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Using Technology to Support Asset Growth Through Challenging Times
Thank you to everyone who joined us today for our Donor Management Coffee Talk: Using Technology to Support Asset Growth Through Challenging Times! We had a few requests for those who raised their hands and shared their projects with us to share some examples of the work that they have been doing. We are creating this…
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Board Portal Recommendations
I'm seeking recommendations on any board portal website, cloud-based software, or programs that you use to store documents for secure access and communicate with board members; I attached a screenshot of features we might be interested in for reference. If anyone has experience with BoardEffects, OnBoard by Passageways, or…
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NEA Requirements & Building Final Report Forms
I thought we might benefit from a place to discuss one of the topics from last week's Art Chat which particularly interested me. I'm interested in how you collect the data required by the NEA using Foundant. For example: How do you collect the demographic information? (During the days of paper applications, we collected…
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Happy 1st Anniversary, Compass!
One year ago, we launched this community. Today, we are celebrating with more than 2,100 members, 800 discussions and 1,900 replies. We're so glad you're here exchanging ideas, helping your peers and maximizing the impact of the philanthropic community! Let's have a little fun! This week, the Referral badge is worth double…
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Foundation Turn Over (Grants and Scholarships Role Descriptions)
I know one reality of Foundation work is regular turnover. I've had many conversations over the years with clients seeking advice on job descriptions for Grant and Scholarship Coordinator/Manager/Directors and suggestions on how to call out Foundant familiarity/technical aptitude in those descriptions. If you have a…
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Do your (DAF) fund fees contribute to discretionary grantmaking?
Hi Compass, Triangle Community Foundation is looking to benchmark our funding peers who attribute a part of their fund fees directly into their discretionary grantmaking program. This has arisen as one of many potential ways to operationalize our values of equity and community directly into our fund policies. What, if any,…
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Congratulations to the March Top 10!
Congratulations @KarenWolf @LaurelShulman @DwanaBackLamberson @HeidiFindlay @JesikaEllis @JoyceBrasher @loritrenholm @jessbarrie @LeahDroge and @BettieStammerjohn! As a thank you for your contributions to the community, you will all be entered into a random drawing for a little pick-me-up! The winner will be tagged in a…
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Taking sub accounting back in house from investment company
Reaching out to the Community to see if anyone else has recently brought the sub/fund accounting back in-house from an investment company?
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Moved: Third Party Question Groups - Tips, Templates, and More!
This discussion has been moved.
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#TuesdayTip: Bookmarking Conversations
Bookmark a conversation and save it to your Quick Links to return to it later! Simply highlight the star to the right of the original post. Refresh your browser and you'll see "My Bookmarks" in your Quick Links! If you'd like to respond to @LaurelShulman's question shown above, click here!
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Award/Payment Notifications for Grantees
Looking for inputs, workflow and/or templates, on how you might be using GLM to notify your Grantees of a new award or a payment that has been issued. We are a Community Foundation using GLM/SLM and C-suite, and processes over 1,000 grants a year under both unrestricted and Donor Advised. We are looking to fully use the…
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Show me your application!
I work for a school and as I am building my scholarship application for the first time, it would be helpful to be able to login as a student to some real-world examples. If you have scholarships, would you kindly share with me? You can delete me as a user at any time. Thanks
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Scholarship Award/Denial Letters - Paper or Digital?
Hello all, Just curious to see how folks handle their award/denial letters for scholarship applicants. Currently, we send paper award and denial letters to every applicant that finishes and submits an application. We also send an email to award recipients with more detailed instructions on how to complete the follow-up to…
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Monday Motivation
Happy Monday! What do you do to motivate yourself to tackle the week? Do you have a routine or mantra that revs you up and keeps you focused? Please share!
