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Moved: Looking for best ways to use CRM functionality in CSuite for small to mid-size Community Fou…
This discussion has been moved.
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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
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Congratulations Foundant Certificate holders!
Shout out to all the Compass members who have earned education certificate badges...so far! To earn this badge, you must successfully complete an exam in Foundant Courses. Foundant Fund Accounting Certificate: @KellyScott, @bradyleasure, @LeviPhillips, @mattgreer, @SarahVanMol, @JakeSchrantz, @ShelleyYounger,…
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The Miami Foundation is recruiting for a Business Systems Analyst!
The Miami Foundation seeks a relational systems-thinker to oversee the administration, operation, and maintenance for the core platforms across the foundation. This position is new to the foundation (to help us as we adopt Foundant!) and will work with peers across the organization to plan, deliver, and support solutions…
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The Miami Foundation is seeking a Manager of Grants Administration!
The Miami Foundation is recruiting for superstar **Grants Administration Manager**! The Grants Administration team provides critical, holistic operational support to The Miami Foundation’s fiscally sponsored organizations and also manages a robust portfolio of donor initiatives and charitable funds. The Manager is…
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Hello! -Heidi Knebel
My name is Heidi Knebel and I am the new Client Services Intern! I am a junior at Montana State University studying finance with a minor in sustainability. I was born and raised in Eugene, Oregon where I was able to spend lots of time outdoors skiing, hiking, and fishing. I still enjoy all of those activities as well as…
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East Tennessee Foundation Looking for New President + CEO
East Tennessee Foundation / President & CEO East Tennessee Foundation (ETF) is a public charity and community foundation confirmed in compliance with National Standards for U.S. Community Foundations, created by and for the people of East Tennessee to build permanent charitable resources for its 25-county service…
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Closing a fund in an invested pool/strategy
1) What are your procedures for closing a fund that is currently in an investment pool? 2) Do you have a policy that explicitly states these procedures that the fund holder receives/signs off on as part of the onboarding process (i.e. Fund Agreement and/or Terms & Conditions)? If so, could you please share? Our current…
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Email Tax Receipts Best Practice
Hi there - we want to start emailing more tax receipts from donations to lower costs (printing, postage, etc.). However, our first stab at using this was extremely clunky. Does anyone have a process they use that they could share? We will be working to collect emails - but in the meantime we need to email what we can, and…
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2022 Year in Review
Enjoy scrolling through this recap of 2022 community activity in our annual edition of "Compass Wrapped"! Thank you for all your contributions, and being part of Foundant's community for philanthropy! Congratulations everyone! @JulieKlipp @MarshaStrauss @CarolReynolds @JesikaEllis @CameronWood @LaurelShulman @KentWeimer…
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Language around engaging in political activity in grant acceptance forms?
Hi everyone, Do your grantees have to sign grant acceptance forms to receive their grants? We started including language directly in the award letter for DAF, Agency, and Designated Funds, but we use electronic grant acceptance forms for discretionary funds through GLM. We thought it might be prudent to add to the form…
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Outsourced Accountant!
Hello everyone, I wanted to share that I am providing back office accounting services to Community Foundation and Non-Profits with my new business Crystal Clear Accounting. I worked at Greater Kansas City Community Foundation for over seven years providing accounting services to organization across the country. I also…
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Chief Executive and Operating Officer - Come Join our Team!!
Mt. Pleasant Area Community Foundation in Mt. Pleasant, MI is seeking an accomplished, innovative, articulate professional to serve as chief executive/operating officer to lead and manage the Foundation’s continued growth. Isabella County residency or willingness to relocate to Isabella County is preferred. The Foundation:…
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Corporate/Employee Scholarships
Our team is working with a donor to establish a scholarship program for his employees. This is new to our foundation, and we want to ensure we set it up correctly. Is anyone willing to share their agreement language, criteria, scholarship committee makeup, process for working with HR to make sure you are meeting the…
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Spending Policy
Hi everyone, We are exploring options to offer underwater spending (eroding their principal balance) for our endowment funds. I was wondering if anyone has spending policy you are willing to share. There seems to be different limits on what percentage of their principal can be eroded etc. Thank you, Emma
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CSuite Promises (Recurring)
We've set up promises/commitments that have end dates, but is there any way in CSuite to set up an open ended promise for a set yearly amount? It would be really nice to have it so that we don't have to manually track an amount that the donor wants us to bill them for each year? Or are there other options that I'm not…
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Conflict of Interest - Board Members awarding grants other Non-Profits where they serve on a Board
Our auditors are asking us to compile a list of grants made by Board members (via their DAF or Designated Funds) to other non-profits where they sit on the Board. Has anyone done this and if so, how do you go about generating a report out of CSuite? Thanks.
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Board Member/Trustee Benefits
Hello! I want to make a benchmark comparison regarding Board Member/Trustee benefits. Our Foundation currently offers our Trustees $25,000 annual designations to any nonprofit organization of their choice. One of the Trustees has recently asked for an increase, and I'm curious what other Foundations do in terms of…
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Help Compass reach 4,000 members by the end of the year!
We have 99 to go! Invite your colleagues, friends, board members, and volunteers to join our community for philanthropy. They can be Foundant customers, or maybe they've never heard of Foundant and want to exchange best practices....Compass if for anyone supporting philanthropy! Ask them to mention your name as their…
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Outcomes
We are reevaluating how we collect anticipated outcomes in competitive grant applications. We currently just ask for them to be listed in a textbox, but notice many nonprofits struggle with this portion of the application. How does your organization collect anticipated outcomes in grant applications and what guidance do…
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Performance Measures, Grant Application and Follow-up Report Forms
Hello, I am new to Foundant and I am interested in learning how other foundations structure their application and final report questions pertaining to results/performance measures to facilitate ease of grant monitoring and evaluation. I am wondering how best to structure application questions and final report follow up…
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Impact reporting for donors
I am looking for examples of grant impact reporting to donors that contribute to area-of-interest funds. (not Fund Advisors.) We treat these donors like "shareholders" of the Funds to which they contribute and want to be able to present simple reports that help these donors know what impact they are having in our community…
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Hello from the Foundant Side!
Good morning everyone! My name is Marianne Plath and I'm a new Client Success Consultant here at Foundant Technologies. Prior to this role I spent many years working in the Finance Department at the Community Foundation of Northern Illinois and became very interested in the software side of the equation during a migration…
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Too much cuteness!
We lost our princess Lily this summer and our home has been very quiet without her very vocal presence--our other 2 Dachshunds have become quite deaf and are very quiet. We decided we needed a third little sausage. We intended to get an older dog, but through a series of events, we ended up with a puppy! She is a silky…
