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Framework for on/off boarding new initiatives
Hello all! We are looking at creating a framework around our initiatives that provides a starting point/decision tree. As we start this process, the question arose (as always) 'how do other community foundations do it?' Wondering if anyone already has a framework in place that outlines their process in taking on a new…
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You're invited to Compass Connect on February 18th!
You’re invited to join us for our first Compass happy hour and networking event! This will be a casual 45-60 minute Zoom event for members of our Compass grantmakers & foundations community to meet one another “live”. We encourage you to come as you are, attend all or part of the conversation, and share your webcam if…
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Greetings from New York's Hudson Valley!
Hi all - happy to be in a new position as the Director of Planned Giving with Community Foundations of the Hudson Valley! Looking forward to the time when I can get back into our community and actually meet donors, professional advisors, nonprofits, and co-workers in person. In the meantime I'm in the process of taking a…
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Moved: Best Practices for using ACHs
This discussion has been moved.
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Multiple rounds of funding for COVID-19 Relief
We just completed our first round of relief funding in collaboration with our local United Way. We conducted a "needs assessment" of local nonprofits to determine the focus area for this round. We will be starting our second round soon and wanted to ask if anyone is sending out multiple surveys to determine need? I don't…
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Documenting Distributions to Emergency Relief Funds
The Foundation recently made a distribution to a local emergency relief fund (run by our local United Way). I am wondering how others are using Foundant to track this type of investment/payment which is logistically different from a payment to a grantee. Thanks, Whitney Davis Program Officer The Foundation for a Healthy…
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Balance Sheet Trends
I want to look at several balance sheets and/or balance sheet items over several periods. The resulting report would provide balance sheet trends. I have had to run individual balance sheets for specific periods for various fund groups. I would like to run a balance sheet report that shows comparable balances over a number…
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Are you more "indoorsy" or "outdoorsy"?
New Year, New Badges! Do you consider yourself more of an "indoorsy" or "outdoorsy" person? Is your New Year intention to be more one than the other? Request your preferred badge - or both badges! - and share your favorite activities in the comments below! Request the Indoorsy Badge Request the Outdoorsy Badge ...
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Hello from Bozeman, MT !
My name is Kevin Bristol Vahlbusch and I am joining the Foundant Team as a Client Success Associate. I am based in Bozeman, MT and enjoy trail running, Nordic/alpine skiing, microbrews, and hot tea. I am eager to expand my knowledge of the philanthropic space and contribute to the success of Foundant and the clients who…
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Hello from Dallas!
Hi Everyone! My name is Sydney Murrell and I'm a new Client Success Manager at Foundant Technologies. I am so happy to be joining this team and am looking forward to working with everyone here! I have lived in Texas for 8 years now, but am originally from Florida. My background is in hospitality, tourism, and events, and I…
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Hello from Bozeman
Hi everyone! My name is Abby and I am currently working as an intern here at Foundant. I am from Missoula, MT but now live in Bozeman to attend Montana State, earning a degree in business management. In my free time I like to hike with my dog, spend time with loved ones, work out, knit, and listen to podcasts. I am very…
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Hello from Bozeman!
Hey everyone! My name is Maddi and I am a new Client Services Intern here at Foundant Technologies in Bozeman, MT! I currently live in Bozeman and I have a background in more boots on the ground nonprofit work as I worked at the Gallatin Valley Foodbank here in Bozeman most recently. I enjoy reading, plants, and hanging…
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Podcasts on Philanthropy
Hi there, looking for podcasts on philanthropy - especially those that include community foundations. Last week I listened to a podcast about the brain and how people think about philanthropy. In that discussion was an explanation of the different kinds of ways to give and different organizations: private, public etc. I…
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Scholarship Renewals during COVID - GPA criteria when there is a pass/not pass system
We have two full-ride scholarships that are renewable. Each semester the students submit their latest transcript to show their grades and cumulative GPA meets the renewal criteria. Due to COVID, some colleges and universities have used (or have an option for the student to select) a pass/not pass (or a…
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East Coast Region
Hi there - I work in Northern Panhandle of West Virginia. What is the region for the East Coast discussion group? Thanks, Debbie😄
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Happy Holidays!
