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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…
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Compass has officially reached 6000 members! 🎉
Thank you to everyone who helped us grow from 5000 to 6000! Your engagement continues to shape this community and keep it thriving. Today we are recognizing the top members who have been especially active since we reached 5000. Your contributions and consistency make a real impact, and we appreciate everything you bring to…
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Data Visualization 101
Are you receiving useful letters of recommendation? Does each letter feel generic and shallow? In this session, we will discuss collecting recommendations that are intentional and useful.
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How to share with team members?
Hi everyone, so excited to have finished setting up my first data visualization dashboard in Foundant GLM! Now I'm ready to share it with some internal team members who are either Admin or Grants Manager users, but when I search for their name in the "Share" function (by clicking on "Dashboard," then "Share") their names…
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Job Posting: Finance and Administration Manager at the Athens County Foundation (Athens, Ohio)
Hello, The Athens County Foundation is hiring a full time Finance and Admin Manager to support the Foundation's work across Athens County. Here's more information about the position: https://www.athensfoundation.org/join-our-team The Athens County Foundation is an incredible organization making a difference in our area of…
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Revisiting previous question re: "Visualizing Nested Lists"
@sydneydetweiler posed a question about visualizing nested lists to the previous set of early adopters. I wanted to revisit it to see if anyone (including our newest group adoptees - Hi friends!) have found a way to do this in the Data Visualization tool?
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#TuesdayTip: New Look on Groups
If you click the "Groups" tab on the top of your Compass page, you will notice there is a new and updated look! Groups has gone through a major update, making them simpler, cleaner, and easier to use. If you are registered for Summit or any other Regional Training, go ahead and take a look. Let us know any feedback in the…
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User Group: November 10, 2026 1:30 pm EST
Registration Link: https://info.foundant.com/2026-11-10GovernmentFundersCommunityGroup_RegistrationLP.html?utm_medium=sales&utm_source=cs&utm_campaign=2026-11-government-funders-community-group Please also add comments with discussion topics too!
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User Group: July 14, 2026 1 pm EST
Registration Link: https://info.foundant.com/2026-07-14GovernmentFundersCommunityGroup_RegistrationLP.html?utm_medium=sales&utm_source=cs&utm_campaign=2026-07-government-funders-community-group Please also add comments with discussion topics too!
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User Group: March 10,2026
Here is the link to the recording and the slides! https://foundant.zoom.us/rec/share/lNQNq-MXBkvbI9dAxXd9BFXcQsGianGVWFW-V7rq_LPrFqDluadi65YjflAFZ9HD.HD3a3hHX18Qs_jQk Passcode: T8U0@i$B
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User Group: March 5, 2026
Here is the presentation and recording of our session! https://foundant-my.sharepoint.com/personal/cbringman_smartsimple_com/_layouts/15/viewer.aspx?sourcedoc=3a1988bd-6ef4-4865-8d3d-0f40f7189f11&referrer=Outlook.Web&referrerScenario=TitleHyperlink-PreRoll.mis.f5a2f922-9e7a-47a0-85d0-a35238e62c1e
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Feedback needed on donation workflow
Hi everyone, I’m looking for feedback on our current donation workflow to see where we might improve efficiency, strengthen internal controls, or streamline steps. We have a part-time gift entry person and another staff member who assists with gift entry. Below is our current process: Current Donation Workflow Mail Opening…
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Metadata refresh timing?
@MariusDereskevicius @SammieHolzwarth, thanks again for scheduling an opportunity for folks to share their Data Visualization successes last month. During the conversation - and apologies if I am not using the correct phrasing - you mentioned that the engineers were working on ensuring the metadata used in the tool was…
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Two Part Issue
I am really excited to use this tool, but I am not confident in the data it's pulling (likely due to something I am doing wrong). Before trying to create graphs, charts, etc. I am attempting to create a simple table of all requests (ie. applications) based on a filtered list of processes. The first problem is: I want to…
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Community Foundation of Greater Chattanooga is hiring a Senior Accountant
To be considered for this position, please submit your resume and a cover letter outlining how your experience and skills match the qualifications of the role. About Our Organization: For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting…
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Custom reports - DAF holder insights
We're looking to pull some custom reports to take a look at how our DAF holders use Foundant. Everything from how often they log in, grants requested, grants sent, donations, etc. Does anyone have a custom report they like that they could recommend to pull in several object fields from the system?
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Government Agencies?
I love getting the opportunity to talk Foundant with anyone but am interested if there are other Government agencies attending. Anyone?
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What were some key things you learned after your first year using GLM/SLM?
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Best Practice/Workflow Questions
This discussion is intended for you to ask questions about best practices and workflows. You can share examples of forms and provide information on how you are handling specific situations
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General Updates
Feel free to share any updates on how you are using GLM/SLM and any insight you would like to share
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February's Top 10 Compass Members!
Happy March! 🌻☀️🐝🌈💰🍀 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout February! Let's give a round of applause to: @PaulaMendes, @SaraNickels, @ShannanStavinoha, @StephanieFox, @JuliaSines, @MonicaRojas, @JennieWhite, @ValoriBerrisford, @sueculli, and…
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New Private Group Created
Welcome! I hope everyone is having a great day. After attending the 2026 FPN conference, it came to my attention that having a channel for FL GLM/SLM users to connect was highly requested. In this group, feel free to ask about how others are handling specific workflows/scenarios, share best practices, and share any updates…
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Request: Webinar to Discuss all item types
I read the Data Visualization Support Article, but there are still SO many items that I am unsure how to use, what they do, and what their potential could be. Is it possible to have a client event where each one is explained and demonstrated, @MariusDereskevicius?
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Consulting
If you are a smaller Foundation and need help with accounting. I can help. If you need help setting up your accounting software or scholarship software. I can help. A little about me. I am in my 28th year at a Community Foundation. I have implemented CSuite for accounting and scholarship. I have been performing accounting…
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New @ Foundant
Hey everyone! My name is Sneha and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after learning about the passion for leveraging technology to maximize philanthropic impact. I am originally from India, and have a background in IT and Supply Chain…
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DIY Fine Tune (GLM/SLM)
Thank you for attending :) Please see the attached PowerPoint below:
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Data Visualization
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CSuite | End of Period
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CSuite | Cash Balancing and Account Transfers
