-
On-Demand Forms
Hi! Does anyone have a suggestion/best practice for f/u forms that are needed "on-demand"? For example, so of our grantees have received a lot of media attention recently. That prompted us to develop a form for them to use to notify us when media contact occurs. Right now, i just assign a new one, once they use the current…
-
What COVID changes are you keeping?
I know we all made big changes in the last year because of COVID-19, so I am just wondering are you keeping any of the changes you made because they suit your organization? What changes did your organization make? What methods are you definitely going back to? What are you keeping?
-
Introductions
Hello everyone! My name is Emma Davidson and I am a new member here at Foundant Technologies working as a client services intern. I am pursuing a major in business marketing accompanied by a minor in sustainability from Montana State University. I love to ski, hike, trail run, and hang out with my family and friends. I'm…
-
Canada User Groups
Information for Canadian region User Groups will be posted here, including registration links for upcoming events and recordings of past sessions.
-
Service Fees for Custom Grantmaking for Fund Holders
Is anyone facilitating a custom competitive grantmaking process for fund holders? If so, how are the fees charged to the fund holder and do you have any details about the process?
-
Sharing 990's with reviewers
Hello everyone, I am curious if anyone has tips on the best way to easily share 990's with reviewers. We're looking to easily make that information accessible to reviewers. Thanks, Garrett
-
Updating a Grant Contract
Hi there, I work for a small private foundation in Upstate NY. We are in the early stages of updating our grant contracts so I thought I would reach out to see if anyone has any suggestions about this process: Aside from consulting an attorney, would you recommend any other best practices or resources? Are there any…
-
Does anyone have an example of a Donor Survey or Donor Intake Form that they are willing to share?
We would like to use this to, not only update Donor Profiles, e-mails, phone numbers, etc, but would like to to engage and track donor interests. Thank you. Renee
-
Grant Catalog Marketing, Ideas, Plans for 2021
The Douglas County Community Foundation will be launching a grant catalog for our second year beginning on #GivingTuesday, November 30 - December 31 for only our nonprofit organization fund holders. I am looking for other foundations that have used the grant catalog for campaigns for ideas for marketing and promoting the…
-
Award Fund vs. Scholarship
We have a potential donor who wants to create an Award Fund rather than a Scholarship Fund which looks to have different tax implications. Does anyone use Foundant to process award funds and if so, can you shed some light on how the administration of one might be different than a Scholarship?
-
Introduction
Hello everyone! My name is Zoe Friez and I am starting today as a Client Services Intern for Foundant Technologies! I live in Bozeman most of the time, but I am home in Billings for the summer. I enjoy backpacking, skiing, fly fishing, and writing music. I look forward to working with all of you!
-
Public-facing DEI definitions
Please share your public-facing definitions for the following phrases. Minority-led nonprofit Grassroot organization/collaborative/coalition (a group or organization without a 501c3)
-
Values-Based Grantmaking: Aligning Organizational Values with Grantmaking Practices
Thank you to everyone who joined us today for our Grants Coffee Talk: Values-Based Grantmaking, Aligning Organizational Values with Grantmaking Practices! We are creating this discussion space here to continue the conversation. Please share your own thoughts and examples even if you didn't raise your hand today, we'd love…
-
New to the Foundant Team!
Hello Compass community, My name is Jill Pancerz and am so excited to have just joined the Foundant team this week as an Agile Project Manager! I live in Bozeman, MT and my background is in Project Management and Client Services. I enjoy snowboarding, camping, river sports, and walking my dog. I look forward to working…
-
Grant Due Diligence Policy
Dear colleagues, DCCF is updating our Grant Due Diligence Policy. If your foundation has recently updated it's policy and you do not mind sharing, please respond to this post or email me directly at loritrenholm@dccfoundation.org. Many thanks!
-
New Search Page!
Looking for discussions on a certain topic? Want to see if your colleagues are Compass members? Check out the new-and-improved search page! Simply enter a keyword to search, or don't type anything yet and just click "Go" to access the search page: On the search page, you can now filter by keyword, discussion title, author,…
-
Templates for in memory of / in honor of
Does anyone have a template to share for their "in memory of / in honor of" tributes? Thank you!
