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Budget Forms
We are looking for a new budget form for our applicants to use to upload in their application. Preferably a budget that contains a spreadsheet for the project budget as well as a spreadsheet for the applicant's full organizational budget. Does anyone have one they would like to share with us? Thanks so much! Kaitlyn
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Congratulations to the July Top 10!
Congratulations to @andriabaker, @GloriaDillard, @KathyReiter, @coreygetchell, @MarynBoess, @StaceyRivard, @JennyPraytor, @SteveWick, @TomWickersham and @jameskirkland! As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing for a little surprise. The winner…
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Looking for a Foundant "guru" as a grants adminstrator... ideas?
Hi everyone. We are in need of someone with good Foundant skills to help our team - either as a consultant, or perhaps even as a position w/our small Foundation. We have a growing list of things needed to mop up as well as projects ahead that we are falling behind on and think a person w/good skills would be a great asset…
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Field of Interest Fund
Our foundation has one field of interest fund and we have had a question about Board insurance come up. The field of interest fund has it's own Board of directors and committees and they are overseen by the foundation staff and BOD. The fund has been paying D&O insurance which can be quite expense for a small organization…
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Scholarship Fund Minimums and Admin Fees
Hello, We are considering changing our minimums for donors wanting to start Scholarship Funds. We are also considering changing the annual administrative fee for scholarship funds. I was charged with the task of gathering information from other Community Foundations. I would appreciate your input on: What is the minimum…
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What gaps do you see in scholarship opportunities for students?
We are currently evaluating our general high school scholarship fund to see if we are making the best impact for our local students. I am reaching out to other foundations, counselors, local students, but wanted to see if any of you have any data or information on what kind of student is being missed by scholarship…
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Moving recurring donations to CSuite/Stripe
One of our community foundations recently went live in Community Suite and is in the process of transferring all of their community funds from their current payment processor to Stripe. One fund in particular has a large amount of recurring donations in the legacy credit card system and the advisors are reticent to make a…
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Does anyone offer application coaching?
Hi all, During this year's selection process one of our evaluators noted that he could see potential in several applicants but their written responses were not as strong as other more talented writers and therefore their evaluation scores were lower. His recommendation was to coach these students through the application…
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Congratulations to the June Top 10!
Congratulations to @KentWeimer, @LucyPoludniak, @eliseparma, @CelesteCarlson, @SaraPalmer, @KarenWolf, @MerrellBergin, @RandMorgan, @HeidiFindlay and @KatieBraswell! As a thank you for your contributions to our Compass community this past month, you will be entered into a random drawing for a little surprise. The winner…
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Finding an investment advisor for the small but growing community foundation
Any referrals for fiduciary or OCIO investment advisors, specializing in community foundations with less than $2mm in investable assets and in need of investment policy development and endowment fund setup? Preliminary research finds a limited pool, ranging from shaky to possibly credible.
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New Team Member- Turner Rowland
Hello everyone! My name is Turner Rowland and I am one of the new team members here at Foundant Technologies in Bozeman, MT! I live in Bozeman, but I am originally from Key West, Florida. My background is working with nonprofits and our grantseeker software, GrantHub, but I have now moved into a full-time sales and…
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New Team Member Introduction
Hi Everyone, My name is Austin Case and I'm one of the new Team Members here at Foundant Technologies. I live in Edmond, OK and my background is in accounting in Energy. I love to workout, play golf, travel and spend time with my family and friends. I'm looking forward to meeting and working with you all!
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New Team Member Introduction - Lauren Andryshak
Hello everyone! My name is Lauren and I am a new team member at Foundant. I work remotely from Camillus, New York. I am a recent graduate of University of Maryland Global Campus. In my free time I enjoy both indoor and outdoor activities. Hiking with my dog is something I try to do as often as possible. But I also love to…
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Credential Badges
Credential badges are a great way to find others in the community with specific expertise. Click on the badges to see who has earned them, or to request it for yourself! Accredited Estate Planner Certified Public Accountant Certified Financial Planner Certified Fund Raising Executive Certified Grant Writer Certified Grants…
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Community Engagement Specialist - help us find a unicorn!
