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Introduction
Hey everyone! My name is Ashley Ruiz and I am one of the new interns here at Foundant Technologies. I became interested in working for Foundant when I realized this was an organization that helped people help people. I am originally from Fort Lauderdale, Florida, but started school at UCF to pursue an education in…
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Rolling Scholarship Application?
Does anyone offer a scholarship application with a rolling deadline, with applications reviewed as they come in? Can someone address the legality of such an arrangement - e.g. if eligibility criteria are clearly laid out, it is awarded on an objective basis, the scholarship is offered to a sufficiently broad charitable…
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Congratulations to the February Top 10!
Congratulations to @LorielKorynnGrigsby, @LaurieAbildso, @AmandaHicks, @SarahMechtenberg, @AshleyHarper, @LindseyKeller, @annehossner, @MarieShores, @LourdesNunez, and @BonitaJohnson! 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.…
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Young Professionals Giving Group
I am curious if any other Foundations are doing a young professionals giving group or similar group? If so, I would love to hear more about best practices, guidelines, and giving levels! Thanks, Eliana
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Gifts of Grain
When selling the gift of grain, how do you record the expenses from the grain elevator for selling the grain. Is there a specific expense account people use? I have been trying Miscellaneous in the Test site, but really don't like seeing it as a "Miscellaneous Expense" on the Fund Statement. Does anyone have a better…
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Supporting Equitable Approaches to Youth Mental Health & Funders’ Collaborative for Young Minds
Today’s youth are facing unprecedented challenges to their mental health. Youth of color are particularly impacted, as they bear the disproportionate burden of racism, trauma, and inequalities in our health and education systems. Philanthropy has a tremendous opportunity to act now so that all children can thrive. Mindful…
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Sample Templates to send to Inactive DAF Holders for grantmaking or giving
Hi all! Would you mind sharing your letter or notice template that you send to inactive DAF holders to let them know that they have not made a grant /donation for awhile that reminds them of your policy on that subject? Thank you very much! Missy Belles
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Moved: Grant policy re: hateful activities/hate groups
This discussion has been moved.
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Follow Your Favorite Categories!
Hi Compass Members! To receive notifications from specific subcategories, i.e. "Grants & Scholarships" (shown below), CSuite Q&A, etc., just look for the bell icon underneath the subcategory's title and description: Select your preference. That's it! You can come back to adjust these notifications any time. While you're at…
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Hello Hello
Hey everyone, My name is Jared and I am the newest Agile Scrum Master at Foundant. My first team assignment will be working with the GLM/SLM team. I've worked in the non-profit sector my entire career but working with Foundant now to support the philanthropic sector at large, is a very exciting opportunity.
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Moved: SLM Conflict of Interest forms
This discussion has been moved.
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Seeking Accountant for North Dakota Community Foundation
Title: Accountant ORGANIZATIONAL BACKGROUND · The employer is a growing nonprofit organization with annual revenues in the tens of millions of dollars. · The Accountant plays a key role in implementing administrative systems that support the mission and growth of the nonprofit organization. · The nonprofit organization is…
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Compliance / Monitoring Program for a Grant Program
Hi everyone – my first post! I am excited to be part of this community. I am looking to better understand best practices around the governance of grant programs, specifically around how you monitor for any potential conflicts between your reviewers and the applications you assign to them to review. Do you have any P&P's…
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Frustration - why won't students complete follow-ups?
