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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…
This discussion has been moved.
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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?
This discussion has been moved.
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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,
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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
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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…
