Be sure to fill out this survey provided by TAG and Grantbook before today's deadline. This survey reveals how grantmakers are thinking about technology, from investment and risk management to data governance and AI adoption. Click here: https://www.surveymonkey.com/r/2026TAGSOPTM17
Has any organization integrated AI into their daily work beyond just taking minutes and sending emails? We are struggling to find resources and training applicable to community foundation work, and our staff, particularly development staff, are asking for more. I would love to chat with someone who has found unique…
With this whole new world of AI, we are looking at creating an AI Policy. Would anyone be willing to share their policy to help us get started? Thanks!
Hello, Friends! I am the Director of Marketing Communications for Foundant+SmartSimple+GivingData and I'm excited to share a new content series we will be publishing over the next few months. We started with our "How Foundations are Using AI to Multiply Mission Impact" webinar on 7/24 and will be continuing the series next…
Colleagues - We are hoping to garner some more enrollment/usage on our Donor/Fund Adviser portal. How have you all gotten higher rates of enrollment? Matching? Prize drawings? Open to lots of options and ideas! Thank you!
Anyone have experience using Zeffy?
During Cybersecurity Awareness month, we discussed how to protect sensitive data and maintain security protocols in a quickly changing environment. We hope you will join this discussion and share what your organization is doing to prevent security threats.
Hello! Our grants teams is looking to enhance our data visualization and reporting. I have begun researching various tools and platforms to analyze and automate some reporting functions. Curious if there are any folks who are actively using any BI or Automated Reporting tools? Perhaps any tie-ins with Foundant and best…
We are thinking of moving to Electronic Signatures for our grant agreements. In the past, we have required physical signatures from the grantee's CEO or CFO so we have not had the grant agreement completed through Foundant. Does anyone use a signature service like Docusign or Adobe sign? I hope you are all well.
Hi Compass Community! My name is Rachel Myers and I have been working with the great team at Foundant to create a new learning series in response to this critical question: How can you release some pressure and create more space to work on what is most important to you and your organization? SPOILER ALERT: It is NOT about…
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