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Rate of Return on Fund Statement
Does anyone put the annual rate of return on your fund statements?
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Moved: Credit Card/Expense Reporting
This discussion has been moved.
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Spending Policy Funds
hi all! I really hope you guys can help or give some advice regarding spending policy funds and how to run reports that will reflect the spendable amount and the grants paid over the year. Any advise is greatly appreciate it!! thank you
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Post donation to next fiscal year spendable
Any recommendations for posting a donation to an endowed fund's next fiscal year's spendable? We don't want the funds posting to either principal or current year spendable. Support suggested that I post-date the donation to the next fiscal year, but doesn't sound like a good fix. I'd like to post to a deferred revenue…
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For foundations that utilize separate general operating and program applications...
Looking for examples of operating and program grant applications and associated evaluations, and how they are presented via Foundant. Thanks, Kristin Broadbent, Three Arches Foundation
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Remembering Debi Clark
Many of you on this forum (like myself) have a history with FIMS. For those of us with that history, we undoubtedly worked with Debi Clark along the way. When I heard today that Debi passed away after a battle with cancer, it made me sad personally from the many interactions I had with Debi as a coworker and as we talked…
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There are almost 3,000 GLM, SLM and CSuite customers in Compass!
2,888 to be exact. Help us get to 3k by the end of the week by inviting your colleagues who also use GLM, SLM and/or CSuite! All they have to do to join the community is visit www.community.foundant.com and click Register! If you do refer someone, be sure to request the Referral Rockstar badge which you will earn if the…
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Congratulations to the May Top 10!
Congrats to @LeahKopperman, @TessDeHart, @HollyRustick, @ElyseJardine, @MikedeHilster, @WenLo, @AnneHorstHanby, @EricSlepak, @TaranLeight, and @SaraOmari for being on May's Top 10 leadership board! 🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing…
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Siesta Week
Some of Foundant's clients take a Siesta Week -- a full week off to rest and recover. Because Foundant's clients do this, we think Foundant's staff should do this as well. Do you think the Foundant staff should take a Siesta Week?
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Access Support Hub, right from Compass!
Did you know you don't have to leave Compass to access Foundant's Support Hub resources? Type a keyword into the search bar and click Search. The first tab of search results shows you Compass discussions mentioning your keyword or phrase. Click the Foundant Support Hub tab to search Support Hub resources on the same topic!…
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Moved: Template Questions
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Moved: How to facilitate blind review of scholarship applications
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West Coast Clients Represent!
Hey all, As one of only a hand full of Foundant employees in the Pacific Time Zone, I'd love to connect and help you all connect. If you want to, comment below with your name, title, organization and location. I'll start! Alyse Barrios Braaten Manager of Client Services- Grants and Scholarships Foundant Technologies since…
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#TuesdayTip: React to posts!
Any time you react to a post by clicking Like 👍️, Awesome ♥️, Agree 😀, etc. you help build and shape our community! Posts with more replies and reactions will "trend" and be seen by more people. Plus, you get a leaderboard point for reacting! If someone provides a great answer to a question, click "Yes" next to "Did this…
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GPA Requirement
Hi everyone! Many of the scholarships we offer have a GPA requirement, so we ask for GPA in the general application phase. Traditionally, we have asked for an unweighted GPA since that is the most consistent across schools. However, this year we had applicants from a school that does not provide an unweighted GPA to…
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Moved: Long Term or Multi-Year Grants
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Award Letter with ACH language
What language do you use in grants paid at award through ACH? We use to process checks, but now our bank is stopping the service, and have to quickly move to ACH. Our award letters used to have the following language: By depositing the checks, your organization certifies that, to the best of your knowledge and belief, no…
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POLL: What's your favorite caramel flavor?
38 Compass members have earned the Caramels for Comments badge for responding to atleast 25 community posts...Are you next?! In an effort to kick-off our newest Connected Philanthropy subcommunity - a collaborative space for both funders and nonprofits - we encourage you to read and comment on discussions there, or start…
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Impact Charitable is hiring an Accounting Manager
Please see attached details of a full-time hybrid position in Denver, Colorado. Interested individuals should send cover letter and resume to Emily Allred, Finance & Investment Director at emily@impactcharitable.org by May 22, 2023. Applications will be reviewed on a rolling basis.
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#TuesdayTip: Add community@foundant.com to your safe sender list!
Everyday we receive Compass notification bouncebacks from servers that rejected the email because it didn't recognize the email address. That means you're missing out on email notifications from the community letting you know someone mentioned you in a post, you earned a badge, your question was answered, you were invited…
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Compass FAQs
Compass Frequently Asked Questions 1. What is Compass? Compass is Foundant’s online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best practices, and learning helpful tips and tricks. There are conversations relevant to grantmakers, scholarship providers, community…
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Disaster Response Fund - VOAD
Have a group looking to partner to establish a Field of Interest disaster response fund. Has anyone worked with VOAD - voluntary organizations active in disaster - to establish a fund? Thanks for your feedback. Matt
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Financial Consultant Job Opportunity - West Marin Fund (fully remote, as needed)
West Marin Fund is seeking a skilled financial consultant to maintain our financial records. Financial Consultant job duties include working closely with our staff and Executive Director to create and analyze financial reports, reconcile bank and investment accounts, perform budgeting and steward the audit and tax…
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Trust Based Grant Agreement Language - care to share a sample?
Hey everyone, With a new year comes fresh perspective (and new questions)! I'm looking for a handful of grant agreements from family foundations that could help us potentially reframe the "Grant Terms" section of our agreement. Bonus would be trust-based agreements, but all types would be helpful. I'm curious to see what…
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Congratulations to the April Top 10!
Congrats to @MadiSyring, @BethHarrison, @JulieKeller, @LaurenJournot, @RhondaThomson, @MaryKatherineKerr, @OwenMercer, @DanaJeffery, @AndrewTurenne, and @HeatherMcPeek for being on April's Top 10 leadership board! 🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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Colorado
Looking for contacts in the Colorado to expand our collaboration efforts. I'm the Donor Services Manager at the Community Foundation of Northern Colorado. Feel free to email me at elizabeth@nocofoundation.org. Hope you all have a lovely week!
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Moved: Dallas, Texas Regional Training
This discussion has been moved.
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Transition To One Scholarship Committee
Hello! We are looking to transition to one committee that reviews all of the scholarship applications. Currently, each scholarship has their own committee. Do you have any tips on how to transition smoothly? How to select the best candidate for the committee? Or how to announce the change to current committee members?
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Scoring Preferences
Hi everyone! We are doing an audit of all of our scholarships and one question that has come up is what the best practice for scoring preference criteria is. For example, some of our scholarships have a preference for those with financial need or a preference for those that live in a certain area. Currently, we score these…
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How do I change my last name on my profile in Compass Community?
I have changed my last name and want to change it in my profile; however, it tells me I do not have permission to edit. Can you tell me how to do this?
