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Have you made any changes to your grant process(es) to make it easier for applicants?
Foundant facilitated a panel of grantseekers to hear what they 'wish funders knew'. Lots of great ideas for improvement. Have you made any changes based on this or other feedback you've received from your applicants / grantees? Please share. Access to the recorded webinar:
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Howdy from Bellingham WA!
My name is Mike Anker, and I just started at Foundant as a Client Support Intern! I am living in Bellingham, WA and am a Senior at Western Washington University studying Information Systems. I love snowboarding, motorcycles, and weightlifting. I heard about this position through @RioWofford and I am excited to get to know…
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Guidestar and Secretary of State corporation status not matching up
As part of our grant eligibility screen, I run the guidestar charity check before I move applications forward for review. Most all of the applicants checked out on Guidestar as "verified" but when I started building our grant agreements and sent them to our legal counsel for signature, legal counsel found two organizations…
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Congratulations to the November Top 10!!
Congrats to @CarolReynolds, @JesikaEllis, @MarshaStrauss, @JulieKlipp, @EmilyWilson, @MickeyBlymier, @PaulMaguire, @LisaDiehl , @JenniferSheahan, and @VanessaDoty!!! 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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Using Google translate
We have a large Spanish-speaking population of students, but our organization doesn't have the resources to have our entire scholarship application translated for this year's application cycle. We're thinking of promoting the Google translate feature to help reduce barriers for these students. Has anyone used Google…
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New Customer Service Intern
Hello everyone! My name is Hailey Wirtalla, and I am excited to be joining the team as a new Client Services Intern. I had the lovely privilege of meeting Jade during the career fair at the Jabs Business School here in Bozeman, MT. I look forward to being a part of such a well-versed and customer driven company. I have a…
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Third party payment processor
Hello! Does anyone use a 3rd party to process large amounts of payments for international scholarship recipients? We're looking to move the payment process for one of our larger scholarships from in house to an outsourced party. Any insight would be great!
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Allocation of investment earnings for large intra-month donation
We receive monthly statements from our investment custodian with the monthly earnings/losses/etc. that are then put into CSuite to be allocated to our various funds. CSuite calculates the average daily balance of the fund and then assigns that fund a percentage of that month’s investment activity. Hypothetically, if a fund…
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Who (platform) have you used to do a "text to donate" at your event/gala?
We're looking to keep things sweet and simple with this year's gala "ask" and would like to go the route of "text to donate." What platform have you used? How did it integrate with Stripe?
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Your New Foundant Friend
Hey everyone! My name is Shaheer and I am one of the new Client Services Intern here at Foundant Technologies. I became interested in working for Foundant after I learned that Foundant is providing its services to philanthropic partners and therefore helping various communities. I was born in Florida, but grew up in…
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Annual Nonprofit Endowment Fund Distributions
Each year at the start of Fall we calculate and process annual distributions from our nonprofit agency endowment funds. In the past we would simply cut a check for every endowment and if the nonprofit wanted to reinvest the distribution back into their endowment fund they would either send the check back, or they would…
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Do you accept Crypto and who is your clearinghouse?
We've been approached a handful of times by individuals who want to gift us crypto currency and we would like to accept it after it's been converted to cash. Do any of you work with organizations that turn crypto to cash for a small fee? Do you like working with them? Are their fees reasonable? Are they on the "up and up"?…
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Job Opportunity
The Sacramento Region Community Foundation is looking for a Controller with non-profit experience with a big-plus for CSuite experience. If the job is a good fit for you or you know of some-one who might be interested please feel free to forward it to them. Regards, Edward Harris Sacramento Region Community Foundation…
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Congrats to the October Top 10!!!
Congratulations to @KatieBerkedal, @leeahmahon , @AndreaClements , @JacquiGentile , @LeviPhillips , @robynshuey , @GavinPatton , @JulieWright , @DaraGannon , @ryandouglas! 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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What are a few of your year-end giving tips and tricks?
During today's Coffee Talk attendees shared tips and tricks on how they navigate the busy year end. Let's continue to crowdsource ideas here!
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Hello from Orlando!
