-
Washington D.C Regional Training
We are excited to announce Foundant is coming to Washington D.C for a Regional Training August 5 & 6! Register here to connect with your Foundant peers at our 2-day software training and networking event. I hope to see you there!
-
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…
-
New Compass Tour! (May 2023)
Watch the video:
-
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!
-
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…
-
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…
-
Drivers and Barriers to Funding for Youth Well-Being: Survey
Mindful Philanthropy is seeking funders of all backgrounds and issue areas to complete this 3 minute survey on the current drivers and barriers to funding the well-being of our nations’ youth. After seeing our young people struggling to cope with the aftermath of the pandemic and rising school violence, we’re attempting to…
-
Is there anyone willing to share their Grant Review Committees job description?
Hello - looking to institute an external review committee and wondered if anyone might be willing to share a job description example. Thank you in advance.
-
Nice to Meet You!
Hey everyone! My name is Estella Coghlan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after I heard about the strong internship program. I am originally from Mandan, ND, and have a background in the food service industry and office admin. I…
-
Newly Hired Client Support Intern
Hey everyone, my name is Kyle Shick and I am the new Client Support Intern here at Foundant Technologies. I became interested in working for Foundant as I was going through my search for different internship opportunities. Foundant really stood out with the role, longevity, and niche that the company operates in. I am…
-
November's Top 10 🌟
Congratulations to @AmberWestbrook1, @elizabethschroeder, @MichelleGruhn, @MariannePlath, @MonicaRojas, @KelleyHoagland, @AngelaBreslin, @GregStanley, @RichLucas, and @RichardDudley for being on the November Top 10 Leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise.…
-
Does anyone else have challenges with unidentified stock gifts?
We routinely get stock gifts into our Schwab account with no additional information. We have a process for sharing stock transfer information with donors but once someone has that information it's easy for them to send other gifts and frequently we receive stocks with no indication who it's from or for which fund it's…
-
Budget Software/Tools/Apps
Our Foundation operates on a calendar year, but we are heavily funded by other foundations so many of our funds have budgets that span over several years. We find that the budgeting tool in CSuite will not meet our needs. We wondered if any other Foundations are using another software/tool or app to supplement their…
-
Fund Segmentation
Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stewardship tools within CSuite. I wasn't able to tag everyone, so will send this link within an email. Hopefully others in the…
-
Credit Card Services for Managed Funds
For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?
-
What tool does your foundation use to manage contacts?
Hello, We are a private foundation and use GLM to manage our grantmaking. We are evaluating how we manage contacts at our organization, and are interested in learning how other foundations using GLM are managing contacts. What do you use?
-
Could anyone share the questions they use in their LOI process?
We've recently started using Letters of Intent (LOIs) as part of our grant process, but we’ve found that the questions we currently ask aren't providing us with enough useful information. If anyone is willing to share the questions they use in their LOI process, it would be greatly appreciated. Thank you so much for your…
