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Foundant Events Update: Milwaukee Regional Training Wrap Up and Upcoming Trainings
We're so grateful to have been hosted by the Greater Milwaukee Foundation for our most recent regional training held September 17 & 18. 60 intrepid clients came together for 2 days of learning and networking. The highlight of the training was an introduction to the new Data Visualization tool that will soon be available to…
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Nashville Regional Training
We have opened registration for our upcoming Regional Training in Nashville. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 November 11, 2025 – November 12, 2025 📍 Nashville, Tennessee Register here to connect with your Foundant peers at…
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Milwaukee Regional Training
Great news! We still have spots available for our upcoming regional training in Milwaukee. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 September 17, 2025 – September 18, 2025 📍 Milwaukee, Wisconsin Register here to connect with your…
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Compass FAQs for New Members
As we welcome more and more new members every week, we put together a Compass Frequently Asked Questions list to get started in the Compass Community! 1. What is Compass? Compass is Foundant + SmartSimple + GivingData's online community for philanthropy. It is your destination for connecting with peers in the field,…
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Discussion Space: OMB's Freeze on Federal Grants and Loan Disbursement
This is a space for all who have been affected by the recent federal Grands Freeze. More information can be found here and an outline here.
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Donor Education Event - topics and speakers?
Hello all, We plan to host a donor education event in the fall and are looking for topics and speaker ideas. We had three of these events pre-covid. The topics were ESG investing, how to engage the next generation/family philanthropy, and the importance of capacity-building support. We are open to any topics and speaker…
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New Compass Tour! (May 2023)
Watch the video:
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POLL: What time of year does your organization prepare its budget?
Are you on a calendar year budget and do your budget planning in the fall? Does your fiscal year end in May and you work through budgets early in the year? Vote in this anonymous poll, and share additional details on your processes below!
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Have you commented yet? Provide input on collecting and reporting race and ethnicity data.
Want to make sure everyone is aware of the April 12, 2023 deadline to provide input into this process. Summary: The Office of the Chief Statistician is taking a key step forward in its formal process to revise OMB’s statistical standards for collecting and reporting race and ethnicity data across Federal agencies…
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How Philanthropy Can Support Culturally-Led Mental Health Programs
Mindful Philanthropy is pleased to announce the release of our latest funder guidance, For the Community, By the Community: How Philanthropy Can Support Culturally-Led Mental Health Programs. We hope that this guidance can be helpful as you make an impact in the mental health of communities of color. The guidance is…
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Client Support Intern Introduction
Hey everyone! My name is Ruxshan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after learning more about how the company supports funders, grant providers, scholarship providers, and community foundations in making a meaningful impact. I’m…
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January's Top 10 Compass Members!
Happy 2026! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout January! Let's give a round of applause to: @KristiLester, @DanaJeffery , @AaronSpevacek, @PamelaProvo, @DianaMaxwell, @MauraWhite, @ChristinaValdois, @cydneypearce, @JuliaWitcher, and @LisaDelang! As…
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Handling increased volume and managing workflow more efficiently?
Hello everyone, Like many foundations, we’re seeing a noticeable increase in the number of Letters of Intent (LOIs) submitted each year. As we reviewed our 2025 submissions, we realized that many organizations submitting LOIs did not meet our funding guidelines or criteria, which has resulted in a significant amount of…
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New Client Support Intern
Hey everyone! My name is Nicole and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant when I learned about the mission to enable non-profit organizations to help more people! I am originally from Boise, Idaho and am currently studying Data Science and…
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Filing 1099s
Hello! I saw a post from 2025 about 1099s here which was helpful. I just wanted to make sure I understand that we aren't able to file a 1099 within CSuite, correct?
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The Cape Cod Foundation is hiring a Operations and Finance Coordinator
JOB TITLE: Operations and Finance Coordinator POSITION TYPE: Full-time, non-exempt REPORTS TO: Vice President of Operations SUPERVISES: N/A POSITION LOCATION: Office of The Cape Cod Foundation, 261 White’s Path, Unit 2, South Yarmouth, MA Please Note: The Cape Cod Foundation provides a hybrid work option for eligible…
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2025 Year in Review
Happy New Year! Scroll through our 2025 Compass Year in Review to see everything we accomplished together. Thanks for contributing, connecting, and being such an important part of our growing community! In 2025 we had…. 654 New members 368 New discussions 734 New comments 285 Contributors 88 Questions answered 134,325…
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Stripe or direct to a bank account for Fidelity Charitable ETF DAF donations?
I am curious to know whether people are going to opt for the automated ETF transaction payments from Fidelity Charitable via Stripe or if they will want those donations to go straight to a bank account. It would seem that the option to use Stripe would reduce the manual entry of donations from Fidelity Charitable. Is there…
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December's Top 10 Compass Members!
Happy New Year! Even with December being a bit quieter thanks to the holidays, our Top 10 community members still showed up and made Compass shine. Big cheers to: @RoyWilliams, @JulieGurnon, @LeeAnnGunning, @ChelseaDanner, @RobertoCremonini, @AndreaGerhard, @EleniZulia, @ElizabethZappa, @PaulTomkins, and @LyndseyThompson!…
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Happy Holidays, Compass! 🍿✨
With the year wrapping up, let’s add a little festive fun to the community. We all have that one holiday movie we have to watch every season - mine is The Polar Express! 🚂💫 Cast your vote in our Holiday Movie Poll below and tell us which film gets you in the spirit! Add yours below if you don't see it listed!
