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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's online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best…
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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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Elias Vesbach Introduction
Hello Everyone, I am Elias Vesbach, a sophomore at Montana State University. I am double majoring in finance and accounting while also getting a minor in small business management and entrepreneurship. I am originally from Columbus, Montana. I love to do all the Montana things, including hiking, fishing, skiing, and…
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AI for Community Foundations
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…
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Introduction
Hello everyone! I am Elizabeth Clary, one of the new Client Support interns here at Foundant Technologies. I became interested in this position after hearing all of the wonderful testimonies about the internship opportunities here. I am originally from Chicago, Illinois and am in my last year at Montana State studying…
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Collaboration Grants
Does anyone do collaboration grants where multiple organizations come together and submit one application for the group? If so, how do you process these and track them in the system? We are currently having one organization be the primary one to submit the application and who we make the award to, but knowing that funds…
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Universal Fund Agreement
Hello, We are considering creating a Universal Fund Agreement. Would anyone have a template they might share with us, as a sample? Thank you! Sally Hermann St. Croix Valley Foundation
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Distribution rate from 4% to 6%
Staff at our foundation are recommending that the Board consider increasing our 2026 distribution rate from the traditional 4% to 6%. This recommendation is based on two key factors: stronger-than-anticipated investment returns in 2025 and the expectation that nonprofits in our region will face increased demand and…
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October's Top 10 Compass Members!
Happy November! 🍂🍁🦃 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout October! Let's give a round of applause to: @MariusDereskevicius, @AndreaGerhard, @SaraNickels, @JesikaEllis, @SusieLotreck, @DebVaughn, @JackieLaw, @sydneydetweiler, @SydneyMurrell, and…
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Best way to handle a bank account that doesn't need balances swaps
We are considering reclassifying one of our bank accounts from a bank account to an investment account in Foundant. This account is not used for daily transactions, and we want to: Exclude it from all balance swap activity – it should not be swept or adjusted during cash management. Maintain a consistent reconciled balance…
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Philanthropy Southwest 2025 – Let’s Share What We Learned!
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, I’d love to use this thread as a space to reflect, share, and connect around what we learned. Discussion prompts: What was your biggest takeaway or “aha” moment from the conference? Did you attend any sessions that stood out…
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September's Top 10 Compass Members!
Happy October! 🎃👻🍁🕸️🦇 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout September! Let's give a round of applause to: @JoleneWillis, @AndrewBusch, @TeriKleckner, @AustinSchroeder, @SaraNickels, @jillfreese, @nicolehorn, @BethHarrison, @BrandyTighe, and…