-
Congratulations to the April Top 10!
Congratulations @RhondaReichert, @JesikaEllis, @SaraChiabai, @HeidiFindlay, @KristinRaack, @SidneySuttles, @BradMWard, @LoriMartini, @TramKieu and @JosephineMorrison! 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 pick-me-up. The winner…
-
Grant Writer working for two orgs with same email address
Hi there. I'm trying to figure out how to best help one of our grant writers. She is doing contract work for two different organizations (with no conflict of interest). She is registered with Organization A but is also working on a different grant / different grant process for Organization B. I cannot change her…
-
Resilient Philanthropy: #FixtheForm and Application Streamline
We had a fantastic webinar today where @KariAanestad shared the work of #FixtheForm and 100 Forms in 100 Days. After talking through the initiatives, Traci R. Johnson, Program Officer at the Poise Foundation, shared the experience of streamlining their forms and partnering with grantees through Critical Needs Funding…
-
#TuesdayTip: What does it mean when an answer is marked "accepted"?
As you may know, you can do more than just start a new discussion here in Compass! You also have the option to create a poll or ask a question! When a new question is posted, and while it remains unanswered, it will appear in the Unanswered Questions list: You can help your peers by reviewing these questions and replying…
-
Sharing information when working with Fundraisers for Fiscal Sponsorships and Designated Funds
Hello! Can you tell me how your community foundation handles sharing donation information for designated fund holders (e.g. outside giving to funds for designated organizations) and fiscal sponsor fundraising specialists? Do you allow fundraisers and designated beneficiary organizations write thank-you's for gifts made to…
-
DAF policy / can you share your daf policy? Also, do you allow DAF holders to request grant reports?
Hi! we are looking to possibly make some changes in our DAF policy and I am hoping you all could share your DAF policy with us! ☺️ We are especially interested in any policy with regards to the amount of activity in a daf, international grant requests via a US intermediary, DAF holders who request refunds, DAF holders…
-
Critical Needs Grants
Hello! My community foundation is planning to implement a critical needs grant process. We are currently working on creating the parameters around this process and what our definition of a critical need will be. Can anyone share information about your critical needs grant process? Do you have a maximum amount the grantees…
-
General Operating Support Application Examples
Good morning, Our Foundation, the Pallottine Foundation of Huntington, is opening a new initiative that focuses solely on providing general operating support. If anyone has an application specifically designed for general operating support requests and would be willing to share it, we would be so appreciative. Thanks so…
-
Desktop Scanner
Planning to purchase a desktop scanner. Wanting it to auto feed multiple-sized paper and receipts also wanting double sided scans. What brand and model have you found that works the best for your office?
-
Alternatives to final reports
Are you doing typical final reports (asking for outcomes, measurables, future plans etc.) or does your foundation have a different take on it? During the pandemic we created a new rapid response cycle for our grantees which streamlined our grant process. This included making calls instead of using our typical LOI form, we…
-
Annual Reports vs. Community Reports
We're on a calendar year and typically do not have our audit completed until August. Therefore, our Annual Report isn't published until September, but we would like to move the publication to earlier in the year. Is anyone transitioning to publishing a Community Report (instead of calling it an annual report) and not…
-
Hello from a new Foundant Team Member!
Hi all! I'm Mike deHilster, and I'm a new team member here at Foundant Technologies. I'm a Client Success Manager for community foundation clients and I currently live in Southern California. I've worked at non-profits, a private foundation and most recently at a community foundation where I managed grants cycles. I really…
-
Hello from Bozeman, MT
Hi everyone! I'm Rachel Caldwell, a new Client Success Manager - Strategic Advancement with Foundant and am based here in Bozeman, MT. I have a background in nonprofit development, program management, and communications (specifically with conservation NGOs), as well as facilitation and conflict resolution. I'm excited to…
