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Building Resilience into Year End Fund Development
Hi All, Thanks so much for your enthusiastic engagement in today's Donor Management Coffee Talk focused on building resilience into your year end fund development. We enjoyed hearing all of your experiences and stories, from tackling projects of larger scale than you have before, building off of existing tools in your tool…
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Paperless agreement letters
Hi All! Are any of you using electronic agreement letters? We currently email out our agreement letters and ask the grantee to sign and (snail mail) back a hard copy of the signed agreement letter. We are looking into going electronic to receive the agreement letter- however we award close to 300 grants a quarter and…
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Interview Alternatives
We conduct interviews for a few of our scholarships. We cancelled the interviews for one of our scholarships which would have taken place on April 8th because the award event that follows where the recipient is announced was postponed (and will most likely get cancelled). We conduct interviews for 2 other scholarships in…
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#TuesdayTip: Creative Discussion Titles
Giving your post a creative or intriguing title can encourage more replies! Here are some examples: Be Creative: Before: Replacements for in-person events After: O Romeo, Romeo, wherefore art thou... Zoom password?? Be Dramatic: Before: I really need help with ____. After: SOS! (Someone Offer Suggestions!) Our ____ program…
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Moved: Policy & procedures manual
This discussion has been moved.
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Hello from Montana
Hello everyone! My name is Sarah and I am one of the new Interns here at Foundant Technologies in Bozeman, Montana. I came to Foundant after seeing a job posting on one of my schools internship/employment websites. I'm a Bozeman native and I'm attending Montana State University to study Computer Science. My hobbies include…
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Funder Styles: Alignment towards Impact and Outcomes
Our guide to Funder Styles - Connecting Purpose to Evaluation was created to help our community of funders create alignment and set expectations around measurement and evaluation efforts. In our work with different funders over the years, we've noticed some organizations take a storytelling approach, others track with…
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Donor Engagement In the Year 2020
Thanks to everyone for your engagement during today's Donor Management Coffee Talk focused on Donor Engagement in the Year 2020. We appreciate you sharing your challenges, creative ideas, and successes. Please share additional thoughts regarding future strategy, events, and the DEI conversation here.
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Racial Equity Assessment Tools & Resources
For organizations looking for racial equity research, ideas, assesment tools, and more, there is a lot to be found here: https://www.racialequitytools.org/home
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Preparing for Year-End: Follow-up discussion for 09-17-2020 Coffee Talk
Lets keep the conversation going! How is everyone preparing for the year-end spike in activity in a virtual world?
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Scholarship reviewer anti-bias statement
Good afternoon, Do any of you have an anti- bias statement that require scholarship reviewers to agree to? If so, would you be willing to share the language? We currently have a statement regarding conflict of interest that reviewers sign and agree too, but I need to expand out policies. Thank you! Robin Cowles
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We've had GLM since 2014 and love it!
We've had GLM since 2014 and love it! I appreciate that you are always making updates to make the system better. The Idea Lab is great and appreciate that you listen to your clients' needs.
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Fund Types
Good afternoon, I have a few questions regarding field of interest and designated funds. Do any of you allow a field of interest fund to have more than one field of interest? Example: Smith Field of Interest fund, grants for animal welfare and education. Do any of you allow designated funds to benefit more than one agency?…
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Fund Types
Good afternoon, I have a few questions regarding field of interest and designated funds. Do any of you allow a field of interest fund to have more than one field of interest? Example: Smith Field of Interest fund, grants for animal welfare and education. Do any of you allow designated funds to benefit more than one agency?…
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Foundant consultant role - company is hiring
Hello, our company is looking to onboard a Foundant consultant. The description of the role is below. If interested, please send your resume and a cover email to HR@accesslex.org. Feel free to share. Thank you! AccessLex Institute (the “Company”) is a non-profit member organization underpinned by nearly 200 American Bar…
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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!
