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Collection of Audit Files
For the beginning of this year, we've decided to look for better ways to utilize the Foundant reporting feature to track the presence of various files for use in auditing procedures. So far, we've been uploading the files (acknowledgement letters, check/transmittal letter, and approval documentation) to the Documents tab…
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Grants Policy
I posted this earlier as a question but didn't get much traction, so I thought I would post it again as a discussion. One of our projects for this year is to develop a written, comprehensive grant policy. We have various policies in writing and practices that we follow but need to get them in a single document that covers…
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Automatic address correction?
So apparently our student scholarship applicants don't know where they live. Is it a street, a road, a boulevard? And nevermind about pesky capitalization. ZIP code? Oh boy! :) Anyone else with SLM suffer through this and know if Foundant has consider that auto address correct function you see elsewhere on the internet,…
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Searching for Nonprofit Surveys from Community Foundations
Hello, Our Community Foundation is expanding our Nonprofit Capacity Building. We would like to survey our nonprofits to determine: nonprofit size in our community, staff, budgets, role (arts, animal welfare, etc), board demographics/need, facility needs, current funding streams, desired funding streams, nonprofit…
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Award/Payment Notifications for Grantees
Looking for inputs, workflow and/or templates, on how you might be using GLM to notify your Grantees of a new award or a payment that has been issued. We are a Community Foundation using GLM/SLM and C-suite, and processes over 1,000 grants a year under both unrestricted and Donor Advised. We are looking to fully use the…
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Emergency scholarship funds
Good morning, Do any of you provide scholarship students with emergency funds (funds for living expenses, emergency school expenses, etc.)? If so, what is your process like? What are the pros and cons of a program like this? Thank you! Robin Cowles Fremont Area Community Foundation, MI
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Is your Foundation using a Letter of Intent to screen grant applicants? If yes, how?
Hello! I am the new Community Investment Officer at the Hamilton Community Foundation. We are considering using a Letter of Intent in our grant application. Does your Foundation use a Letter of Intent, and if yes, how are you using it? Can anyone provide their question list? Does the Letter of Intent streamline the…
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DAF letters to advisors regarding pledges
Hi. We are looking to update our wordage in our letters to our DAF advisors regarding pledges. Specifically, the United Way pledges. Does any have any examples of their letters that they are willing to share? Thank you in advance!
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SAT Scores for Scholarships
Good Morning, I am curious how many of you require SAT Scores on your applications for scholarships vs do not require it on your application. Last year we had it as optional, but are trying to determine if we should make it required or not. If you have it optional, how do you factor it into the scoring? Does the…
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Coffee Talk: Funding Displacement and Scholarship Awarding Process
Thank you to everyone who joined us today to talk all things scholarships and the awards process! Below are some other resources on scholarship displacement that you can take a look at! Use this space to continue the discussion!