Wherever you are and whatever your plans, we here at Foundant hope this holiday season brings you hope, health and the opportunity to connect with those who bring you joy. It has been a pleasure welcoming you all to our new community this year. Thank you for being part of it! Kara Community Manager
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Seeking Scholarship Officer and VP of Philanthropic Services
Visit the links to view the position. VP of Philanthropic Services and Advancement (https://www.c4npr.org/jobs/vice-president-philanthropic-services-advancement/) Scholarship Officer (https://www.c4npr.org/jobs/scholarship-officer/)
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#TuesdayTip: Explore the Job Board or Post an Opportunity
Will 2021 bring a change for your career? Explore the job board or post an opportunity here!
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Change in Scholarship Criteria Due to Company Merger
We manage a scholarship fund that benefits children and grandchildren of a company that recently merged and no longer exists as the entity identified in the fund agreement. Additionally, the newly-formed company announced the closure of the main facility, which will significantly narrow the applicant pool if the original…
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13/1/2020?
We’ve all endured tremendous instability and uncertainty. Blind train track switches being thrown on us. Quick hard left turns. Pea soup fog ahead. There have also been unanticipated blessings fall from the sky. Surprising new ways of accomplishing tasks. New efficiencies. It all affects our mental health. And our outlook.…
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Seeking Strategic Planning Facilitator for new Standards for Gift Planning Success (Cross-Post)
Courtesy post on behalf of Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners in Indiana. CGP has introduced a new set of best practices titled National Standards for Gift Planning Success (NSGPS). We are looking for someone to facilitate strategic work with our board to develop a…
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Has your foundation or funder sponsored a DEI training? If so, please share details.
Our Foundation launched a DEI competitive funding opportunity in 2020 to focus on four focus areas: Employment, Advocacy, Economic Development and Nonprofit Capacity. Due to a high volume of request for DEI training, we are researching options and opportunities. If your Foundation and/or Funder has sponsored a DEI…
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Board Members relatives receive monetary scholarships?
Do your Board members relatives or employee's relatives receive monetary scholarships or just honorary scholarships? If so, do the funds have a specific criteria that is straight forward. For example the student of your Board Presidents son is Salutatorian.
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3rd Party Question- Scholarships
I'm in the process of building a branching question around the student Expected Family Contribution (EFC) off the upload of the FAFSA report. When I tried to build the branching rule, I was unable to do so. Does anyone know how to build a branching question from a file upload? Is this even possible to do? Thanks
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Chat Bots and Texting platforms
Wondering if anyone utilizes chat bots on their website to interact with donors and/or program recipients? We are also exploring text to give and texting program recipients if anyone has suggestions and knowledge in that space! Thanks! Sam Mueller Philanthropy Manager - Park City Community Foundation
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Just Curious: Thanksgiving and Serendipity
With this year's pandemic, events of social injustice, contentious elections, wildfires, hurricanes and more, have there been any serendipitous moments for you? In spite of it all, I'm curious what you might be giving thanks for this year? I'm grateful for some tremendous co-workers who have all grown closer through all of…
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Hello from Bozeman
Hello everyone! My name is Morgan Lamb and I am a new Client Support Intern here at Foundant in Bozeman, Montana. I am originally from Apple Valley, California, but moved to Bozeman to study Financial Engineering at Montana State University. I enjoy skiing, hammocking, playing tennis and hiking! I am looking forward to…
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Experience administering business relief grants - specifically CDBG-CV?
Good afternoon all, The Community Foundation of Abilene has agreed to administer small business relief grants, made available to our city through CDBG-CV funds. Do any of my peers have experience in this world, and would you be willing to share info/best practices? I'm happy to connect via phone or zoom. Thanks, Michelle…
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Job Opportunity - Grant Writer - Parkland Health and Hospital System
Join our team of dedicated, talented and seasoned professionals to help overcome health care disparities in Dallas County. https://www.parklandcareers.com/job/Dallas-Grant-Writer-Parkland-Foundation-TX-75201/684445500/
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Incident Response Plan
Good morning, I was wondering if any of you have worked on an Incident Response Plan for you organization? If you have would you be willing to share? Thank you!