Management
Every once in awhile, I'll remind you to check-in on your notifications so you don't miss anything important here in Compass! Click on your profile pic in the upper right corner. In the drop down, select "Account & Privacy Settings" Under your photo, select "Notification Preferences." I recommend opting in to receive an…
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Compass has officially reached 6000 members! 🎉
Thank you to everyone who helped us grow from 5000 to 6000! Your engagement continues to shape this community and keep it thriving. Today we are recognizing the top members who have been especially active since we reached 5000. Your contributions and consistency make a real impact, and we appreciate everything you bring to…
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Donor involvement in scholarship process
Good morning, Do you allow donor involvement in your scholarship process? If so, how are donors involved? What information do you share with donors? Do you allow donors to review their own scholarship applications? Thank you!
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Grant Process Changes
We are a health-conversion foundation, serving parts of West Virginia and Southeast Ohio, that awards about $1 million in grants per year to support health-related projects. We are exploring different models for our grant application process for one of our grant programs, with a focus on how we can reduce the time from the…
