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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…
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Scholarship Processes Thought Partner Needed!
Greetings, I'm looking to have some scholarship process chat with anyone that is available. I need a thought partner. There are so many different processes involved with administering scholarships and renewals and my brain is fried as I'm trying to think through some more efficient processes! I'd love to talk through/pick…
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Volunteer Evaluators & Student Privacy
Hello everyone - we are looking to update some of our policies for scholarships, and specifically one for our volunteer evaluators that addresses student privacy. Our evaluators access the students applications through SLM, but I do know some of them print the forms out to review. We want to ensure proper destroying of the…
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Texting Service to Reach Students
Hi Compass Community! Our foundation is considering purchasing a text service so that we can better reach our students (our student advisory committee keeps stressing that this is better than email). I’m going to start doing some research on what options we have, but does anyone have recommendations for a texting service?…
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Scholarship funds for wraparound services
Good afternoon, I have a question about some of our affiliate scholarship funds. Have you ever applied variance power to named scholarship funds to provide wraparound services to students? We would like to change these funds since the affiliate has a Promise Zone that will be able to provide 4 years of full tuition…
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Need Based Scholarships for Private School Students
Wondering how other scholarship programs handle the issue of private high school student eligibility for their need-based scholarship opportunities. Currently, out of over 100 locally offered scholarships for graduating high school seniors, none have been created that specifically include private schools. Typically they…
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Temporary Job Opportunity - Part-Time Grants Manager (Mar-Sept)
We are looking for a temporary part-time grants manager to cover during maternity leave of one of our staff. We're open to remote candidates. See job description for more details.
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New to Foundant!
Hello everyone! My name is Ethan and I am an applied math major and varsity swimmer at Wheaton College! I am new to the Foundant team and am really looking forward to working with you! I used to work at a Community Foundation, primarily helping them implement Community Suite, so I hope I can be helpful! I enjoy spending…
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Payroll Service Providers
We are migrating to CSuite from Quickbooks which included payroll processing. Since we will need a different Payroll Service provider going forward, I am wondering if anyone has a recommendation. Our needs are simple at this point with 3 staff (One is salaried, Two are hourly). We do not currently have any paid benefits to…
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What software products are people using to print 1099s for your vendors?
Recommendations?
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Card Testing
Hi All, We've just gone through a major issue with Card Testing. This is where hackers use scripts to verify stolen or generated Credit Card numbers through a donation link. We've had more than 10K of these types of charge attempts. Generally, these donations are at the $1 mark because it flys below most people's radar.…
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#TuesdayTip: Setting up your email notifications!
Welcome new Compass members! Here's a quick how-to for setting up your notification emails if you haven't done so already! On the top right corner of Compass, click your picture/emoji and select Edit Profile On the left side of the Edit Profile page, click Notification Preferences: Opt-in for emails for actions by checking…
