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Introduction!
Hi everyone! My name is Lucas Canty and I am a new Client Services Intern here at Foundant Technologies. I became interested in the opportunity after referral from my computer science teacher. I am from Helena, MT (my remote location as of now), but am starting school at the University of Arizona this fall to pursue…
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Introduction!
Hello! My name is Victor Chum and I am one of the new Client Services Interns here at Foundant. I was excited to apply here after some personal exploration around Foundant's website along with an Informational Interview with Jade (the business recruiter). I currently live in Bozeman and attend MSU but I was originally from…
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Scholarship Evaluation
This is the first year we are having evaluators review and evaluate scholarship applications online. Would anyone be willing to share correspondence sent to committees introducing first time online evaluations? (Example emails, instructions, etc.) In the past staff has created a cover sheet and attached all supplemental…
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Does anyone book salaries across multiple funds?
Hi there, I am curious if there are any Foundations out there that book salaries across multiple funds? Example - 1.0 FTE is 50% in operations fund, 25% in fund A and 25% in fund B. If you do - please email me directly as I am doing research for someone. Email: molson@winonacf.org.
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Metric - % of scholarship applications submitted
What % of your started scholarship applications reach submission? #submitted/#total We just closed our 1st Universal scholarship application. I'm new to the scholarship admin world and since we just came from a paper process we have no reference. For our 67 opportunities they range from 33% to 100% with an average of 62%.…
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Congratulations to the March Top 10!
Congratulations to @LisaReynolds, @hankdrew, @AmyNossaman, @MarshaStrauss, @CarolReynolds, @PeggyKennedy, @KateClavijo, @LaurelShulman, @leeahmahon, and @staciedetaeje! 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…
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Introduction
Hello Team! My name is Erin Cheek and I am a new GLM/SLM Sales Representative. I am very excited to be part of the Foundant Team! I moved to Montana in July of 2020 after spending 5 years in Colorado. I have now lived in 4 states, and Montana is by far my favorite! I enjoy visiting the National Parks, landscape and…
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Organizational Name Changes
How do you handle the history of organizations that have changed their names? For example, If Outagamie County Historical Society has received a dozen grants under this title, and then changes its name to History Museum at the Castle (true story) how do you preserve that history of the old name? If I merge the…
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Hi Everyone!
Hi All! My name is Keely Morrison, and I am new here at Foundant as the Marketing Design Content Intern. I have heard such positive things from friends that work at Foundant which is the reason behind me applying to the company. I grew up in Helena, MT, and moved to Bozeman almost four years ago for school. I am a senior…
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Happy 2nd Anniversary, Compass!
A big thank you to each and every one of you for supporting one another here in Compass and maximizing the impact of the philanthropic community for the last two years. To help us celebrate, spend a couple minutes inviting your friends in philanthropy to join the conversation. Compass is a resource for anyone working in or…
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Moved: Monthly Expenses
This discussion has been moved.
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Introduction
Hey everyone! My name is Cooper Bond and I just started as an intern here at Foundant. I became interested in working for Foundant after a good friend of mine recommended I apply. I am originally from Portland, Oregon, but I moved to Montana 3 years ago to get my undergraduate degree in Business Management. I am currently…
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#TuesdayTip: Bookmark Compass on your phone or tablet!
Did you know you can access Compass discussions on-the-go? Bookmark and sign-in to Compass on your phone or tablet for easy access to best practices and product Q&A! This is the icon you'll see: How to bookmark on iPhone or iPad How to bookmark on Android devices Everything works just like it does on your computer!
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Scholarship Agreement
Hello all, we are new to Foundant this year with our scholarships and I am wondering if anyone has a copy of their scholarship agreement or terms and conditions they are willing to share that they use on the follow-ups? Thank you kindly.
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DAF grants to nonprofits where advisors sit on the board?
Do any foundations prohibit grants issued from DAFs (donor-advised funds) that go to nonprofits where the fund advisor is on the board? What if there are no staff of said nonprofit, so the work of the agency is conducted by the board members? And, what about issuing a grant to the nonprofit if the address of the nonprofit…
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Video Applications
Hi Everyone! Our organization will soon begin accepting Video Applications from our applicants (they will have a choice to submit applications online, as a hard copy, video, etc). I was hoping to see if anyone could share any tips or best practices around accepting, tracking, and managing these applications. For instance,…
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Scholarship Evaluation Committee Best Practices
I've heard several clients ask some great questions about scholarship evaluation committees over the past few weeks. I'll note my understanding of the Best Practice below, but I welcome other opinions and discussion. Committee Composition for Donor Funded Scholarships: Is it ok for a donor to be the only person selecting…
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Electronic Fund Agreements - Establishing New Funds
Hello - have any foundations transitioned to electronic fund agreements for on-boarding new donor advised funds? I'm considering different options like DocuSign and appreciate any recommendations or lessons learned anyone has to share. Thank you, Leeann
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Job Opportunity-Senior Accountant
Hello Everyone! The Sacramento Region Community Foundation is looking to fill the role of Senior Accountant. Please see the attached job description and if you're interested in the position please apply. Feel free to forward the job description to people you think might be a good fit.
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JOB: Hiring a Grants & Database Coordinator at The Music Man Foundation
The Music Man Foundation is looking for a professional with experience in non-profit database management to serve in the full-time, permanent role of Grants & Database Coordinator. Working in close collaboration with the Executive Director and Program Officer, the Grants & Database Coordinator will manage both the…
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Small Business Grant Application
Hello! I am new to the world of writing applications and I am looking for some examples of grant applications other organizations may have used. Our applicants will be small business owners requesting funds. Any of your own examples would be very helpful. Thank you!
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Job Opportunities @ National Indigenous Women's Resources Center
Courtesy post: Read more about NIWRC and these opportunities.
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Moved: Measuring Progress at a Community Foundation Through Data Analytics or Key Progress Indicato…
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Fiscal Sponsors and Electronic Grant Agreements
We are transitioning to electronic grant agreements this spring and I would like to know how organizations handle fiscal sponsors. With a letter, it was easy to email that to another organization, but now the fiscal sponsor will need access to Foundant to be able to sign the agreement. Has anyone worked through this? Thank…
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Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)
On today's Coffee Talk @LisaStachula shared about some changes they made in their follow up form to collect photos and more structured thank you messages from their students to create donor packets. She also talked about using a tool called ThankView. I've attached the follow up form here. Feel free to take a look.
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JOB: Grants Management Specialist @ National Indigenous Women's Resource Center
Courtesy Post We are hiring! NIWRC (National Indigenous Women's Resource Center) is dedicated to ending violence against Native women and children by supporting tribes and grassroots advocates in establishing and strengthening their responses to violence. View our latest open position and apply to join our team! Grants…
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Moved: Do you collect scholarship recipient guardian information? If so, how?
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Requesting a Copy of Board Lists
I'm looking for some best practices on requesting a copy of an organization's Board list. Currently we just ask them to upload a copy of their current list with their application. We'd like to ask for more specific information about each Board member, such as their background and expertise, but want to make sure we ask in…
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Creating Conversations About Board Diversity
For several years, we have asked our grantees to share information about who sits on their board and whether it reflects the community they serve. Our application includes a board diversity grid for them to use, but importantly it is designed for board members to self-identify. We want to avoid the applicant filling out…
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Professional Employer Organization (PEO) Search
Good morning - I am looking for RFP samples for a PEO. We have used the same organization since the beginning of 2013 and we are doing a search this year. I would greatly appreciate any samples or suggestions. Thanks,
