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Organizational Name Changes
How do you handle the history of organizations that have changed their names? For example, If Outagamie County Historical Society has received a dozen grants under this title, and then changes its name to History Museum at the Castle (true story) how do you preserve that history of the old name? If I merge the…
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Scholarship Agreement
Hello all, we are new to Foundant this year with our scholarships and I am wondering if anyone has a copy of their scholarship agreement or terms and conditions they are willing to share that they use on the follow-ups? Thank you kindly.
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DAF grants to nonprofits where advisors sit on the board?
Do any foundations prohibit grants issued from DAFs (donor-advised funds) that go to nonprofits where the fund advisor is on the board? What if there are no staff of said nonprofit, so the work of the agency is conducted by the board members? And, what about issuing a grant to the nonprofit if the address of the nonprofit…
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Scholarship Evaluation Committee Best Practices
I've heard several clients ask some great questions about scholarship evaluation committees over the past few weeks. I'll note my understanding of the Best Practice below, but I welcome other opinions and discussion. Committee Composition for Donor Funded Scholarships: Is it ok for a donor to be the only person selecting…
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Small Business Grant Application
Hello! I am new to the world of writing applications and I am looking for some examples of grant applications other organizations may have used. Our applicants will be small business owners requesting funds. Any of your own examples would be very helpful. Thank you!
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Gender versus Pronouns??
Good afternoon!! I am new to the Foundant/Compass Community, and am looking forward to getting some great feedback!! Reviewing our scholarship application and wondering if everyone is using the term Gender on their applications or using Pronouns instead? What is best practice? Thank you so much! Kasey
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Moved: Do you collect scholarship recipient guardian information? If so, how?
This discussion has been moved.
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Rolling Scholarship Application?
Does anyone offer a scholarship application with a rolling deadline, with applications reviewed as they come in? Can someone address the legality of such an arrangement - e.g. if eligibility criteria are clearly laid out, it is awarded on an objective basis, the scholarship is offered to a sufficiently broad charitable…
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Sample Templates to send to Inactive DAF Holders for grantmaking or giving
Hi all! Would you mind sharing your letter or notice template that you send to inactive DAF holders to let them know that they have not made a grant /donation for awhile that reminds them of your policy on that subject? Thank you very much! Missy Belles
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Moved: SLM Conflict of Interest forms
This discussion has been moved.
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Compliance / Monitoring Program for a Grant Program
Hi everyone – my first post! I am excited to be part of this community. I am looking to better understand best practices around the governance of grant programs, specifically around how you monitor for any potential conflicts between your reviewers and the applications you assign to them to review. Do you have any P&P's…
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Frustration - why won't students complete follow-ups?
So frustrating - we have this lovely software, we have their email addresses, they have been told they are expected to complete a follow up form at the end of each semester!!!!!! Why is it so hard. I could get the big stick and refuse to pay for their next semester but that seems excessive. Do we need to add a "texting"…
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Peer Learning: Grant Committees
What is the structure of your evaluating body – do you have one core committee or multiple committees (fund, sector, or program dependent, for example)? What steps has your organization taken to diversify committees and to incorporate participatory grantmaking? How are community members considered for your committee…
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Scholarship letters of recommendation
Will your organization or has your organization eliminated letters of recommendation from your scholarship applications? (Unless it's part of the scholarship fund agreement, of course). I'd be interested to know your organization's thoughts about that. Thank you! Lee O'Neil (she/her/hers) Community Foundation of Fayette…
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Independent Grantee Survey Providers
Hi! I work for a 3M family foundation in Boston, MA. We are looking to conduct an independent survey of grantees to get feedback on our grantmaking and process. We are aware of CEP but wanted to know if there are other providers doing this work. We are considering CEP so would like to hear references and testimonials about…
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Financial Need Scholarships - How to score
Hi! We have a portfolio of 47 scholarships we oversee, and half of them have criteria where the student must demonstrate financial need. We ask them for their household income, number of household dependents, what other financial aid they are receiving, and if there are any extenuating circumstances to their financial…
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Follow-up asking for transcript and financials
We send a follow-up at the end of each semester asking for transcripts and financials before we send out subsequent scholarship payments. After you make the final payment, do you still ask for financials and transcripts at the end of that semester? I was wondering what the point would be because the money is already spent…
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Scholarship Applications
Does anyone know if there is a requirement to obtain the date of birth, gender and citizenship for a scholarship applicant? Our current scholarship applications ask for this information, but I couldn't find anything online that says it's required. Thanks in Advance! Jennifer Brambley
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First Pass Evaluation
Does anyone have a good resource for evaluation questions for a first pass evaluation? Looking to simplify process with a few simple questions that allow us to rank recommendations before taking a deeper dive in the review process through the 2nd evaluation.
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Would your grant recipients be interested in learning more about Foundant’s newest solution?
Do your grant recipients struggle with their technology, connecting data, and collaborating across their organization? We are excited to announce the launch of Foundant’s newest solution, NonprofitCore, designed specifically for the unique needs of nonprofit charitable organizations, NonprofitCore enables nonprofits to…
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Grant Types
We are currently working on refreshing our current list of grant types in order to best categorize what our donors are interested in. For example, we split education out further into private, public, and collegiate and added categories for social justice, racial equity, and women's advocacy. The team here brought up the…
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Donor Advised Evaluations (2)
The OCCF is in the process of finalizing our first SLM scholarship process. We usually have the scholarship committee score applications and bring those scores to DAF committees for the selection process. How do you easily share the scores with the DAF's? Or do you find another process works better? Thanks for your help!…
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Looking for more grant seekers
Hi everyone! Our Foundation is looking for more grant seekers. A) Do you have some great charities in the arts, education, or community development areas looking for additional funding this year? Could you send them my way? B) What's the most effective way you've found to alert those in need to your Foundations? TIA!
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Vote on idea to inactivate Grant Types & help with 2022 data clean up
It's 2022 and my org is now 3 years into using the GLM and CSuite - lots of learning since we started. We would like to mark some grant types we had at the beginning as "inactive" as they no longer are doing the trick, but they are attached to historical grants, which we would like to keep. If you are in a similar…
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Struggling with Attendance
Good afternoon Compass family! Looking to revamp some of our questions on our application and struggling with one question/answer in particular.... how to ask about excess absences or tardies that show on an applicant's high school transcript?? I would really appreciate to hear how you ask this question on your…
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Scholarship Payments and Policies
Dear colleagues, Weld Community Foundation is in the process of reviewing our Scholarship Policy, specifically regarding payments to cover cost of attendance versus qualified education expenses and also whether to allow institutions to provide refunds to the student. If your foundation's scholarship policy specifically…
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Impacts on Scholarship When a Student Withdraws Mid-Semester
Does your community foundation have a policy addressing how scholarship funds are handled if a student withdraws prior to the completion of a semester? We have a situation where a student withdrew with 3 weeks remaining in the semester. Do you request the college/university return those funds (or a portion of funds)? Do…
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Moved: Uniform Process Opening Date Start Time
This discussion has been moved.
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Faith-based Scholarships
Hi all, We recently had a donor approach us to create a faith-based scholarship (Christian specifically). We currently don't have any awarding scholarships that have faith-based criteria. Does anyone have a fund like this? If so I would appreciate any information on how you ask this question and the essay question you ask.…
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Scholarship - Room and Board
We have a very small scholarship program to date, but have a prospective funder who is very passionate about funding a "full-ride" scholarship including room and board. I understand this will create taxable income for the student. I'm looking for examples of a scholarship program that funds room/board and how you…
