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Fundholder services/stewardship
Good morning, I'm new to community foundations and am tasked with creating a formal fundholder services program. Our goal is to improve fundholder onboarding and make our ongoing communications as well as the services we provide more strategic and personal. Any advice or suggestions you may have would be greatly…
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POS Stripe
Hi there, I was wondering if anyone else has integrated any of the Stripe POS devices (Such as the Wisepad) and linked it to Foundant yet? Would love to have a quick chat with someone about their experience.
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Looking for an administrator
Hello all, We are in the process of implementing our GLM, Community Suite and SLM systems. We are looking for an individual to be the leader of our work and presence within these products. Please check out our posting linked below. Thank you. Milika Miller Greater Milwaukee Foundation…
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Webinar follow up - Connecting Your Scholarship Program to Your Organization's Strategy
@JuliaDaSilva from the Triangle Community Foundation shared how they have made significant changes to their scholarship administration practices to align their scholarship program with the foundation's overarching strategy. In this webinar, she highlighted changes they made to their application to remove barriers for…
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Moved: Site Visit: Matrix
This discussion has been moved.
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Last week's top discussions!
Hi everyone! Here are last week's Top 2 most-active discussions. plus a newly revived question. I'm experimenting with sharing these with you in lieu of a "digest" email notification option, which our Compass platform expects to introduce later this year. Let me know if you find this fun and/or helpful! Corporate…
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Sample Template Letter to Donor to reach Minimum Endowed Fund Balance
Hi all, Would you mind sharing or uploading any template you may have on notices to endowed fund holders (DAFs, Agency, Designated, Scholarship, etc) to share that they have not met their minimum fund balance per policy guidelines, and advice on next steps? Thank you very much! Missy Belles
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Non-discrimination Clauses and Race-specific Scholarships
What language do you use related to non-discrimination in your fundholder agreements and public communications about scholarships? Do you refer to a specific law, or have a list of "we do not discriminate based on X"? How do you rectify these non-discrimination clauses with scholarships that are for a specific race,…
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Flashback Friday: Foundant Summer Reunion!
One month ago, the Foundant team started gathering in Bozeman for our Summer Reunion...our first gathering in 2 years! Many of us met in-person for the first time. We hugged, laughed, came up with new ideas, rafted, volunteered, hiked and HAD FUN. Can you spot any of your favorite Foundant faces?
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Moved: Rescinding a Grant Award
This discussion has been moved.
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Tax/Gift Receipts - Advisor Portal
We are new to CSuite as of June '22 and still working through some new process and procedures. One item that we were excited about was the functionality of tax receipts being auto-uploaded to the fund advisor portal after they were processed. However, it came to our attention that either we weren't properly trained or…
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Corporate Succession Planning
Greetings all! We live in an earthquake/tsunami hazard zone on the south coast of Washington (state), and are updating our emergency planning for major events. And looking at corporate succession plans--what if our community vanishes, most of us die, and all that is left is the CS database and cloud based records? Anyone…
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How have professional advisors impacted your development strategy? [Coffee Talk]
Use this discussion to share experiences and best practices to supplement the Coffee Talk, Working with Professional Advisors. Other topics of discussion include: - What role do professional advisors play in your organizations? - What are some ways foundations can help professional advisors and their clients? - What…
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New to Foundant
Hi all! My name is Rio Wofford and I am a new intern here at Foundant Technologies. As someone who is interested in creating genuine and caring human experiences - I knew I had to come be a part of Foundant. I moved from Billings to Bozeman to study Organismal Biology. While achieving my degree, I was the Vice-President of…
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New Addition: Intro!
Hi everyone! My name is Melanie Ruiz and I am a new intern here at Foundant Technologies. I have worked in the non-profit sector prior to working at Foundant and enjoyed it! I am originally from Fort Lauderdale, Florida, then went to college in Orlando, Florida and graduated from the University of Central Florida in 2019…
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Last week's top discussions!
Hi everyone! Here are last week's Top 3 most-active discussions. I'm experimenting with sharing these with you in lieu of a "digest" email notification option, which our Compass platform expects to introduce later this year. Let me know if you find this fun and/or helpful! Scholarship Policies - focus on administration of…
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Professional Development for Grant Professionals
Hi there, I just wanted to start a fun conversation around professional development for grant professionals. Our organization just conducted a benefits and compensation analysis, which gave us some really great insight for professional development opportunities to grow with the organization or beyond. So, with that said, I…
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Scholarship Policies - focus on administration of multi-year awards
We're looking to add some strength to our scholarship policy. While it covers the necessary/required bases, it leans more toward the nuts and bolts of establishing the fund and its criteria. Many of the nuances that come along through administration are handled on a case-by-case basis and I'd like to make it more…
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Hiring new Program Associate
Hi all, The Community Foundation of Northern Illinois is looking for a new member of our grants team to oversee our scholarship process (among other things). You can find all the details at: Thanks for sharing!
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Financial documents requested on grant applications
Courtesy post on behalf of Seth Baker at the Van Wert County Foundation: What financial documents do you require from applicants? How does that information factor into your review of funding requests ? How do you handle applicants that submit the wrong documents?
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Director of Communications & Advancement, Full-Time, Remote
The National Inidgenous Women's Resource Center is hiring a Director of Communications and Advancement. See the job description.
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Arlington Community Foundation hiring a Development and Data Specialist
We are looking for someone with database expertise (Foundant preferably!!!) who wants to help us harness the power of data to drive our mission at the community foundation. The Development & Data Specialist is responsible for the Foundation’s data management and provides support to its development efforts. The goal is to…
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Grant Funding Types & Amounts
Hi there, Just wanted to start a general conversation around the types of grants folks offer and what the max funding amount is for each of the grants you offer. I am curious to start this conversation because our organization provides what I consider very small grants and hoping we can increase the amount we give per…
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Congratulations to the July Top 10!
Congratulations to @KentWeimer, @hankdrew, @HeatherFust, @CameronWood, @AndyKessenich, @RhondaReichert, @MarshaStrauss, @JesikaEllis, @BrentThomas, and @TracyLarimer! 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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Scholarship Application Abandon Rate?
Hi everyone, Do you look at your scholarship application abandon rate? We are looking at historical data on how many scholarship applications are started but not completed. I'm wondering if others have done this and what percentage of students do not finish their applications? Is there any average or national data on this?…
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Scholarship Evaluations and Committees
We have several committees that review multiple scholarship applications for different scholarships. Many of the applications for the different scholarships are the same students in each group. This year we had one student come out on top for a group of 5 scholarships the committee was evaluating. Does anyone have…
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Moved: Demographic information collection across multiple stakeholder groups
This discussion has been moved.
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Triangle Community Foundation (Durham, NC) hiring COO
Triangle Community Foundation (Durham, NC) is seeking a Chief Operations Officer (COO) to provide direct support for the President & CEO (CEO), overseeing the Foundation’s overall operations – with an emphasis on the integration of all departments to successfully and efficiently execute the Foundation’s strategies – and…
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Do Other Sources of Funding Impact Your Grantmaking Decisions?
Hi, I work for a Community Foundation in Vero Beach, Florida and we have a quarterly grant cycle process. Throughout our county we have about six other funders (our local United Way and several philanthropic neighborhoods) who have annual grant cycle processes. Do you have a similar network of local funders? Do you…
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Curious about position titles
I was given the title Program Manager, but it has never read right to me...one that I just saw here in Compass was Philanthropy Asst, similar to what I do, but I'd appreciate hearing from folks. I process gifts and grants in Csuite, send the letters and thank yous, update website, design and post social media posts, assist…
