We're looking at companies that offer white label marketing materials for both professional advisors and for legacy society members. What are you using? We know Embolden has an option for professional advisors, as does Crescendo. What other companies offer this type of copy to make your life easier (and would you recommend them??)? Thanks for sharing!
- What should we be aware of when establishing a scholarship for international students/universities? Note: This would be an employer scholarship for dependents of international employees.
- What IRS guidelines are you using to govern your work?
- Are there particular nuances with the application, selection, or grant process for these scholarships?
Anything else we should know?
Thanks for your input!
What language do you use related to non-discrimination in your fundholder agreements and public communications about scholarships? Do you refer to a specific law, or have a list of "we do not discriminate based on X"?
How do you rectify these non-discrimination clauses with scholarships that are for a specific race, gender, etc.? For example, we have several that are for African American students, but it feels like we are contradicting ourselves with the non-discrimination language. I know that many Community Foundations have race, gender, or other protected class-based scholarships, so how do you handle that from a legal perspective? In some of our external communications we say that there is a "preference" for X.
Note: We aren't looking to change or take away these scholarships--they are needed! We are just revising our fund agreements and want to know how others word things.
I wanted to start a discussion around data collection, specifically to see what kind of data you all are collecting from your grantees. I am going through my first round of analyzing accountability reports since joining the organization I am with and sad to see we aren't collecting much quantitative data; a majority of the data we are collecting is qualitative, which isn't helping me to show the impact we had with our funding in numbers. After watching many of the amazing webinars provided by Foundant, I was left with a lot of hope that we can improve our data collection so we can better show our impact in the community. We help support tennis programs in FL, so currently the only quantitative data I can collect and show is how many people participated in a program. With that said:
1.) What kind of quantitative data are you collecting?
2.) How are you collecting that - through follow-up reports, as the program goes, at the grantee's discretion?
Since I am not in a position to make decisions for changes made to our programs as I please, I am hopeful that I can use what I get from here to advocate for changes to our data collection process. Essentially, I don't want to give out money just give out money - I want us to be able to show our donors and our constituents that we are truly invested in bettering our communities. Thanks in advance for those that provide input 😄
The Thunder Bay Community Foundation is seeking a bookkeeper/accountant who is well versed in Foundant. Other duties include:
- Running payroll using 'Humi', record monthly transactions, reconcile bank accounts and investment portfolio, prepare monthly budget to actual reports, prepare and submit WSIB return, prepare annual HST rebate, prepare T4s for staff and T4As for scholarship recipients
We are located in Thunder Bay, ON, Canada. A remote bookkeeper is also acceptable. Please let me know if you know of anyone or have any recommendations!
Operations and Communications Coordinator
Thunder Bay Community Foundation