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Scholarship Deferrals, Renewals and New Funding in a New Normal
We had great discussions around these three scholarship topics during today’s Coffee Talk. Our own @AlyseBraaten, Manager of Client Services, Grants and Scholarships hosted along with our special guest host @LaurenGrevel , the Education & Youth Initiatives Officer with Grand Haven Area Community Foundation. If you missed…
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Using standardized test scores in evaluating scholarship applicants
We have decided to make standardized test scores optional on our scholarship applications this year since some colleges/universities are not requiring them. Our steering committee just met, and many expressed concern that it is unfair to take scores into consideration for candidates if not all of them provided scores. Has…
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Hiring - Manager, Strategic Partnerships (Health & Wellbeing)
The Marie Lamfrom Charitable Foundation is hiring a Manager for Strategic Partnerships (Health & Wellbeing) here in Wilsonville, OR (greater Portland metro). Learn more at www.marielamfrom.org/careers!
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Hiring - Manager, Strategic Partnerships (Education & Mentorship) - Portland, OR
The Marie Lamfrom Charitable Foundation is hiring a Strategic Partnerships Manager for Education & Mentorship, here in Wilsonville, OR (great Portland Metro). Learn more at www.marielamfrom.org/careers.
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Hiring - Coordinator, Data & Info Systems - Greater Portland Metro
The Marie Lamfrom Charitable Foundation (Wilsonville, OR) is hiring a Data & Info Systems Coordinator to support our growing foundation! This person will manage our use of Foundant and support our behind-the-scenes work in building relationships with great regional nonprofits. See attached description! Application review…
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Welcome to Scholarship Chat! Find introductions and discussions here!
If you have a minute, go ahead and introduce yourself to the group in the discussion below - we'd love to get the networking started! A couple of starting points: Have you ever been to Montana? Are you a dog or a cat person? (Request the Dog Person or Cat Person badge)! Name your favorite Bequet Caramel flavor. (Request…
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Use of Adobe for Document Signing
Does anyone have experience with using Adobe's Document Cloud for grant contract signing? Is there a way to incorporate Document Cloud with documents delivered to grant recipients through Foundant?
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Restricting funds committed to multi-year grant agreements
I am looking for input on restricting funds within a DAF which were committed by the donor advisor to a multi-year grant. The fund currently holds $1.3M invested in our long term horizon and $750k has just been committed to a multi-year grant agreement ($250k/yr for the next 3 yrs). The long-term horizon can fluctuate due…
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Communication Schedule
On the call I heard Arts Memphis mention a communication/promotion schedule for grant programs and grant webinars. Any samples or links to great resources for developing a stronger communication schedule?
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Mountain West
Connect with peers from the Mountain West Region here!
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Hello from Minnesota!
Hi all! I am a new remote team member from rural Minnesota. I am excited to join the Foundant Team as a Client Success Manager! I have a diverse background with a passion for philanthropy. I love spending time outside & traveling with my family! I look forward to getting to know everyone!
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#TuesdayTip: @ @ @
Use the @ when responding to someone, or to bring other Compass members into the conversation. This ensures the person you're mentioning sees they've been included in a discussion. Example: @PeterPfankuch and @HenryLemp are always so helpful when I have questions about GLM, SLM and CSuite! Make sure you also set-up your…
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Gender and Race Questions
This year we are adding - Non-binary and Prefer to self-describe. Are others of you doing this as well? We also are going to ask to identify yourself racially/ethnically with four different choices and open ended - specify. Again are others doing this and having you been doing this for awhile?
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Reporting to your Board
How does your organization report out to your Board? We have done simple info graphs but would like to change it up this year. I look forward to all your suggestions. Thank you
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Guelph Community Foundation - Now Hiring - Full Time Finance Manager
The Guelph Community Foundation is a charitable public foundation whose purpose is to provide leadership in promoting community philanthropy and enhance the quality of life for the citizens of Guelph and surrounding communities. The Foundation pools the charitable gifts of donors into permanent, income-earning endowments.…
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Congratulations February Leaders!
Congrats to our Top 10 Compass contributors in February! You'll all be entered into a random drawing for a surprise pick-me-up. One winner will be selected. Thank you for starting compelling conversations and sharing your expertise with our community! @AudraClodfelter @AlyseBraaten @KristenBrandt @KarenWolf…