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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…
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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…
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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?
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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…
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Canada User Groups
Information for Canadian region User Groups will be posted here, including registration links for upcoming events and recordings of past sessions.
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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?
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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
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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…
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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
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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…
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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?
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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!