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Drivers and Barriers to Funding for Youth Well-Being: Survey
Mindful Philanthropy is seeking funders of all backgrounds and issue areas to complete this 3 minute survey on the current drivers and barriers to funding the well-being of our nations’ youth. After seeing our young people struggling to cope with the aftermath of the pandemic and rising school violence, we’re attempting to…
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endowment examples
Would others in the community foundation world be willing to share draft endowment agreement language with me? We are considering opening an endowed fund for a rural hospital foundation. My community foundation wants to review the current draft agreement and is looking for examples to review as part of this process. My…
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Process for changing fund types?
Does anyone have a checklist or process to share regarding internal due diligence and process steps for changing fund types? We have fund holders with Donor Advised Funds who have relinquished their right to advise on the DAF and requested that it be used to support either operations or grantmaking. At that point, it…
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Single Third Party Invested Funds
I was wondering if anyone had a policy/handbook available that they use for investment managers who have clients that want have the investment manager continue to invest the funds, but the account becomes a charitable fund with the foundation? I know that there are foundations that have gone down this route successfully…
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Fund has an assigned template tracking
We are going to start selecting a few funds that will have assigned grant letter templates. Or rather we are going to start adding funds to a few special grant letter templates. If you do this please share how you accomplish the following: 1) How does your grant processor know a template is assigned to the fund so they…
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Restrictions/policies when permitting non-endowed or flow through funds?
We have a policy that an Endowed Fund must be started before we permit a non-endowed or flow-through fund to be established. We are revisiting this, however. I am curious as to whether other Foundations permit non-endowed/flow through funds to be established on their own, and if so, are there policies or terms of reference…
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Creative ideas for Donor Recognition events or themes?
Hi there - we would like to hold a donor recognition event for our fund advisors, and were wondering what others do that may be unique or creative. We have had charities speak before, and were thinking of a charity tour, but also wondering how others added some ooomph and value, for the donor and for us an organization?
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Moved: Looking for best ways to use CRM functionality in CSuite for small to mid-size Community Fou…
This discussion has been moved.
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New Donor and online donor stewardship
We've just finished our second year using CSuite including the online giving functionality and are seeing an increased # of gifts and average gift $ for our online gifts. This has led us to re-examine how we intersect with these donors. Do you utilize the auto-tax receipt feature in Csuite and/or the auto-tax receipt in…
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New Donor Report
Has anyone had luck building a new donor report? We are trying to build a report that shows us new donors for 2022 AND includes the funds they gave to. We are able to pull new donors, but not with the donation fund included. I've not been able to get a custom report to work. If you have a report that works and wouldn't…
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Corporate/Employee Scholarships
Our team is working with a donor to establish a scholarship program for his employees. This is new to our foundation, and we want to ensure we set it up correctly. Is anyone willing to share their agreement language, criteria, scholarship committee makeup, process for working with HR to make sure you are meeting the…
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Impact reporting for donors
I am looking for examples of grant impact reporting to donors that contribute to area-of-interest funds. (not Fund Advisors.) We treat these donors like "shareholders" of the Funds to which they contribute and want to be able to present simple reports that help these donors know what impact they are having in our community…
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Who (platform) have you used to do a "text to donate" at your event/gala?
We're looking to keep things sweet and simple with this year's gala "ask" and would like to go the route of "text to donate." What platform have you used? How did it integrate with Stripe?
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What are a few of your year-end giving tips and tricks?
During today's Coffee Talk attendees shared tips and tricks on how they navigate the busy year end. Let's continue to crowdsource ideas here!
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Universal Fund Agreement
Hello, We are looking at revising fund agreement templates, possibly to a more universal template. Would anyone have a sample to share, as a starting point? Thank you! Sally Hermann
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Sharing Fund info (not permissions) with non-Advisor family/descendants?
Good morning, Years ago, we had a sub-fund created in honor of "Sally" by one of our Affiliate Fund boards after her passing. The Fund supports the grantmaking activity of the Affiliate so the Affiliate is the technical Fund Advisor. The granddaughter of "Sally" now wants to get engaged with the fund and maybe help it…
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Do you use variance power in your Agency Fund Agreement?
