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What if your office ends up with COVID-19 cases?
Hi all! I help a couple foundations here in Portland, OR with a small number of staff. As part of our resiliency planning, each staff member is identifying folks that could step into parts of our roles and help our foundation keep funding during the worst case scenario that our office has a COVID-19 related staffing…
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Caramels for comments? You heard right!
A very special limited time badge is here! Check it out! Not sure how many comments you've left so far? Visit your profile page and you'll see the number under your profile picture!
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Multi-fund signature page
I would like to ask if anybody has and/or is drafting fund agreements with a signature page to accommodate when donors would like to establish multiple funds? We recently had a donor that was interested in establishing a scholarship, field of interest (with multiple purposes,) and designated (with multiple purposes.) Thank…
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Hello from southwestern Indiana!
I am the Director of Communications for the Community Foundation Alliance. We just converted our CRM/financial software to Community Suite, and we currently use Foundant for scholarships/grants. Excited to be fully engulfed in all things Foundant!
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Homepage Changes
To accomodate our expanding community, we've recently made a couple changes to our homepage here in Compass! Now, when landing on the homepage at community.foundant.com, you will see two, separate communities. **Make sure you are SIGNED IN to view all the categories and participate in all the discussions to which you have…
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Compass Construction - September 8th
Compass will be undergoing improvements on Tuesday, September 8th, and will not be accessible for the majority of the day. If you have any questions, you may reach me at community@foundant.com. We look forward to showing off our new look next week! Kara Community Manager
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Hello from Alabama . . .
via Indiana, Seattle, Washington, DC, and Knoxville!
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#TuesdayTip: Signatures
Did you know you can set-up a signature that will automatically be added to the end of all of your posts? Just visit your account in the upper right corner, and click Edit Profile. On the left side bar, click Signature Settings. If you haven’t uploaded a profile picture yet, do that while you’re there!
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Phoenixville Community Health Foundation is hiring a Program Officer
The Phoenixville Community Health Foundation (www.pchf1.org) seeks a self-starter to become its Program Officer. The Foundation aims to improve the health and quality of life for people in the greater Phoenixville region by increasing access to quality healthcare services and promoting healthy communities through…
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Adjusting for New (COVID) Scholarship Season
What are your organizations doing to adjust for the upcoming scholarship season? Ours typically "runs" from November 1 through late July. What will you do different because of COVID19? Are you going to shift due dates around? Our deadline was February 15, 2020 which we bumped back a week to account for some non-COVID…
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Board meeting presentation for small annual grants, fundraisers and memberships
I am seeking suggestions on board meeting presentation of hundreds of small annual grants rather than just going down a list. I have now added categories and I am dividing them by time of year paid which helps make the long list visually not as terrible. Does anyone have any other suggestions on how to present the…
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Hi Y'all, from Justin TX
Hi All, My name is Julie and I work for a large health system in their Community Health Improvement Department. I've been a Foundant Admin for our Community Impact Initiative since 2019, so I am still "fakin' it, til I make it!" I work with @BethHarrison and we've had quite the adventure this last 18 months of learning…
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Fees Associated With Hosting Applications
I am the Scholarship and Programs Associate for a Community Foundation in Georgia. Our scholarship portfolio is small. We have funds with their own grant or scholarship process with us only providing a link on our site while others ask us to manage the entire application and selection process for them. As we continue to…
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International Dog Day!
I hear it's international dog day, which seems like a great excuse to share more dog pictures! Let's see those pups! (This is Bella's excited face) 😂
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Kansas
Welcome to the Kansas discussion group!
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Sending Scholarship Funds Electronically
We would like to stop sending some scholarship checks to colleges via the mail. Are any of you electronically sending scholarship funds? Is there an issue with the Student ID or batching checks? We thought we might test the process with a smaller local University vs a state University. Are we biting off more than we can…
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ABFE is Hiring a VP of External Affairs
Courtesy post for ABFE: https://www.abfe.org/about/
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Scholarship Providers Regional Collaboratives
On our coffee talk today, @SarahBattersby mentioned their regional scholarship providers collaborative. Are you interested in creating a scholarship collaborative in your area? Do you have one already? We would love to hear both questions and advice in this discussion thread. I know I can't wait to learn more!
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Emergency Scholarship Funds
On the Coffee Talk today we had some great stories shared about starting and managing emergency funds. One important note is that though these funds are normally taxable income, the current federal recognition of a national state of emergency changes that. If you already offer emergency funding to students, please share…
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Helpful security reminders to keep you and your organization safe!
With many of us working from different locations or with different computer setups than we may be used to, it's important to remember to protect yourself - and your organization - from cyber criminals. Here are some helpful tips: Password Security: You wouldn’t give a stranger the keys to your house, so why make it easy…
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Polling Feature?
Wouldn't it be great if Compass had a tool that we could use to take a quick poll of users? So, for example, I could ask how many users send scholarship payments annually versus by semester. This could help inform our decision-making! So, a quick show of hands: How many would like to see this feature added to Compass?
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Grantwriting Goofs: How NOT to fill out an application
I've started collecting a few gems that I've found in grant reports, applications, and even in responses to emails. I use these examples when presenting to a local university class on grantwriting best practices (eg, what NOT to do). I thought I'd share them. Maybe you might have some other examples to share as well?…
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Assessing Financial Need During a Pandemic
We started a great conversation about Financial Need during this strange time. What questions are you asking students about their financial need? Are these different than your regular questions, if so how? How will use instruct your evaluators differently? Will you be working with donors in advance to discuss the concerns…
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I offer services in philanthropic strategy and administration
I offer consulting services in all aspects of philanthropic strategies and administration. Specifically, I offer administrative services (I use Foundant with all my clients) to full scale docket creation write-ups/analysis and Trustee meeting facilitation. I listen to what you need as a donor and support you to help you…
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Refer a Friend, Earn a Badge!
Earn the Referral Badge by encouraging friends and colleagues to join Compass! Just include the name(s) of the people you invited when you request the badge. This badge is also worth 20 points...one of our most valuable badges! By earning it, and other badges you can climb the Compass leaderboards!
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Systems Thinking: Encouraging Mergers
Today during our webinar on Agile Philanthropy we discussed the idea of Systems Thinking. During this conversation the following conversation was posed. I am curious how other funders are thinking of this of this idea. "In considering systems thinking, especially during the COVID crisis, would it be worthwhile for…
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Financial Due Diligence Forms
Hi all! Asking about financial due diligence best practices that others use? I'm particularly interested if anyone utilizes (and will share) a form to help walk them through assessing an organization's audits and/or financial statements? Anything that identifies particular industry standard metrics to determine financial…
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Wisconsin
Looking for contacts in the Wisconsin area to expand our collaboration efforts! Feel free to email me at andrew.dudley.shannon@dudleyfoundationwausau.org I'd be happy to start a list of contacts and send it to those who are interested! Stay safe y'all! 😁
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General operating support grants
Hi all, We are just starting out with Foundant and at the same time starting to offer operating grants. If you provide general operating support grants based on an application process, would you be willing to share your grant application. Thanks, Sheila
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Hello from Minnesota
Hi, I have been using Foundant for 1 1/2 years now. I work for the State of Minnesota, Department of Human Services in St. Paul, MN. I would love to connect with other users, especially if you work in government. I really appreciate what others chat about in Compass because I always find great resources, ideas and…