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Grant Application Review Checklist
Hi all, I just wanted to start a conversation around grant application reviews and see what others are doing to review applications. I mostly ask this because I know many of you will know that there are many components to a grant application, and keeping track of all components can be a little cumbersome. So, I would love…
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Moved: Scholarships that are paid in full
This discussion has been moved.
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Introduction
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Hello all the way from Alabama!
Hello everyone! My name is Julissa Mancilla and I am one of the new interns here at Foundant Technologies. I became interested in working for Foundant when I learned about the awesome work that the company does. I'll be honest in saying that I was slightly intimidated at first because I haven't ever worked with the…
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Do you use variance power in your Agency Fund Agreement?
Hi all! We are having some conversations with our auditors about agency funds and I would love to have you fill out this little survey asking if you use variance power language in your agency fund agreements - thank you so much for filling out this survey! Missy Belles Gifts & Grants Administrator Whatcom Community…
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Hello from Missouri!
Hi everyone! My name is Faith McDaniel and I'm one of the new interns here at Foundant Technologies. I became interested in working for Foundant after researching more into the grant writing space. I really liked that Foundant helps organizations maximize their impact and help others. I currently live in my small hometown…
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Happy to be Here!
Hello everyone, my name is Sid. I grew up in Los Angeles and now live in Austin. I love working with data and people. I'm happy I joined Foundant and look forward to working with everyone. I'm into cars, traveling, wine, and reading history. I earned a BS (Computer Information Systems) from the University of Central…
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List of Canadian Foundations using Foundant
Hi! Just wondering if there is a map or list of those using Foundant in Canada?
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Oh hey there!
Hello fellow changemakers! My name is Lyndsey Thompson and I am a new Client Success Consultant at Foundant Technologies. Prior to joining Foundant I spent over a decade supporting the nonprofit sector in various capacities including program management, volunteer coordination, event planning, fundraising, and grantmaking.…
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scholarship reporting - awarded vs. distributed?
Hello! Each year there unfortunately is a discrepancy between the total # and $$ amount for scholarships due to a variety of factors; I'm sure many of you can relate. Curious to know how other scholarship providers handle reporting for marketing, annual reports, etc. do you use awarded vs. distributed totals? or a combo of…
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Telling the Story
@JoshuaBernard and I really enjoyed facilitating the conversation at our Coffee Talk today, "Telling the Story". So I've created this post to continue the discussion! What kind of stories are you telling? Who is your audience? What is your goal in telling your story? Do you use data, narratives, or visuals? What are the…
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Congratulations to the August Top 10!
Congratulations to @SkyeWeber, @MissyBelles, @MelanieRuiz, @CameronWood, @JulieKlipp, @LaurelShulman, @MichelleSchneider, @akinabioye, @JuliaDaSilva and @MargaretOwenSpiak. 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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Training for Volunteers conducting Site Visits/Grant Interviews/Grant Review
Hello everyone! I am hoping to hear from anyone who provides a training or orientation for volunteers (whether they are Board Members, Grants Committee members, or community volunteers) who conduct Site Visits / Grant Interviews / Grant Reviews for grant applications. We are hoping to put together a training that addresses…
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Question: Do grantmakers fund past expenses?
Hello my name is Linda, I am new to this group however I need to know for a meeting today whether or not Grant makers fund past expenses such as $5000 toward website development spent last week. Thank you, I look forward to introducing myself at a later date.
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Hi there from Boise!
Hi everyone! My name is Logan and I am excited to be joining as a new Intern here at Foundant Technologies. After being referred to Foundant by my partner, I became interested in working here because of the opportunity Foundant provides to assist communities and organizations in making positive impacts. I am from Colorado,…
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Grant Data Collection
I wanted to start a discussion around data collection, specifically to see what kind of data you all are collecting from your grantees. I am going through my first round of analyzing accountability reports since joining the organization I am with and sad to see we aren't collecting much quantitative data; a majority of the…
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Tuesday Tip: Update your profile!
Help us get to know you and put a face to your name! Visit your profile to add a short bio, your preferred pronouns, and a profile picture! Just click on your photo/avatar and select Edit Profile.
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Giving Days
Does anyone charge a fee to nonprofits that participate in your Day of Giving? If so, how much?
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Moved: Board and Committee Tracking
This discussion has been moved.
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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…
