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AI Policy
With this whole new world of AI, we are looking at creating an AI Policy. Would anyone be willing to share their policy to help us get started? Thanks!
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Unite 2026 Presentations
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First CRM User Group Session
Thank you all for joining our CRM User Group session! We appreciate your participation, insights, and great discussion. Your shared experiences and ideas help make this community valuable for everyone and it is also valuable feedback for us to share with our Product and Product Education teams. Below you will find a link…
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🎉 You’ve earned your Foundant Content Partner badge!
Thank you all for being a Foundant Content Partner! Everyone should now see the Foundant Content Partner badge on their profile, recognizing your willingness to share your expertise and help create meaningful, community-driven content. This badge is also worth 25 points, which contributes to the monthly Compass leaderboard…
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Gift entry and profile standards for "duplicate" profiles...when one donor has many unique profiles
Hi all. I am working to refine gift entry/profile standards for profiles that are not truly duplicates, but that are related and cause a lot of frustration for our development team when navigating donor profiles and reporting. An example is Jane and Bob Smith. We have a household profile, two individual profiles, a…
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Looking for speakers to join our mid-year recap webinar [FILLED 6/2/26]
[Thank you for your interest. This panel has been filled as of 6/2/2026] Hi! We're also looking for additional panelists to join a webinar we're hosting on June 17th. In particular, we're interested in featuring a global funder on our panel. The webinar is a mid-year check-in conversation with a panel of funders to share…
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Students Who Apply for Every Scholarship Without Reading Requirements/Preferences
Hello … we are a Community Foundation that has 30 online scholarship processes. We have a number of students who copy and paste their application into almost all of the available processes without ever looking at the requirements and/or preferences. It is not feasible to go with a Universal Application, as every process…
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Looking for speakers to join a Seattle panel on AI
Hi all! So excited to connect with this group. You may see me here from time to time with some opportunities to collaborate with us on any content we're producing or events we're hosting. We're putting together a panel event on July 16th in Seattle, in partnership with Perigee Fund, and we'd love to hear from people in…
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How to produce financial statements after year end
Our year end is December and we post the adjusting journal entries, which affects funds, by May or June of the following year. In that time, we are not able to produce financial statements for the new fiscal year. Until we can post the adjusting journal entries, then I can produce financial statements to date. Which are…
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Enabling Notifications to Stay Involved
Once you accept and join the group, click the little bell next to the group name to enable email notifications so you can stay engaged and up-to-date. This way, you'll be aware of ongoing discussions that may pertain to you!
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Top Members of April!
Happy May! 🐝🌸🌱🦋 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout April! Let's give a round of applause to: @breaunajurkowski, @JasmineWilliams, @RobinBaker, @ChekemmaTownsend, @ZaidaPadilla, @MarieShores, @AlondraVazquez, @KellyMiller, @MariaWakan, and…
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Use of Constant Contact
Is any using Constant Contact? instead of Mail Chimp? what differences have you noticed between the two?
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SHOW ME THE MONEY!!!
Who’s ready for Unite 2026?!?! We’ve got a great set of sessions planned including the Idea Lab session on Thursday at 10:30. Join us and vote with Unite Pounds to influence the roadmap!
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Template Fields
We discussed the want for additional fields to be available in templates. If we can add what template and the field we want added then the Foundant team can take them to the product team to request the addition of the field or understand why it isn't available.
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Giving Hub Slides
I'm looking for the presentation slides from Tuesday's session titled: CSuite SA Maximize Your Giving Hub with Lyndsey Thompson and Staci Mincks.
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CSuite Strategic Advancement Expert Presentations
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Open API Fields
Creating this post for us to continue discussion on what additional fields we would like to request to be opened for the Open API. I've attached the CSuite API Documentation.
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Roadmap Presentation Slides
Hi! Are the Roadmap Presentation Slides posted here somewhere? I am having trouble locating them. Thanks!
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Grant's slides from last session
Will you be uploading the slides regarding the current/coming AI integration options for Foundant products? @GrantElliott
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Summit 2026 Wrap-up Slides
Hello, It was so great seeing you all this week in Tampa. Sharing a few of the Summit moments captured in photos here! https://vimeo.com/1186333494/3c70b98ba4?share=copy&fl=sv&fe=ci
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GLM Fundamental Presentations
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Coffee Talk Live Presentations
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Looking for the Impact Investing Presentation from Summit 2026??
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"Mission Possible: Putting Data and AI to Work for You" session presentation
Including Jeff Riechman's presentation from the Wednesday morning session "From Reactive to Strategic- AI in Philanthropy". Please share your thoughts and questions about AI here.
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What's next?
Thanks for being here as we begin this new project. With the goal of ongoing networking and resource sharing, the first quarterly theme exploring our community and collaborative opportunities seemed like a no brainer. Moving forward, what do you want to talk about? Is there a particular hurdle or subject matter that you…
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"Other Sessions" Presentations
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Idea Lab Powerpoint: help us push votes for capabilities!
There are categories for each of the ideas! Please feel free to peruse and vote for ones that are helpful for your organization's!!
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Resources
This post lists out all resources we think may be helpful to our grantees. The American Academy of Pediatric Dentistry Resource Manual is below. https://www.aapd.org/research/oral-health-policies--recommendations/
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Idea Lab Posts
Hey, hey attendees! Anyone have a post about a dream feature that you want votes for? Drop the URL below! 🤗 Here's mine: Show Decision Status (update to be able to set it differently for each process in GLM) ⚡️Link to vote in Idea Lab⚡️
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CEO position posting at La Crosse Area Community Foundation
La Crosse Area Community Foundation (LACF) is seeking a CEO with a passion for leading a dynamic, forward-thinking team and organization. The ideal candidate inspires community action through innovative approaches, strategic partnerships, impactful planning, and the development of social capital. The CEO provides strategic…
