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Product Integration Presentations
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2026 Foundant Summit Attendees | Florida
Hi There - I with an organization in Winter Park, FL (Orlando). Are there any Summit attendees that are from the Central Florida region?
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CSuite Fund Accounting Expert Presentations
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Slides - Hot Off the Press
These are the slides from the presentation
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Your Schedule - Link to login & view in browser
https://cvent.me/nE5aeg Login page to our Summit event schedule Happy Summit everyone! Yay for QR codes and our handy, dandy event app. And also: Just in case it helps you too! - here's the direct link to the login page to view it all on your laptop. (Thank you Sydney and Emily!) Enjoy getting organized on day one, folks…
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Lodging
Hi all! I wasn’t able to book a room at the Hyatt in time, and it looks like they’re fully booked. Is anyone else in the same situation? If so, where are you staying instead (recommendations, proximity to event venue, rates, etc.)? Thanks in advance, appreciate any tips!
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What are you looking forward to most?
Hi All! I'm so excited to be attending Summit 2026. It may be a ways away, but the opportunity to connect with peers in philanthropy is always so great. I am most excited to network with grant/scholarship makers and be with people who "speak my language." I'm also excited to get face time with Foundant staff and hear about…
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Summit Announcements
Hello All! We are working to finalize the agenda! Be sure to keep an eye on these pages for additional information in the coming weeks! We can't wait to see you all soon! https://web.cvent.com/event/00cb5a84-a464-4bfe-9166-99c6150b739e/websitePage%3A645d57e4-75eb-4769-b2c0-f201a0bfc6ce
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Supporting Foundations grants people at Summit?
Hi everyone! I’m Robin with The Columbus Foundation, where I serve as the Grants Manager for supporting foundations. I’m curious if anyone attending the Summit works closely with supporting foundations, or is part of a large, complex organization that manages multiple types of grants through GLM. If that sounds like you,…
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Sightseeing/Tours
Is anyone planning on any evening activities or sightseeing while at the Summit?
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Grant Process Changes
We are a health-conversion foundation, serving parts of West Virginia and Southeast Ohio, that awards about $1 million in grants per year to support health-related projects. We are exploring different models for our grant application process for one of our grant programs, with a focus on how we can reduce the time from the…
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Grants Policy
I posted this earlier as a question but didn't get much traction, so I thought I would post it again as a discussion. One of our projects for this year is to develop a written, comprehensive grant policy. We have various policies in writing and practices that we follow but need to get them in a single document that covers…
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Sign up for sessions now!
Download the Event App or Log In Online Build your agenda, connect with fellow attendees in community discussions, and earn points in our in-app game, all in one place! To get started in the app: Scan the QR code below Enter your name & email address A verification code will be sent to you Sign in and start building your…
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Introduction!
Hey everyone! My name is Abram, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant through my background in the nonprofit sector and philanthropy. I am currently enrolled in the University of Montana’s MBA program and previously worked with the Oregon…
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Back to Foundant! New Project Manager
Hi, everyone! My name is Jenn Bates, and I am a new Project Manager on the CSuite Delivery team. This is my return to Foundant as I was an Implementation Consultant on the GLM/SLM team and a team lead 2 years ago. I'm VERY excited to be back and first discovered Foundant (and its awesome team) as a client, first in SLM as…
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Do you receive an email?
Let me know here!
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Do other organizations have professional liability coverage?
A primary consideration is that we serve in an advisory role to our DAF holders; they often look to us as experts, and the guidance we provide carries perceived authority. Because of that, we’re trying to assess whether this creates exposure that warrants this type of coverage. Thanks in advance for any input you can…
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Handling increased volume and managing workflow more efficiently?
Hello everyone, Like many foundations, we’re seeing a noticeable increase in the number of Letters of Intent (LOIs) submitted each year. As we reviewed our 2025 submissions, we realized that many organizations submitting LOIs did not meet our funding guidelines or criteria, which has resulted in a significant amount of…
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Getting back on track
Does anyone have any specific topics they'd like addressed at the next Chicagoland Foundant Users Group? Monica
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Are you familiar with ALICE?
Now that I'm back from PEAK2026, I have some definite ideas to incorporate. One database I learned about is ALICE. United Way uses it as a needs assessment tool and a roadmap to guide awards. Haven't had the chance to play around with it much, but you can drill down to state and zip code levels. If you're using the data…
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Saving Corporate Colour Theme for all Visualizations
It was easy to add the Corporate Colour theme to one Visualization, how do we set it for our Data Visualization site, so it is set once as the one colour theme to always use?
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CSuite Strategic Advancement Fundamentals Presentations
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CSuite Fund Accounting Fundamentals Presentations
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SLM Expert Presentations
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Troubleshooting 101 - Be Your Own Barksley
Here are the slides for the "Troubleshooting 101 - Be Your Own Barksley" Session.
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Top 10 Compass Members in March!
Happy April! 🐣🌿🌸🕊️💗 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout March! Let's give a round of applause to: @TammyOppel, @MarkBejcek, @JulieAnderson, @ErinHahn, @RobynKeating, @KirkAmaralSnow, @AaronKoontz, @NikkiHilchey, @LauraClark, and @RachelMasilamani!…
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SLM Fundamentals Presentations
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Summit App?
Hello! I'm heading to Summit from the Greater Toledo Community Foundation in Ohio. Has anyone seen information on an app for the conference?
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#TuesdayTip: Notification Management
Every once in awhile, I'll remind you to check-in on your notifications so you don't miss anything important here in Compass! Click on your profile pic in the upper right corner. In the drop down, select "Account & Privacy Settings" Under your photo, select "Notification Preferences." I recommend opting in to receive an…
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Adding Org Name
I am finally trying to build some tools for historical data and the first thing I'm starting with is grant info. I have a table with Grant ID, Amount Awarded, Type, Date, filters, etc. But how do I get the NAME of the organization that received the grant to show up? I'm assuming I have to pull it from another data set but…
