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Using third party to obtain financial information
Currently on our UA application we ask students to provide their financial information, as reported on their last tax form, either as a dependent reporting their parents information, or as an independent reporting their own financial information. We have been considering using the third party option to have parents…
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How long is your scholarship application open?
For years, our organization's annual scholarship application has opened on January 15 and closed two months later on March 15. We're considering moving up the deadline and having the application open for a shorter period of time, possibly 6 weeks. What are the open & close dates for your scholarship program? What factors…
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EFC to SAI Changes
Hello, Can anyone provide on information transition process from EFC to SAI changes. My organization typically uses EFC chart, as well as institutional aid to determine unmet need. Does somebody have an example or template for estimated conversions for SAI.. They have developed and/or plan to implement? Thank you, Kaylin
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What does programming mean to your CF?
Hello! Our CF is making some strategic plans and have recently decided we were going to do more programming. I have been tasked with figuring out what a "program" is for our organization. In the past we have run a scholarship cycle, grant cycle, and a couple initiatives as our programs. However, we would really like to…
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Scholarship rubric scales for activities, community service, and work
We are working to update our evaluation questions for our selection committees as they review scholarship applications. We are trying to create a scale to measure the quality of students' extra-curricular activities, community service, and work. We want to offer clear guidance to evaluators for why they should give…
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Grants Distributions Forms: How to Set Up for Irregular Distributions?
We're considering using the follow up process to build a form for distribution requests, but distributions vary from grant to grant, and can be very irregular. Has anyone found an especially creative or useful way to make the follow up forms work for grant distributions better than grantees simply emailing the info to us…
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Fund Advisor Content for Portal - Grant Request Header and Footer
Hello, Would anyone mind sharing their content in the Fund Advisor Portal Content -Grant Request Header and Footer? I have an issue with advisors sometimes not seeing their unsubmitted grant requests, due to a lengthy Header. Thank you! Sally Hermann St. Croix Valley Foundation
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Demographics by Candid
Hi everyone, We’re working on content related to the Demographics by Candid integration in GLM and would love your input. Have you implemented/are you planning to implement the integration? If so, what are your goals? If not, what’s driving your decision? Thank you in advance for your thoughts! Jennifer
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Grant letter for Annual Grants for Donor Designated Funds
Hello, Would anyone be willing to share their letter they use for annual distributions from donor designated funds? Thank you! Sally Hermann St. Croix Valley Foundation
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Site Visit
Hello! Our Foundation is implementing site visits. We are considering a couple of different avenues in what the goal is with them, either taking the place of a report that they now complete on our grant portal within the year of receiving funds or a more informational approach, both with the main focus of relationship…