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Happy New Year! 🎈
Happy 2025, Compass! 🔆 Next week we will be presenting our 2024 stats alongside new badges for 2025! In the meantime, we would love to know how Compass helps you! Most often, what is the purpose for your visit to the Compass Community?
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Fund admin fees, minimums, and $ to open a fund?
Hi fellow community foundation folks! Would you be willing to share the admin fees for your funds, fund minimums, if you accept pass-thru funds or only endowments, and whether people need $ up front to open a fund? We are reassessing our fee policies and hearing from you would be hugely helpful. Thanks in advance!
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How often do you cut grant checks?
We only cut grant checks twice a month, it has been that way forever.
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Award/Payment Notifications for Grantees
Looking for inputs, workflow and/or templates, on how you might be using GLM to notify your Grantees of a new award or a payment that has been issued. We are a Community Foundation using GLM/SLM and C-suite, and processes over 1,000 grants a year under both unrestricted and Donor Advised. We are looking to fully use the…
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Is there anyone willing to share their Grant Review Committees job description?
Hello - looking to institute an external review committee and wondered if anyone might be willing to share a job description example. Thank you in advance.
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Reflecting on Giving Tuesday: What Worked, What Didn’t, and What We Can Learn Together
Hi everyone! 🌟 Now that Giving Tuesday is behind us, I’ve been reflecting on how important this day is for driving awareness, engagement, and impact in our communities. It’s also a chance to test the effectiveness of strategies and tools we rely on to make philanthropy thrive. I’d love to hear from you about your…
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Welcome!
Thanks so much for joining the Compass Community! Important resources from the event will be found here including the presentation slides. Feel free to start a discussion with any questions or ideas you would like to share.
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Newly Hired Client Support Intern
Hey everyone, my name is Kyle Shick and I am the new Client Support Intern here at Foundant Technologies. I became interested in working for Foundant as I was going through my search for different internship opportunities. Foundant really stood out with the role, longevity, and niche that the company operates in. I am…
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November's Top 10 🌟
Congratulations to @AmberWestbrook1, @elizabethschroeder, @MichelleGruhn, @MariannePlath, @MonicaRojas, @KelleyHoagland, @AngelaBreslin, @GregStanley, @RichLucas, and @RichardDudley for being on the November Top 10 Leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise.…
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Emergency scholarship funds
Good morning, Do any of you provide scholarship students with emergency funds (funds for living expenses, emergency school expenses, etc.)? If so, what is your process like? What are the pros and cons of a program like this? Thank you! Robin Cowles Fremont Area Community Foundation, MI
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SLM Build Better Forms
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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GLM SLM DIY Fine Tune
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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SLM All Things Communication
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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Fund Segmentation
Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stewardship tools within CSuite. I wasn't able to tag everyone, so will send this link within an email. Hopefully others in the…
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Lunch and LinkedIn Post
Hi all, We hope you're enjoying the day so far and getting valuable info that you can bring back to your teams. We will share a post on our LinkedIn channel later today with some photos. Feel free to share it with your followers! 😀 If anyone does not want to be in any photos, let me know. Lunch will be served in the…
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GLM Approvals: Agreements, Follow Ups, and DocuSign
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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GLM Unique Workflows
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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GLM & SLM Reporting
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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GLM Tables & Branching
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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Overview of New Functionality for GLM & SLM
Thank you to everyone who joined this session! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite SA: Campaigns for Communication and Events for CSuite
Thank you to everyone who joined our session on Campaigns & Events! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite SA: Customizing Portals for CSuite
Thank you to everyone who joined our session on Customizing Portals for CSuite! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite SA: Profile Management
Thank you to everyone who joined our session on Profile Management! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite SA: Reporting for CSuite SA
Thank you to everyone who joined our session on Reporting for CSuite SA! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite SA: Introductions and Overview of New Functionality for CSuite
Thank you to everyone who joined our session on Overview of New Functionality for CSuite! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite FA: Configuration & Settings Optimization
Thank you to everyone who joined our session on Configuration & Settings Optimization! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite FA: Financial Reporting & Financial Views
Thank you to everyone who joined our session on Financial Reporting & Financial Views! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite FA: End of Period Workflows
Thank you to everyone who joined our session on End of Period Workflows! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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CSuite FA: Cash Management & Balance Swaps
Thank you to everyone who joined our session on Cash Management! I've attached the slides from the session here - please feel free to continue the conversation on this Compass discussion thread, or reach out to Foundant for further support!
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Credit Card Services for Managed Funds
For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?
