Compass

A Foundant Community

Fund Development

Share questions and tips about fund development.

How have professional advisors impacted your development strategy? [Coffee Talk]

MargaretOwenSpiak 138 views 2 comments 9 points Most recent by KentWeimer August 10
New offering: Boost your email efforts in 5 minutes a week- for free!

EphraimGopin 12 views 0 comments 2 points Started by EphraimGopin July 19
Mind the GAP – how gift acceptance policies make you the superhero!

KentWeimer 13 views 0 comments 2 points Started by KentWeimer July 15
Unique situation for donors

Answered CarrieMiller 51 views 4 comments 10 points Most recent by KentWeimer July 15
Procedure for updating fund record in the event of death of advisor(s) or other life-changing event

Answered SallyHermann 91 views 1 comment 3 points Most recent by andriabaker June 29
Leveraging Donation Portal to Support Fundraising Efforts

SidneySuttles 82 views 3 comments 6 points Most recent by LaurelShulman May 6
Fund liaison assignments for donor stewardship

elizabethmesserli 34 views 1 comment 1 point Most recent by LaurelShulman May 3
Community Indicator Reports

elianapritchett 95 views 7 comments 12 points Most recent by monikacollins April 14
Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)

AlyseBraaten 82 views 5 comments 8 points Most recent by JenniferCooke March 8
Connecting Donors with Funding Opportunities & Community Needs

SidneySuttles 35 views 1 comment 3 points Most recent by BethNuttall February 7
Bequest Best Practices

elianapritchett 139 views 8 comments 4 points Most recent by kathleensayce January 18
Coffee Talk: Annual Report planning starts now! Strategies to tell meaningful stories year after

[Deleted User] 61 views 2 comments 4 points Most recent by BrittanyTimmons January 6
Five Creative Virtual Fundraising Ideas

KaraAdams 16 views 0 comments 0 points Started by KaraAdams December 2021
Have any of you celebrated financial milestones at your Foundation?

Answered MarshaPope 12 views 1 comment 1 point Most recent by TomWickersham November 2021
Family Foundation - Unrestricted DAF

KarenWolf 13 views 0 comments 1 point Started by KarenWolf September 2021
Looking for how to's and tips re beginning Professional Advisor engagement

LornaSandberg 15 views 1 comment 3 points Most recent by KentWeimer September 2021
Coffee Talk: A Goal, a Path, and a Mission: Communications Planning at Your Foundation.

LisaRupple 85 views 4 comments 6 points Most recent by GennaFreed August 2021
Identifying Volunteer Stewards

MichelleCollins 21 views 1 comment 1 point Most recent by jessbarrie August 2021
Field of Interest Fund

KarenWolf 62 views 2 comments 1 point Most recent by KarenWolf July 2021
Does anyone have an example of a Donor Survey or Donor Intake Form that they are willing to share?

Answered ReneeCouser 105 views 4 comments 1 point Most recent by elizabethmesserli May 2021
Impact reporting for donors

SallyGillespie 42 views 0 comments 2 points Started by SallyGillespie May 2021
Sharing information when working with Fundraisers for Fiscal Sponsorships and Designated Funds

Answered ✓ MissyBelles 43 views 3 comments 0 points Most recent by MissyBelles April 2021
Database Ranking - Development Plan

KarenWolf 64 views 7 comments 5 points Most recent by KarenWolf April 2021
Using Technology to Support Asset Growth Through Challenging Times

[Deleted User] 41 views 0 comments 1 point Started by [Deleted User] April 2021
Do your (DAF) fund fees contribute to discretionary grantmaking?

LaurelShulman 25 views 1 comment 2 points Most recent by janblohm April 2021
Donor Management Coffee Talk: Stewardship Strategies for New Donors in The New Normal 01-06-21

LisaRupple 171 views 4 comments 1 point Most recent by [Deleted User] January 2021
Setting a campaign to sell Pavers

pamfarrar 21 views 1 comment 1 point Most recent by KaraAdams December 2020
Fund Types

robincowles 13 views 2 comments 0 points Most recent by LornaSandberg September 2020
Fund Types

robincowles 4 views 0 comments 0 points Started by robincowles September 2020
Multi-fund signature page

sarahdixon 26 views 0 comments 0 points Started by sarahdixon September 2020