So frustrating - we have this lovely software, we have their email addresses, they have been told they are expected to complete a follow up form at the end of each semester!!!!!! Why is it so hard. I could get the big stick and refuse to pay for their next semester but that seems excessive. Do we need to add a "texting"…
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Peer Learning: Grant Committees
What is the structure of your evaluating body – do you have one core committee or multiple committees (fund, sector, or program dependent, for example)? What steps has your organization taken to diversify committees and to incorporate participatory grantmaking? How are community members considered for your committee…
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Scholarship letters of recommendation
Will your organization or has your organization eliminated letters of recommendation from your scholarship applications? (Unless it's part of the scholarship fund agreement, of course). I'd be interested to know your organization's thoughts about that. Thank you! Lee O'Neil (she/her/hers) Community Foundation of Fayette…
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Independent Grantee Survey Providers
Hi! I work for a 3M family foundation in Boston, MA. We are looking to conduct an independent survey of grantees to get feedback on our grantmaking and process. We are aware of CEP but wanted to know if there are other providers doing this work. We are considering CEP so would like to hear references and testimonials about…
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Financial Need Scholarships - How to score
Hi! We have a portfolio of 47 scholarships we oversee, and half of them have criteria where the student must demonstrate financial need. We ask them for their household income, number of household dependents, what other financial aid they are receiving, and if there are any extenuating circumstances to their financial…
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Follow-up asking for transcript and financials
We send a follow-up at the end of each semester asking for transcripts and financials before we send out subsequent scholarship payments. After you make the final payment, do you still ask for financials and transcripts at the end of that semester? I was wondering what the point would be because the money is already spent…
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USWBSI Grant Admin Position Opening
Posting on behalf of the U.S. Wheat & Barley Scab Initiative (USWBSI). They are looking for a grant admin. Remote OK! Here is the link: https://hr.myu.umn.edu/jobs/ext/345894 Please reach out to Michelle Bjerkness if you have any questions Michelle Bjerkness Director of Operations U.S. Wheat & Barley Scab…
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Scholarship Applications
Does anyone know if there is a requirement to obtain the date of birth, gender and citizenship for a scholarship applicant? Our current scholarship applications ask for this information, but I couldn't find anything online that says it's required. Thanks in Advance! Jennifer Brambley
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First Pass Evaluation
Does anyone have a good resource for evaluation questions for a first pass evaluation? Looking to simplify process with a few simple questions that allow us to rank recommendations before taking a deeper dive in the review process through the 2nd evaluation.
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How Are You Building Relationships in the Time of COVID?
During our 2/2/2022 Coffee Talk, funders shared how they are building relationships in this time of COVID. We heard from funders how they are sharing donor stories, taking walking meetings, setting up team art groups and many other creative ways to re-energize and stay connected in our hybrid and remote environments. We'd…
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School and Student Name withheld in Fund statements
I'm curious to know if any of your donors have given you feedback about the new format for scholarship fund statements, now that the statements don't give any student information. In previous years, our scholarship fund statements indicated the name of the college or university. When we switched to CSuite, we were only…
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Would your grant recipients be interested in learning more about Foundant’s newest solution?
Do your grant recipients struggle with their technology, connecting data, and collaborating across their organization? We are excited to announce the launch of Foundant’s newest solution, NonprofitCore, designed specifically for the unique needs of nonprofit charitable organizations, NonprofitCore enables nonprofits to…
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Congratulations to the January Top 10!
Congratulations to @JulieKlipp, @HaileyCarmerLaMaster, @AshleyButler, @BorisKievsky, @DeirdreMcLoughlin, @SusanSchroeder, @SofiaRomeo, @AaronKennerk, @MimiKim, and @JeannineBogaard! 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…
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Making applications inclusive for individuals who are visually impaired
How are you making sure that your grant/scholarship applications are inclusive of the visually impaired? Do you create another version of the online application that is accessible to assistive technology such as a screen reader?
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Can you answer an unanswered question?
Help a fellow Compass member and support our Compass community by responding to an unanswered question! Bookmark this link: community.foundant.com/discussions/unanswered OR Find Unanswered Questions under your Quick Links: If you answer a question, request the Solution Finder, Rule Breaker or Game Changer badges for 10…
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Hello Everyone!
Hi All! My name is Abby Elliott, and I am new here at Foundant as a Client Services 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 Billings, MT, but my folks now live in a small town up north called Chester. I am attending MSU…
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Opportunity: Full-Time Operations & Office Manager for CF of Central Wisconsin
Courtesy post for @JenRiggenbach! The Operations and Office Manager is a full-time position. The goal of the Operations and Office manager is to ensure smooth operations and seamless customer services to internal and external constituents. They are responsible for the overall office management and administration, including…