Hey everyone! My name is Jean Urena and I am one of the new Interns here at Foundant Technologies. I became interested in learning and working for Foundant after multiple discussions with a friend while navigating a career change. I have an extensive background in the mortgage industry and a passion for helping others. I…
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Hello from the East Coast!
Hey everyone my name is Charlotte Kelliher and I am a new Client Services Intern at Foundant Technologies. I am originally from Quincy, Massachusetts but started school at Saint Anselm College to pursue an education in Biology. I am currently in Manchester, New Hampshire, for the school year, and I enjoy lacrosse and…
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Adjust admin fees; set admin fee max
Hello all, I'm trying to 1) make adjustments to the 3Q2022 admin fees on just 9 of our 86 agency funds and 2) trying to figure out how to set a maximum fee charged to our agency fund fee groups per fiscal year. We have two fund fee groups that we've agreed to charge a maximum of $10,000 per fiscal year on these fee groups.…
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Partial Funding Question
We are exploring adding a question to our grant application that asks applicants if they would be able to accept/complete their project/program with partial funding. We often partially fund applications and would like to be more transparent up front with applicants. I am struggling to come up with appropriate verbiage to…
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Cyber Security Awareness Month: Always enable multi-factor authentication!
No matter what you call it, multi-factor authentication, or MFA, is a security measure that requires anyone logging into an account to navigate a two-step process to prove their identity. By adding one more simple step when logging into an account, multi-factor authentication greatly increases the security of your account.…
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Agency Funds and Scholarships
Hello All, We recently received a request from one of our agency funds to distribute funds to an institution for named scholarship recipients. My understanding is that agency funds are intended to support the nonprofit and must be distributed directly to the nonprofit. I am curious if any Community Foundations allow their…
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Non-donation revenue
We have a local Art Center who is a supporting organization of ours. We currently use QuickBooks for them but would like to bring them into Foundant. They receive a considerable amount of revenue that is not donations. Currently, we only receive a small number of non-donation funds and we record them with a voucher. This…
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Sports Eligibility Criteria
Hello! We have a scholarship in which participation in a sport is mandatory. We have had several inquiries as to if dance, marching band, other activities are considered a "sport." Does anyone have similar criteria and how to you define a "sport" Thanks!
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Cyber Security Awareness Month: Update Often!
Hackers can exploit vulnerabilities in unpatched software. One of the easiest ways to keep your information secure is by making sure your software and apps are up-to-date. These updates fix general software problems and provide new security patches where criminals might get in. When new software updates come out to the…
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Please share your current grantmaking strategies - competitive and discretionary!
Hi! We would like to hear more about what other folks are doing currently with their discretionary grantmaking funds (FOI & unrestricted) this coming year: 1. Grant area priority areas, e.g. disaster response, human services, childcare, arts & culture, environment, education, affordable housing, etc. 2. Purpose of grants,…
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Universal Fund Agreement
Hello, We are looking at revising fund agreement templates, possibly to a more universal template. Would anyone have a sample to share, as a starting point? Thank you! Sally Hermann
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Looking for unique or favorite grant application questions...
Our LOIs and Applications are very similar from year to year. I am looking for some new questions that would help us learn more from the organizations. What questions would make the organizations stand out based on their potential answers? They could be very specific targeted questions or larger, big picture questions.…
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Scholarship "Essay" Questions - Fixed, Choose Your Own, Short, Long?
Hello fellow scholarship providers! I work for the Pedrozzi Foundation and we provide undergraduate, community college, tech/vocational, and grad scholarships to students in Livermore, CA. We are merit based, but award higher dollar amounts to students with financial need. We are always looking to improve our application,…
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New badge! Plus, now you can search Support Hub without leaving Compass!
Here's our newest badge! Military: This badge is for any military service member, veteran, spouse, dependent or supporter. Request the Military Badge here. If you have ideas for new badges, send me a DM! - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -…
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Disaster Response Resources (not COVID-specific)
Here are several written resources How Community Foundations Can Coordinate Responses to Disasters Creating order from Chaos: Roles for Philanthropy in Disaster Planning and Response. Disaster Philanthropy Playbook Council of Foundations Disaster resources Webinar: The Lifecycle of Disaster Philanthropy The panelists in…
