Best Of
Re: Hurricane Ian
Hi Cameron!
Thanks for the well wishes! Definitely hurricanes tend to be under-estimated. I always caution people to not leave their house or apartment, unless the county releases an evacuation or all clear message. Staying safe is the number one priority!
Re: Gift Entry for Checks from Retirement distributions and from Estates
Hi @MaryEllenCenzalli, we enter the QCDs from IRAs as a donation from the individual, not as from the financial institution. But that soft credit idea is an interesting way to handle those! We might consider that instead. For trusts & estates we create a separate organization profile for the estate or trust and connect that record with the deceased. The executor is named as contact on the estate profile.
Re: Looking for unique or favorite grant application questions...
Thank you, Aaron. Great insight.
Organizational Name Changes
How do you handle the history of organizations that have changed their names?
For example, If Outagamie County Historical Society has received a dozen grants under this title, and then changes its name to History Museum at the Castle (true story) how do you preserve that history of the old name? If I merge the organizations, then I lose the name of the organization that received the grant in that history. If I leave them separate, then when I go to pull a history of grant making to the History Museum at the Castle, it will lose the history of having received grants as Outagamie County Historical Society.
Meg
Re: Scholarship "Essay" Questions - Fixed, Choose Your Own, Short, Long?
We are trying to switch to "getting to know you" essays - a shift to short or long answer questions sounds intriguing. Would you mind sharing what your questions are? Do you use different and/or fewer questions for tech/vocational students than those bound for 4-year colleges? We are being told by guidance counselors to ask very few "written" answers from tech/vocational students as they will be turned off from the application.
Re: Do any of our peer community foundations grant scholarships internationally? If so...
Thanks @LauraMalone and @LisaBoxWilliams! This information is helpful for us.
Re: Trade and Technical scholarships
I feel your pain, @MarieFelver. We have a trade/technical scholarship to retrain adults who experienced job loss, and we are struggling to get applicants. The most success we have had is through connecting with the trade schools and community colleges in our area to make them aware of the scholarship, and they send students our way. Traditional media and even social media has not worked well for us. Good luck!
Grant Application Review Checklist
Hi all,
I just wanted to start a conversation around grant application reviews and see what others are doing to review applications. I mostly ask this because I know many of you will know that there are many components to a grant application, and keeping track of all components can be a little cumbersome. So, I would love to see what others are doing and see if there's something I could be doing differently to make the initial review of our applications easier. I am attaching the current review template I created because the organization had nothing in place when I got here. I would love for others to share what they are doing when they begin reviewing applications and the required components of the application.
