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Taking sub accounting back in house from investment company
Reaching out to the Community to see if anyone else has recently brought the sub/fund accounting back in-house from an investment company?
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Moved: Third Party Question Groups - Tips, Templates, and More!
This discussion has been moved.
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#TuesdayTip: Bookmarking Conversations
Bookmark a conversation and save it to your Quick Links to return to it later! Simply highlight the star to the right of the original post. Refresh your browser and you'll see "My Bookmarks" in your Quick Links! If you'd like to respond to @LaurelShulman's question shown above, click here!
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Show me your application!
I work for a school and as I am building my scholarship application for the first time, it would be helpful to be able to login as a student to some real-world examples. If you have scholarships, would you kindly share with me? You can delete me as a user at any time. Thanks
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Scholarship Award/Denial Letters - Paper or Digital?
Hello all, Just curious to see how folks handle their award/denial letters for scholarship applicants. Currently, we send paper award and denial letters to every applicant that finishes and submits an application. We also send an email to award recipients with more detailed instructions on how to complete the follow-up to…
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Monday Motivation
Happy Monday! What do you do to motivate yourself to tackle the week? Do you have a routine or mantra that revs you up and keeps you focused? Please share!
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Scholarship Deferrals, Renewals and New Funding in a New Normal
We had great discussions around these three scholarship topics during today’s Coffee Talk. Our own @AlyseBraaten, Manager of Client Services, Grants and Scholarships hosted along with our special guest host @LaurenGrevel , the Education & Youth Initiatives Officer with Grand Haven Area Community Foundation. If you missed…
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Using standardized test scores in evaluating scholarship applicants
We have decided to make standardized test scores optional on our scholarship applications this year since some colleges/universities are not requiring them. Our steering committee just met, and many expressed concern that it is unfair to take scores into consideration for candidates if not all of them provided scores. Has…
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Hiring - Manager, Strategic Partnerships (Health & Wellbeing)
The Marie Lamfrom Charitable Foundation is hiring a Manager for Strategic Partnerships (Health & Wellbeing) here in Wilsonville, OR (greater Portland metro). Learn more at www.marielamfrom.org/careers!
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Hiring - Manager, Strategic Partnerships (Education & Mentorship) - Portland, OR
The Marie Lamfrom Charitable Foundation is hiring a Strategic Partnerships Manager for Education & Mentorship, here in Wilsonville, OR (great Portland Metro). Learn more at www.marielamfrom.org/careers.
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Hiring - Coordinator, Data & Info Systems - Greater Portland Metro
The Marie Lamfrom Charitable Foundation (Wilsonville, OR) is hiring a Data & Info Systems Coordinator to support our growing foundation! This person will manage our use of Foundant and support our behind-the-scenes work in building relationships with great regional nonprofits. See attached description! Application review…
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Welcome to Scholarship Chat! Find introductions and discussions here!
If you have a minute, go ahead and introduce yourself to the group in the discussion below - we'd love to get the networking started! A couple of starting points: Have you ever been to Montana? Are you a dog or a cat person? (Request the Dog Person or Cat Person badge)! Name your favorite Bequet Caramel flavor. (Request…
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Use of Adobe for Document Signing
Does anyone have experience with using Adobe's Document Cloud for grant contract signing? Is there a way to incorporate Document Cloud with documents delivered to grant recipients through Foundant?
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Restricting funds committed to multi-year grant agreements
I am looking for input on restricting funds within a DAF which were committed by the donor advisor to a multi-year grant. The fund currently holds $1.3M invested in our long term horizon and $750k has just been committed to a multi-year grant agreement ($250k/yr for the next 3 yrs). The long-term horizon can fluctuate due…
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Communication Schedule
On the call I heard Arts Memphis mention a communication/promotion schedule for grant programs and grant webinars. Any samples or links to great resources for developing a stronger communication schedule?
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Mountain West
Connect with peers from the Mountain West Region here!
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Hello from Minnesota!
Hi all! I am a new remote team member from rural Minnesota. I am excited to join the Foundant Team as a Client Success Manager! I have a diverse background with a passion for philanthropy. I love spending time outside & traveling with my family! I look forward to getting to know everyone!
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#TuesdayTip: @ @ @
Use the @ when responding to someone, or to bring other Compass members into the conversation. This ensures the person you're mentioning sees they've been included in a discussion. Example: @PeterPfankuch and @HenryLemp are always so helpful when I have questions about GLM, SLM and CSuite! Make sure you also set-up your…
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Gender and Race Questions
This year we are adding - Non-binary and Prefer to self-describe. Are others of you doing this as well? We also are going to ask to identify yourself racially/ethnically with four different choices and open ended - specify. Again are others doing this and having you been doing this for awhile?
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Reporting to your Board
How does your organization report out to your Board? We have done simple info graphs but would like to change it up this year. I look forward to all your suggestions. Thank you
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Guelph Community Foundation - Now Hiring - Full Time Finance Manager
The Guelph Community Foundation is a charitable public foundation whose purpose is to provide leadership in promoting community philanthropy and enhance the quality of life for the citizens of Guelph and surrounding communities. The Foundation pools the charitable gifts of donors into permanent, income-earning endowments.…
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Congratulations February Leaders!
Congrats to our Top 10 Compass contributors in February! You'll all be entered into a random drawing for a surprise pick-me-up. One winner will be selected. Thank you for starting compelling conversations and sharing your expertise with our community! @AudraClodfelter @AlyseBraaten @KristenBrandt @KarenWolf…
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Family Foundation Historical/Impact Reports
Hello! We are considering creating a historical/impact report for the Foundation's 15th anniversary. I've spoken with a couple of people who have created these types of things but would love recommendations on good reports you've seen/created and/or good consultants who specialize in this sort of thing. Our Board Chair…
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How do you define DEI?
The following graphic was shared in a Foundant presentation this week. I really liked how the DEI terminology was presented here, so I thought I'd share it with you!
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New Australia, Canada and USA badges!
Foundant has customers in Australia, Canada and the USA, and now we have badges for you to share your country pride on your Compass profile! You can also click on any badge to see who else has the same badge, and meet people with something in common! Click the Badges link at the top of the page, or the links next to the…
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Determining When Your Foundation is Listed as a Beneficiary
Does anyone have a best practice for identifying when your foundation is listed as a beneficiary for an estate, an IRA account, etc? We ask our donors to let us know, but we have not historically had a great protocol for saving and storing this information and we are not certain we are aware of all of the accounts for…
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Hello from Atlanta!
Hello everyone! My name is Emma Wojack and I am from Oak Park, IL, a suburb of Chicago. I am one of the new team members here at Foundant technologies. I am a sophomore at Georgia Tech in Atlanta and I am a business administration student with a concentration in information technology management! I am on the club swim team…
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Scholarships and off-campus housing
My organization is trying to sort out how to best handle scholarships for off-campus housing (aka paying apartment rent). This has been a request from a few students who have explained that they've received a softball scholarship at their local community college (*with no campus housing*), but the school or coach (I'm not…
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Caramels arrived! Thank you!
What a lovely surprise that arrived today! And they are very very yummy 😋 Thank you ever so much! it's been fun learning from and chatting with everyone. I'm so glad we have Compass!
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Best Practices for Youth Engagement
We are preparing to launch a new program that would invite funding proposals from local youth (12-24 age range). We want to make the process accessible and invite creative approaches for applicants to share their vision and ideas. I'm curious to hear some ideas about the dos and don'ts when it comes to getting teenagers…
