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Moved: Uniform Process Opening Date Start Time
This discussion has been moved.
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Best Practices for Agreement Terms for Capital Grants
Does anyone have language they are willing to share with respect to any limitations in your grant agreement when making a grant for an investment in real estate or other assets? Do you place a restriction on the grantee's ability to sell the asset purchased or invested in? If so, is there a time limit on that restriction,…
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Faith-based Scholarships
Hi all, We recently had a donor approach us to create a faith-based scholarship (Christian specifically). We currently don't have any awarding scholarships that have faith-based criteria. Does anyone have a fund like this? If so I would appreciate any information on how you ask this question and the essay question you ask.…
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A New Member of the Foundant Team
Howdy from Texas! My name is Courtney Harris and I just joined the Learning & Development team here at Foundant Technologies. I have worked in the nonprofit industry for the past 6 years and have absolutely loved it! I became interested in working for Foundant after talking with a family member who worked with them at his…
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Five Creative Virtual Fundraising Ideas
What virtual events have you held?
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Market Earnings as Spendable
We have a policy that allows our DAFs to earmark a portion of their gift(s) as endowment OR spendable (or both). In the event of market gains and based on the way Foundant's Fund Advisor Portal portrays details, any market earnings do not show up on the Fund Holder's landing page. That causes confusion. Similarly, we…
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Double Points December!
The following badges are worth double points this month! Referral Rockstar - 40 points ⭐️ Rule Breaker - 10 points Solution Finder - 10 points Coffee Addict - 2 points DIYer - 2 points Click on each link to learn more about the badges, and go climb those leaderboards!
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Hello from Klaus Becker!
Hey everyone! My name is Klaus Becker and I am one of the new Interns here at Foundant Technologies. I became interested in working for Foundant when/after hearing about it from a classmate. I am originally from Portland, Oregon, but started school at Montana State to pursue an education in Marketing. I currently live in…
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Requests for calls
Reaching out to see what you do when nonprofits request calls with your Foundation. I receive approximately 10-15 requests per month and typically spend 20 minutes with each. These "get to know you" calls can take place over Zoom, in person or the telephone. Is this typical for Foundations to receive this many requests per…
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Hello from Ryan Meier!
Hello everyone I am a client services intern here at Foundant! I originally grew up in Cincinnati, Ohio but moved to Montana a while ago. I'm a student at Montana State University studying Computer Science in Bozeman. In my free time I like to be outside hiking in the mountains, rock climbing, and snowboarding.
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Board Management Software?
Is anyone currently using (or been looking into) a Board Management software? We are looking to streamline all of our communication and do what we can to make things as engaging, fun and easy as possible (i.e. checklist/personal dashboard) for our Board.
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DISASTER RELIEF TECHNICAL ASSISTANCE GRANT?
We are preparing for the upcoming drought/fire season here in Oregon and interested in creating a Technical Assistance Grant program for rural communities and Tribal nations in Oregon who have declared a disaster due to drought or wildfire. We understand there is an issue for these communities to hire/navigate the federal…
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Congratulations to the November Top 10!
Congratulations to @LyndseyThompson, @DeirdreMcLoughlin, @marcapitman, @MistyGehle, @MarshaPope, @DougExton, @LaceySortman, @abigailcarter, @LisaWarwick, and @LaurenBlitzer! 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…
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Scholarship - Room and Board
We have a very small scholarship program to date, but have a prospective funder who is very passionate about funding a "full-ride" scholarship including room and board. I understand this will create taxable income for the student. I'm looking for examples of a scholarship program that funds room/board and how you…
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Hello From The Mile High City!
Hi everyone! My name is Jason Sheridan, and I am a new Data Migration Specialist. I'm originally from Scranton (What!? The Electric City!), Pennsylvania, where I graduated from Penn State University, and currently live just west of downtown Denver, Colorado. I love baseball and hockey, and try to draw a bit in my down…
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Meetings, Events and Anniversaries… what works and what doesn't?!
-Does your foundation host an annual meeting? How do you make it impactful year after year? -What is most important to keep in mind for celebrating big anniversaries? -Do you host special events that have been particularly popular? -How do you engage non-donors in your community?
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Seeking Program Specialist & Executive Assistant at Comm. Fdn. of Northern Colorado
NoCoFoundation.org/jobs-opportunities Position: Program Specialist and Executive Assistant Employment: Full time Location: Fort Collins, CO Organization Name: Community Foundation of Northern Colorado Application Deadline: Friday, December 31, 2021 Status: Full Time, exempt Reports to: President/Chief Executive Officer The…
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November is Native American Heritage Month
This month, we pay tribute to the rich ancestry and traditions of Native Americans. Does your organization support Native communities? Share your story.
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Parent/Guardian Certification
We have previously had a parent/guardian certification section on our application. After the Foundant SLM series this fall we are considering dropping that section on all our applications. We do collect financial information on our need-based applications mainly in the form of a questions, FAFSA SAR upload, and school…
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Texting students
Good afternoon, I was wondering if any of you use a texting software to stay in contact with scholarship students? If so, what software do you use? Thank you!
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A quick hello from Ezra
My name is Ezra Skoog, and I am the new client service intern here at Foundant Technologies. I lived in North Carolina before moving to Great Falls, Montana with my family in 2020. I am currently living in Bozeman, Montana where I am attending school at Montana State University to pursue an education in Computer Science.…
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Bequest Valuation - Stepped Up or DOD
Hello! Can you tell me what your auditors recommend for valuing a probated noncash gift, such as stock? From what I understand you can do a stepped up value or a date of death value. Thank you! Missy Belles Whatcom Community Foundation
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E-Checks
Is anyone using e-checks in lieu of mailing checks or ACH? Are you happy with it? Any significant cons to using them?
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Verification of matching funds
Hi all, We're trying to shore up our processes for matching funds/challenge grants. What verification forms does your organization use before sending out that matching grant from your foundation? Thank you!
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Sample Letter of Intent
Hello, Can an organization share a letter of intent form for large capital grants for projects such as cultural institutions or non profit headquarters?
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Geographic Region
Hi there - I'm wondering how others collect geographic region information in their applications. We offer grants across the entire state of Oregon. In our current application, we allow applicants to check boxes for each region in which their project will take place, but that makes it difficult to break down and measure…
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Seeking ideas for fun and/or inspiring grant names
Okay, so it's time to spice up our grant process name. Our [County Name] Grants is a pretty uninspiring name. What about Transformational Grants ... or Better Together Grants ... or Efficacy in Action Grants?!?!! Does your foundation have a fun or inspiring grant name? Are you able to slip on your creative hat for a moment…
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Award Events
I would like to know when you present scholarship awards to the students, at some sort of ceremony, do you mention the dollar value of the scholarship?
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Have any of you celebrated financial milestones at your Foundation?
We are almost at $100 million and are trying to find a way to celebrate this in a meaningful way with our donors and our community.
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The Percentage Test - Scholarships for Corporation Employees and Dependents
I'm having difficulty with the language around our corporate scholarship percentage test. (Long story.) Does anyone have a good source for the percentage test requirements? Particularly for employees? Also, does anyone have a scholarship that combines eligibility requirements for dependents of employees along with…
