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Embracing New Connections and Exciting Conversations!
Hey everyone! My name is Sam Bennett and I am one of the new Client Services Interns here at Foundant Technologies. I became interested in working for Foundant after speaking with Rio Wofford directly about the company and all it has to offer. I am originally from the Jersey Shore, yes that Jersey Shore, and have a…
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Fund Advisor Content for Portal - Grant Request Header and Footer
Hello, Would anyone mind sharing their content in the Fund Advisor Portal Content -Grant Request Header and Footer? I have an issue with advisors sometimes not seeing their unsubmitted grant requests, due to a lengthy Header. Thank you! Sally Hermann St. Croix Valley Foundation
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Demographics by Candid
Hi everyone, We’re working on content related to the Demographics by Candid integration in GLM and would love your input. Have you implemented/are you planning to implement the integration? If so, what are your goals? If not, what’s driving your decision? Thank you in advance for your thoughts! Jennifer
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Hello from Colorado!
Hello everyone! My name is Loha and I am one of the new Client Services Interns here at Foundant Technologies. I am currently in my final year at the University of Central Florida and I'm pursuing my Bachelor's in Information Technology. Although I was born and spent most of my life in Rhode Island, I was able to take the…
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Introduction
Hello team, my name is Stella and I am one of the new Client Services Interns here at Foundant Technologies. I am originally from Woodbury Minnesota. I am currently enrolled at MSU as a freshman which is why I am in Bozeman. I look forward to working with you all!
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Process for changing fund types?
Does anyone have a checklist or process to share regarding internal due diligence and process steps for changing fund types? We have fund holders with Donor Advised Funds who have relinquished their right to advise on the DAF and requested that it be used to support either operations or grantmaking. At that point, it…
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Greenfield Indiana Regional Training
It was so nice getting to connect with those of you who attended our Greenfield, Indiana Regional Training. We hope to see you again soon!
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Introduction
Hi everyone! My name is Tom Heskett and I am one of the new Client Services interns here at Foundant! I am originally from Spokane WA but I am now currently working remote from Missoula! My background is primarily is in construction and custom home building. Some of my interests include fly fishing, hunting and mountain…
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Congrats to the August Top 10!
Congratulations to @JoAnnaDarda, @TerriKortokrax, @KendraLutz, @AliMaxey, @OwenCottingham, @KellyMiller, @LibbyWillis, @MarieFelver, @KendraNorton, and @KelleyHoagland for being on August's Top 10 Leaderboard 🏆️🏆️! As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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Grant letter for Annual Grants for Donor Designated Funds
Hello, Would anyone be willing to share their letter they use for annual distributions from donor designated funds? Thank you! Sally Hermann St. Croix Valley Foundation
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Indiana Regional Training CSuite slides
Sorry for the wait everyone! Here are the long awaited slides from Greenfield:
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Going Paperless for All Grants
I know this topic was raised at the height of the pandemic but I'm wondering if any other foundations have gone to a paperless grants process. We shifted to paperless for all of our competitive grants processes we manage through GLM but I am wondering about how others are handling their non-competitive grant requests from…
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Grant Type
Good morning! We migrated to CSuite two years ago and have waffled with whether to leave the grant type blank for internal grants to funds that then make external grants. EX: Fund ABC makes internal grant to Fund XYZ then, Fund XYZ makes external grants to orgs. The concern is that over time a historical grant pie chart by…
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Site Visit
Hello! Our Foundation is implementing site visits. We are considering a couple of different avenues in what the goal is with them, either taking the place of a report that they now complete on our grant portal within the year of receiving funds or a more informational approach, both with the main focus of relationship…
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How are you communicating the spendable amount for the coming year to your Fund representatives?
This question came up in today's "Ending the Year in Style" Coffee Talk. Do you use a spendable letter to tell your fund representatives about the coming year that you'd be willing to share with other funders?
