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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. š
September 17, 2025 ā September 18, 2025 š Milwaukee, Wisconsin Register here to connect with yourā¦
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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 bestā¦
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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 speakerā¦
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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 OMBās statistical standards for collecting and reporting race and ethnicity data across Federal agenciesā¦
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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,Ā 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 isā¦
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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 nationsā youth. After seeing our young people struggling to cope with the aftermath of the pandemic and rising school violence, weāre attempting toā¦
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New to the team!
Hello everyone! My name is Lina Spaes, and I am one of the new Customer Support Interns here at Foundant Technologies. As a recent Business Management & International Business graduate, I was drawn to Foundant for the exciting combination of philanthropy and technology. A fun fact about me is that I am originally fromā¦
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Hello from Intern Row in Bozeman, Montana!
Hello everyone! My name is Patrick Dowse, and I am a new Customer Support Intern here at Foundant Technologies. I am a final-semester senior at Montana State University, studying English Writing with a minor in English Literature. The communication aspect of the Client Support Intern role is what initially drew me toā¦
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Tracking Bequests and Beneficiaries
Hello, I am looking for best practices on how you are tracking bequests. We currently have an Opportunity that indicates they have a planned gift, and the beneficiary is a note. We want to find a better way to report on this. Thanks for any ideas you may have. Mary Ellen
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Grant Awards for AI Tools and Training?
Hi Everyone, Is anyone currently making grants to support organizations' efforts to purchase and/or implement AI tools to improve their operations, fundraising, etc.? Are these grants driven by the organizations? For example, are nonprofits indicating this is a need they have and they're submitting capacity-buildingā¦
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Dallas Data Visualization Training
Just wrapped up an energizing in-person training on the New Data Visualization Tool with an incredible group of clients! šš A huge thank you to everyone who joined, asked thoughtful questions, and brought such great energy to the room. It was a pleasure exploring how to turn complex data into clear, impactful visuals withā¦
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Component Fund Fundraising Events
How does everyone manage Component Funds, specifically those that do not have their own 501(c)(3) status and are advised by donor-advised fund (DAF) advisors who are part of the general public, that want to hold fundraising events (i.e. gala, golf outing)? More specifically, how do you oversee their activities? Whatā¦
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Sector Education Series: Board and Leadership Development
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 publish over the next few months. We started with our "High-Impact Board Development: Strategic Tools for Foundation Governance Excellence" webinar on 8/5. We will continueā¦
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Sector Education Series: AI and Emerging Technologies
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 nextā¦
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July's Top 10 Compass Members!
Happy August! āļøš¾š»š½ Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout July! Let's give a round of applause to: @NikkiHilchey, @SarayFigueroa, @MeghanDudle, @RosieOgawa, @SharonChelouche, @KaitlynMoyers, @AnnmariePuleio, @LeianneNeffHeppner, @TriciaLewis, andā¦
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Community Foundation of the Texas Hill Country- Flood Relief Work
The Community Foundation of the Texas Hill Country has been doing incredible work over the past several weeks to raise money for those affected by the devastating floods. More than $60 million has been raised and over $8 million has already been granted to trusted nonprofit partners helping families, businesses, firstā¦
