Best Of
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 opening of the cycle to grant award notifications to be more responsive to our grant partners. We would be interested in talking with other similar-sized foundations about the process that you use. Some particular topics we are thinking about include: deadlines (fixed vs. rolling), steps in the process (LOIs, site visits, full applications), easier renewal processes for partners whom we support regularly, and internal approval processes (staff vs. board). We would be very interested in hearing from others who have found ways to shortened the timeline for applications and decision making. If anyone has any advice or would be willing to set up a time for a conversation, please let me know!
Marian Clowes, Associate Director, Sisters Health Foundation
Re: Who is using Foundant CRM very well
We are a growing community foundation that migrated to CSuite in 2020—we use CSuite for all of its fund accounting features and CRM/Profile management. We have been very happy with it. I don't exactly know what you mean by moves management. CSuite allows you to generate a broad array of custom reports, manage campaigns, track opportunities, and manage relationships among donors. Hope that helps.
Pam
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 Compass. Congratulations to:
- @AndreaGerhard (264 points)
- @SaraNickels (229 points)
- @JoleneWillis (178 points)
- @SusieLotreck (126 points)
- @PaulaMendes (121 points)
Here’s to continued growth and many more milestones together!
Students Who Apply for Every Scholarship Without Reading Requirements/Preferences
Hello … we are a Community Foundation that has 30 online scholarship processes. We have a number of students who copy and paste their application into almost all of the available processes without ever looking at the requirements and/or preferences. It is not feasible to go with a Universal Application, as every process has its specific details.
Has anyone else encountered this issue? Does anyone have suggestions on how to convey to students to look at what they're applying for and not just blanket applying?
Thanks in advance!
Deb Clark, Scholarship Administrator
Tuesday Tips: New Look on Groups
If you click the "Groups" tab on the top of your Compass page, you will notice there is a new and updated look!
Groups has gone through a major update, making them simpler, cleaner, and easier to use.
If you are registered for Summit or any other Regional Training, go ahead and take a look. Let us know any feedback in the comments!


