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CFGC is Hiring a Community Investment Manager
About the Foundation For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions and their values with purpose, so that they can have a meaningful impact on the community. The mission of the…
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Finance and Office Administrator Position-- Hiring PT
Job Posting – Finance & Office Administrator, The County Foundation The County Foundation is one of 201 community foundations across Canada, offering collaborative leadership and funding to support initiatives that benefit our community. Our ongoing work as an asset-builder and grant-maker provides a strategic perspective…
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Successor advisor form
Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
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Charting Projected Giving/Workflows
Hi Compass, I'm wondering how others are understanding and charting their projected giving. We're currently struggling to understand what our next year looks like in terms of paying out installments, and how heavy our reporting workflows will be because there isn't a straightforward way to track estimated/anticipated…
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Donor Recognition Policy / Stewardship Strategy examples?
Hello! Here at the South Sask Community Foundation are currently reviewing/revising our donor recognition policy and stewardship strategy. If you have a copy of either you would be willing to share, that would be greatly appreciated! Most curious to know how you segment donors for stewardship: by giving amounts, by type of…
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Advice for using & implementing Nonprofit Directory
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
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Second Semester Scholarships
Help us settle a debate. We have a number of scholarships that are paid in the student's second semester (usually January). Should the payment of these scholarships be counted toward the year they were awarded, or the year they were paid? For example: a student graduates in 2023 and is awarded a scholarship to be paid…
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Looking for a general "intake form".
Can anyone share a link to or attach a general "intake form" that your foundation uses for an initial call or email about starting a scholarship or new fund.
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With the FAFSA issues, has anyone changed the application for finanical information?
As a Community Foundation with a Live scholarship application, I have received a couple of calls from frantic students. I have the FAFSA estimator in my application and am considering using that number for financial-based scholarships. We could change the due date to later, but I want that to be my last resort. I am…
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Who is using Foundant CRM very well
We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management…
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BI & Report Automation Tools
Hello! Our grants teams is looking to enhance our data visualization and reporting. I have begun researching various tools and platforms to analyze and automate some reporting functions. Curious if there are any folks who are actively using any BI or Automated Reporting tools? Perhaps any tie-ins with Foundant and best…
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We’re hiring! Donor Services Officer for our growing community foundation
The Hamilton Community Foundation in Hamilton, OH is growing and in need of a full time Donor Services Officer to help us with new and existing donors. The Hamilton Community Foundation is the oldest and largest community foundation in Butler County, OH. We are looking for an engaging, and professional individual to join…
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Congrats to the January Top 10 Leaders!
Congratulations to @TessDeHart, @AmyNossaman, @ErinArmstrong, @BrittanyBailey, @vaseycoman, @chandrabrubaker, @ElaineHolliday, @FionaRoss, @PattyMastel, and @CarrieMiller for being on January's Top 10 Leaderboard! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered…
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Bequest Scam Warning
Hello all, We wanted to make everyone aware of this scam that was attempted on our Community Foundation. Please share this! We received an email (copied at the bottom of this post) from someone stating his mother, Julia Sadler, had recently passed away and indicated in her trust that she would like donations made to…
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Required Financial Documents for a Grant
What financial documents do you require from an organization requesting a grant. Specifically, do you require an audited financial statement from the organization requesting a grant? If not, what do you require and what do you suggest we look for?
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Funds released on training completion - best practices
Hi, Our organization is looking to create the process for the following grant and I was wondering if anyone else has implemented a similar grant? What worked, what did not? Any landmines I should look out for? [Some of the grant overview language is off as names of our partners have been redacted.] Grant Overview: Through…
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Multiple tribute cards under one tribute object.
We are just moving over to CSuites and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
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When do you disburse your scholarship funds? Timing of scholarship fund disbursement
Hello everyone! When do you send scholarship checks to your recipients' school/university/college etc? Is it possible to send funds in May? In the past I have disbursed the funds for new recipients and renewal recipients in August/September. However, my boss was wondering if we could disburse the funds right after making…
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Third Party Request Form
How can I resend the original third party request email? Our grantees miss it when it comes through and then ask for us to resend it. I can send a e-mail from that page but it doesn't include the original link.
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Thoughtful Application Design [Connecting and Continuing the Conversation]
Hello, Friends! Our recent webinar on crafting applications that truly connect had some of our highest engagement. We're starting this discussion as a "hub" for the folks looking to connect with other attendees, continue conversations started in the chat (transcript to come), and build on the advice our presenters shared.…
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Capacity building grant application samples
We are in the process of updating our capacity building grant process. I am wondering if anyone offers capacity building grants and would be willing to share their grant application with us. Thank you.
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Writable PDF of Grant Application
We've had a few grant applicants requesting a writable pdf of our grant applications. They prefer answering grant questions in a separate document and save before copying and pasting answers into the actual application. GLM has a "questions list" that can be downloaded/printed and the apply page has a preview of our…
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DAF letters to advisors regarding pledges
Hi. We are looking to update our wordage in our letters to our DAF advisors regarding pledges. Specifically, the United Way pledges. Does any have any examples of their letters that they are willing to share? Thank you in advance!
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Hi There!
Hey Everyone! My name is Jenessa Lorenz and I am one of the new Client Services Interns here at Foundant Technologies. I am originally from Alaska and am currently finishing my third year at Montana State University. I am studying Marketing and Sustainability. I am looking forward to working and meeting new people within…
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Grant Acceptance Forms & Best Practices
Hi All, I am reaching out for your best practices when it comes to signing grant acceptance forms. Currently, our Foundation has a grant acceptance form built out in GLM that is assigned as a follow-up form. Below are the questions that we ask regarding authorization to sign/accept. Most often, we find that the person who…
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Student thank you videos - which platforms are you using?
Hi everyone, We have decided not to continue our annual scholarship reception event. Instead, we plan to gather student thank you videos to share with donors individually and the public. We are currently looking at two platforms: Thank View and Memory Fox. Does anyone have experience with either or both and have…
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How to handle FAFSA delays in scholarship judging?
Hello, I'm a newer admin and first time post-writer. Our scholarships give consideration to FAFSA results, but this year there are major difficulties for students in completing the FAFSA form. How have you handled this issue? Financial need isn't among our highest priorities, so I'm considering removing the FAFSA questions…
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Introduction
Hello everyone, I am Brandon Shaw one of the newest Client Services Interns working remotely from Northeast Texas it is a pleasure to meet you all and I am excited to have open conversations and receive stellar feedback from you all! I am excited for the journey that awaits with Foundant, may you all have a blessed day!
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Would anyone be willing to share an example of their process summary?
Hi, we are a family foundation in CT and I am in the process of working on our grant application in the GLM. We do not accept unsolicited proposals. However, any example of a process summary would be useful; just to get me started :) TIA!
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Program Scholarships
We have a new scholarship opening that is funded by several smaller scholarships. Students will apply to the one "master" scholarship and the financial awards will come from the individual funds. Wondering if anyone has had this situation and figured out how to simplify/streamline the award process in SLM and CSuite. Thank…