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Welcome to the Canadian Regional Discussion Group in Compass!
Hello! We have plenty of friends from Canada join-in on Foundant's sector education events like Coffee Talks and webinars. We would love to make this a meeting place for you to share ideas and ask questions of one another. Please join-in and introduce yourself, or just go ahead and post a question or idea here if you have…
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Submitting grants to board for approval
Our board allows staff to approve grants $5,000 or below as long as due diligence has been completed. Our grant committee approves anything above $5,000 via DocuSign. We currently submit an exhaustive list of all grants processed from donor advised funds, designated funds, scholarships, expense to fund, etc., regardless of…
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RFP for Senior Programs/Projects
Hi all, We are planning to open a call for proposals from local nonprofits to support programs/projects focused on seniors specifically. We want to keep the initial RFP flexible and do not want to add many requirements on the type of program it should be however we are thinking we should avoid funding any programs that…
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Challenge Grant Cancellation Letter Example
In GLM we make challenge grant awards with a dollar for dollar match. Once they raise the match we match with our commitment. We have a challenge that isn't going to be met and we need to cancel it in GLM, but I need to send a formal letter advising them of the cancellation. I was wondering if anyone has done this in the…
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Say Hi to your neighbors in Regional Chats!
Let us know where you're from, share an interesting fact about your town (i.e. Did you know it's illegal to use a lasso to catch fish in Tennessee?), and connect with others in your region!
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Benchmarking
We are a community foundation in Central Kentucky looking to establish some benchmarking with similar size foundations. We currently have $30 million in assets in 196 funds. We are particularly looking at this from a growth and staffing standpoint as well as general comparisons. Open to learning and other areas of…
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Job Opportunity-Sacramento Region Community Foundation
Hello Everyone! The Sacramento Region Community Foundation is looking to fill the role of Senior Accountant. Please see the attached job description and if you're interested in the position please apply. Feel free to forward the job description to people you think might be a good fit. Regards, Edward Harris Chief Financial…
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Hiring for Communications Officer at Berkshire Taconic Community Foundation
Hi, everyone! We are looking for a Communications Officer to join our team in Western, Massachusetts. *** Communications Officer Berkshire Taconic Community Foundation seeks a full-time Communications Officer to elevate our mission and amplify diverse community voices and stories that illuminate our work supporting…
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Looking for Community Engagement Officer, Equity and Inclusion, Berkshire Taconic Community Foundati
We are excited to share that we are looking for a new Community Engagement Officer for our Equity Initiative in Western Massachusetts. Email hr@berkshiretaconic.org to apply. *** Community Engagement Officer, Equity and Inclusion Berkshire Taconic Community Foundation (BTCF) seeks a Community Engagement Officer for Equity…
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Must read books for Community Foundation professionals!
I'm building out my 2023 book list and would like to sprinkle in some "must-reads" for community foundation/nonprofit professionals. What are your recommendations?
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Congrats to the February Top 10!
Congratulations to @saraholzawski, @SaraOmari, @LizJones, @SkyeWeber, @CarissaGump, @WandaWillis, @ColbyFetterhoff, @KaitlynThrogmorton, @MadisonLeighty, and @AndrewBishop! 😎 As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing for a surprise. The winner…
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Easy as 1, 2, 3!
Make the most of Compass with these three steps: 1) Update your profile. Click on your photo/emoji in the top right corner and click Edit Profile. Update all fields and add/update your profile picture to earn the Photogenic badge (10 points)! 2) Update your Notification Preferences. While you're on your Edit Profile page,…
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How do you stay connected with your Board of Directors and committees?
What strategies do you use to keep your Board connected and engaged with your important philanthropic work? Some questions from today's Coffee Talk to think about: What are your policies and procedures for your Board of Directors and Committees? How do you recruit and bring on new members? How do you structure committees…
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Trust-Based Philanthropy
The community foundation I work for is starting research regarding the trust based philanthropy model. I am curious if there are other community foundations out there already engaging in this practice. Can you provide a couple of pros and cons regarding your experience? What has been the biggest challenge?
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Do You Have a (Caramel) Sweet Tooth?
Do you want to earn a box of Bozeman-made Bequet caramels??? All you have to do is post 25 responses to discussions or answers to questions! This is a LIMITED TIME badge to be earned in Compass! So far, 30 members have earned this badge! @CelesteCarlson, @BettieStammerjohn, @KentWeimer, @LisaDiehl @AshleyHarper,…
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Moved: Impact Investing
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Anyone have a good explanation of Outputs vs. Outcomes for grantees?
Hi there, I continue to struggle to get applicants and grantees to submit outcomes rather than outputs in their applications and annual reports. I am looking to provide a guide/detailed description on our Foundation website and was wondering if anyone has a good resource to share that I might use for our website (credit…
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Moved: Please vote in Idea lab to keep voucher lines in order of entry!!!!!!
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Moved: Does my Idea Lab submission resonate with you??
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Does anyone have experience with non-competitive grant models?
Hello everyone! As grant makers and funders, I'm sure we've all had our moments of wishing that we could fund all of the amazing projects that we have the privilege of reviewing. One of my Board Members recently expressed frustration with the number of applicants we have to turn away due to lack of funds, and posed the…
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Medical School Scholarship?
Hi everyone: Do any of your organizations offer scholarships for medical school students? A donor would like to establish a non-endowed scholarship fund with us for this purpose and wants it to be impactful. I know med school is an expensive proposition, so what amount would make an impact? What is the payment schedule,…
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Closed
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Moved: Looking for best ways to use CRM functionality in CSuite for small to mid-size Community Fou…
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Congrats to the January Top 10 for 2023!
Congratulations to @AmandaPool, @PattiBiera, @emilyszewczyk, @TessDeHart, @CrystalCrain, @JessicaHubbard, @SkyeWeber, @AustinKlososky, @JulieKlipp, and @DeanBusack! 🎉 As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing for a surprise. The winner will be…
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Looking forward: what do you think are the biggest trends and imperatives for 2023?
We asked philanthropic leaders to share what they see as the top trends in the months ahead. What is top of mind for you and your organization? What initiatives and ideas are you working on? Let's share what you're excited about, would love input on, and trends you see for the future! Looking for the Nonprofits discussion?…
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New Donor and online donor stewardship
We've just finished our second year using CSuite including the online giving functionality and are seeing an increased # of gifts and average gift $ for our online gifts. This has led us to re-examine how we intersect with these donors. Do you utilize the auto-tax receipt feature in Csuite and/or the auto-tax receipt in…
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Capital Campaign
Hello, everyone! Does anyone have a capital campaign policy in place that you wouldn't mind sharing? We are in the process of creating one and would like to get ideas, view guidelines, and see an application. Any bit of info helps! If you would like to you can email me at: gracie@dccfound.org Thank you so much.
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New Donor Report
Has anyone had luck building a new donor report? We are trying to build a report that shows us new donors for 2022 AND includes the funds they gave to. We are able to pull new donors, but not with the donation fund included. I've not been able to get a custom report to work. If you have a report that works and wouldn't…
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Divisions or affiliate?
Where can I find more information about financial reporting parameters and effects on the GL for affiliates and divisions? Here's our situation: we are receiving a farm that will be a separate legal and financial entity. It will be reported on a separate 990 from our organization, yet we'd like to be able to run financial…
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Crescendo
Crescendo was recommended in one of the webinars late last year and we are looking for feedback on their services. Also does anyone have any other recommendations for marketing materials like Crescendo? We are looking for help with creating content for newsletters, email blasts, etc. Thanks! Jennifer Brambley