We are investing in the community and WE’RE GROWING! The Chaffee County Community Foundation (CCCF) is looking for self-motivated and community-minded individual to join its team as our owner of all things marketing and communications – our Community Engagement Specialist. This position will increase CCCF’s capacity to…
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Director of Marketing and Communications (Durham, NC)
Triangle Community Foundation is hiring a Director of Marketing and Communications. You can see more details and apply here: https://trianglecf.applicantpool.com/jobs/585670-197466.html
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Best time of the year to make the switch to C-suite from FIMS
Hello, We are planning our conversion timeline and would like to reach out and ask what was the best time folks actually went LIVE. Year end? First quarter? Any feedback would be greatly appreciated. Marnie Christopherson DSACF - Duluth, MN
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Hiring: Chief Financial Officer
ArtsMemphis - the primary funder and convener for the arts in Memphis, TN - is hiring a Chief Financial Officer. Learn more at Careers (artsmemphis.org)
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Howdy!
My name is Joe Spence and I am an intern on the Client services team. I am from Fort Collins, Colorado and attend Montana State University. I am a passionate fisherman and a sub-par skier (I try my hardest though). Aside from fishing and skiing, I like to spend my free time coaching youth lacrosse here in Bozeman and…
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Making hard copy board books
Hey, all. I compile hard copy books for our board that include applications submitted, attachments, and staff evaluation. I do a fair amount of editing to present the application information to the board in the fashion they have requested. My work around to edit and publish a hard copy of the applications and assorted…
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Hello from New Foundant Team Member
Hi everyone! My name is Katie Sproles and I am a new team member at Foundant Technologies. My background is in marketing and communications and I will be the new marketing copywriter/editor. I am working remotely from Eugene, Oregon for just a couple of months before joining the team in Bozeman, Montana. I enjoy spending…
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Hello from Bozeman Montana
Hey all, my name is Jason Kruger and I'm a new team member here at Foundant Technologies. I am a senior software engineer and I live in Bozeman, MT. I enjoy getting outside, photography (landscape and astrophotography), and hanging out with my family. Looking forward to meeting / working with everyone!
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New Foundant Team Member- Hi from Bozeman!
Hi Compass community! My name is Anna Neikirk and I am a new Agile Project Manager on the Foundant team. My background is in Production Management for non-profit arts organizations and I am excited to help our clients excel. In my free time I like power lifting, listening to podcasts and hiking with my dog Piper. I look…
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Congrats to the May Top 10! And the winner is...
Happy Friday...and congratulations to @RhondaReichert@CarolReynolds, @HeidiFindlay, @BettieStammerjohn, @JesikaEllis, @PamAmundsen, @MeganRingoen, @SonyaMarquesCorreia, @LornaSandberg, @LaurelShulman and @JulieRae. As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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Cybersecurity Policies
Good morning and Happy Friday! We just went through our annual audit and cybersecurity issues were raised and it was suggested we create a policy. I was wondering if any one has addressed this issue and maybe created a policy we could review? Thank you for any assistance. Katie
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Navigating a New Normal for Accounting Processes and Roles
Thank you to everyone who joined us yesterday for our Finance Coffee Talk: New Normal for Accounting Processes and Roles. There were many great discussions, including how to transition to ACH payments and make that process as seamless as possible. We are creating this discussion space to continue these conversations.…
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Hiring - Scholarship Program Manager - Community Foundation of the Fox River Valley (Aurora, IL)
The Community Foundation of the Fox River Valley serves the Greater Aurora Area, the TriCities and Kendall County, Illinois. Reporting to the President & CEO, the Scholarship Program Manager will work with the Foundation staff, Board of Directors, Fund Advisors, and other constituents to successfully administer the…
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Loan Repayment Programs
I have a call with a prospective donor on Thursday who is potentially interested in setting up a loan repayment fund for African American graduates. Does anyone have experience with this type of program and/or know of existing programs I could reach out to? I did used to manage something similar at a graduate school but…
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Internal Transfer: Scholarship fund to emergency assistance fund
Does anyone have any experience asking scholarship donors to contribute to an emergency assistance fund? Some background: We launched our emergency assistance fund for students in July. It's actually been quite popular with our donor-advised fundholders and is a nice value-add that we can offer to scholarship fundholders…
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HTML Editor Suggestions Please
We are going to launch a grant catalogue to our Fund Advisors next week and when I look at our finished product in Draft the font of the project descriptions is huge. I've been playing around with an HTML Editor (https://html-online.com/editor/) but the font sizes are fairly limited and I've only been able to shrink the…
