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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!
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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)
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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…
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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…
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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!
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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,…
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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!
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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…
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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…
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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…
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#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…
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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…