Hi all! We are having some conversations with our auditors about agency funds and I would love to have you fill out this little survey asking if you use variance power language in your agency fund agreements - thank you so much for filling out this survey! Missy Belles Gifts & Grants Administrator Whatcom Community…
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Giving Days
Does anyone charge a fee to nonprofits that participate in your Day of Giving? If so, how much?
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Fundholder services/stewardship
Good morning, I'm new to community foundations and am tasked with creating a formal fundholder services program. Our goal is to improve fundholder onboarding and make our ongoing communications as well as the services we provide more strategic and personal. Any advice or suggestions you may have would be greatly…
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How have professional advisors impacted your development strategy? [Coffee Talk]
Use this discussion to share experiences and best practices to supplement the Coffee Talk, Working with Professional Advisors. Other topics of discussion include: - What role do professional advisors play in your organizations? - What are some ways foundations can help professional advisors and their clients? - What…
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New offering: Boost your email efforts in 5 minutes a week- for free!
Email is critical to a nonprofit's success. It helps with fundraising, marketing and much more. It's a great tool for connecting with individuals, building relationships and converting subscribers into donors. I am thrilled to share with you a new project launched in partnership with Foundant Technologies: The Weekly SEND…
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Mind the GAP – how gift acceptance policies make you the superhero!
I recently wrote a blog that you may find interesting. If you don't have gift acceptance policies, you should. If you do, have you reviewed them recently and do you follow them? This is a quick and informative read. Community Foundations need a good GAP as well as any nonprofit. Thanks. Kent C. Weimer, Chartered Advisor in…
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Unique situation for donors
We have a set of donors who are making their post-lifetime plans for their donor advised fund. The fund is currently non-endowed and will have ~$40M added to the fund after the donors’ lifetimes. It has a very narrow area of interest for the grant funding (retrofitting homes for seniors and people with disabilities). The…
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Procedure for updating fund record in the event of death of advisor(s) or other life-changing event
Hello, Would you be willing to share your process/procedure on how you document and update aspects to a fund record, in the event of fund advisor(s) death, divorce, or any other life-changing event? Thank you! Sally Hermann St. Croix Valley Foundation
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Leveraging Donation Portal to Support Fundraising Efforts
Outside of COVID19 disaster relief funds, we've never really leveraged the customization of the donation portal through CSuite/Stripe to highlight other funds and their work. As we are looking to grow our development team and the ways in which we support donors and fund holders interested in fundraising, I've wondered…
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Do you have a collaborative giving group (i.e. Giving Circle or Funder Forum) at your organization?
We would love to hear more about what your organization is doing! Join us for this week's Coffee Talk! Register Here
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Fund liaison assignments for donor stewardship
We are developing a "fund liaison" program at our community foundation to more proactively serve our fund holders and make sure they know their "person" at the Foundation and we can provide more personalized, ongoing stewardship. Most of our fund liaisons are in our philanthropic services department and a few from…
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Community Indicator Reports
Hi all! I received lots of good help and feedback on my last post, so I thought I'd post again. We are looking in to conducting a community indicator report/needs assessment for our region. I know a lot of other foundations have engaged in this area, so I would love to hear any thoughts on best practices! Any information…
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Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)
On today's Coffee Talk @LisaStachula shared about some changes they made in their follow up form to collect photos and more structured thank you messages from their students to create donor packets. She also talked about using a tool called ThankView. I've attached the follow up form here. Feel free to take a look.
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Young Professionals Giving Group
I am curious if any other Foundations are doing a young professionals giving group or similar group? If so, I would love to hear more about best practices, guidelines, and giving levels! Thanks, Eliana
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Connecting Donors with Funding Opportunities & Community Needs
We are a state-wide community foundation and are frequently contacted by organizations and municipalities throughout the state who have funding needs and have questions about what opportunities our CF offers. In some cases, our community funds or grant programs can meet these needs, but many times we don't have a program…