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Evaluating Financial Need with New FAFSA
Hi, We are a small foundation and the majority of our scholarships have a financial need requirement. I was curious if (how) organizations are changing their evaluation of financial need with the upcoming changes to the FAFSA, particularly related to how the EFC/SAI will be calculated. As part of our financial need…
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CommunitySuite Networking & Chatting - Greenfield, IN Retreat
Welcome! Share takeaways, ideas and ask questions :)
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Greenfield Indiana Regional Training Slide Decks
Hi Everyone! Thank you so much for taking the time to participate and attend my sessions! I am including my slide decks below. Some contain resource links if you are interested in further information. Best, Marius
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Regional Training Greenfield, IN GLM: 8.11.23 Organize & Cleanup Site – perhaps once/year
Foundant support - please edit as needed Dashboard Submitted follow-ups might build up – look through & mark complete This shows 1 line per follow-up, so one grant request might be listed in each tab if one follow-up has been assigned, one submitted and one completed. Mark submitted forms complete, especially in…
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Regional Training Greenfield, IN GLM: 8.11.23 Settings & Custom Messaging
Objective #1: Key Settings you can change: Follow Up Visibility & Logic Public Apply Page Logon Page Message User Password Policy Objective #2: Key Settings We Can Change Custom Text on Pages – at your request, Foundant can instructions to evaluators or links to instructions Can add fields to organization registration page…
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Regional Training Greenfield, IN GLM: 8.11.23 Communications
Foundant Support - Please edit/update as needed Email Templates Can send using a template or without a template. Reply to: You must put an email here, or their reply gets lost. You can also Cc: and/or Bcc:; no restrictions here. Merge field - so many from which to choose (there were just a few in the beginning). Can upload…
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Could there be new legislation to help with federal grant applications?
Bipartisan legislation authored by U.S. Senator Gary Peters (MI) that would help streamline the administration of grant programs across the federal government has advanced in the Senate. Governments and organizations in small and rural communities often struggle when applying for federal grants because they lack the…
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Regional Training GLM: 8.10.23 Reporting
Foundant Support Team: Please edit as needed Overview: 2 Common Types of Reports Create Data Set & HT Manipulate Data in GLM How Reporting can inform your Applications & Follow Ups Every report is like a recipe: data set = ingredients; formulas, charts = preparation to get final meal New Data Set: general Information here…
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Foundant Regional Training for GLM: 8.10.23 Session 1 Overview
Objectives: 1) Candid Integration Enhancements - new demographics fields are available for Candid integration in forms 2) 9-Dot On Demand Product Training Changes - On Demand Product Training content is now searchable on Foundant site!!! Can watch full video or look for snippet on your particular interest. 3) Table…
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Regional Training GLM: 8.10.23 Ques Branching & tables for Forms Overview: Standard Lic & above
Foundant Support Team - PLEASE edit any errors. Tables: Plan ahead. When starting to build a table, start with columns first. Max 5 columns, unlimited # of rows. Project Budget example: 1st column, text box "Expense 1." Max text length - recommend no more than 100 characters. Check visibility & required type. 2nd column,…
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Buffalo, New York Regional Training
If you attended the Buffalo, New York Regional Training, use this space to connect with your peers! Pictured above, our wonderful trainers @LaurenRennie, @MadelynHillis and @MarieShores! What was your favorite part of this training?
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What's your instructional text for scholarship essay questions?
We're making some revisions to our scholarship applications and wondered if anyone would be willing to share their instructional text for essay questions. Specifically, instructions about grammar, punctuation, proofreading, answering questions thoroughly, formatting in paragraphs, etc. No matter what instructions we give,…
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Teacher Mini-Grants
Would be interested in hearing from any other foundations that do Teacher/Educator mini grants: How do you collect applications (GLM/SLM/Something else)? Do you pay the schools or teachers directly? What is the average award amount? What type of follow-up do you require? Grateful for any information/suggestions you can…
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Congrats to the July Top 10!
Congratulations to @codifarrar, @JonathanHeuer, @JessicaMartin, @TedVasquez, @SamBennett, @KathyMorris, @jillianpruitt, @AmandaHicks, @kathleensayce and @TammyKerch for being on July's Top 10 Leaderboard! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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#FurryFriday
Share a picture of your FURiends and four-legged coworkers! Here are Barkley and Shadow somewhere in Wyoming last summer!👇
