Best Of
January's Top 10 Compass Members!
Happy 2026!
Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout January! Let's give a round of applause to: @KristiLester, @DanaJeffery , @AaronSpevacek, @PamelaProvo, @DianaMaxwell, @MauraWhite, @ChristinaValdois, @cydneypearce, @JuliaWitcher, and @LisaDelang!
As always, each of you is entered into our monthly draw for a special surprise. Stay tuned for tomorrow to see who’s chosen! 🎁✨
Want to land on next month’s leaderboard? Take a peek at this post to learn how. And don’t forget: adding a profile photo not only earns you points, it helps build a friendlier Compass community.
–Gretta, Compass Intern
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 time spent reviewing applications that we ultimately decline.
We’re starting to look at whether there are ways to simplify this part of our process while still being clear about what we fund. A few questions for those who have been thinking about or working through this:
- Have any foundations moved away from an open LOI process and shifted to working primarily with returning applicants?
- Has anyone limited LOI submissions in a way that helps ensure organizations are a better fit before applying?
- How do you communicate funding priorities and eligibility in a way that reduces misaligned applications without discouraging strong ones?
We would really appreciate hearing how others are handling increased volume and managing this part of the workflow more efficiently.
Thank you in advance for sharing your experiences.
Re: Compass FAQs for New Members
Boosting this so our new members have a chance to read!
Re: Stripe or direct to a bank account for Fidelity Charitable ETF DAF donations?
Hi! We are curious about this as well. We worry that they won't know what Fund to pick/won't pick the correct fund, as we have over 800 different funds. Curious about your experiences.
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 a reason not to choose that path?
