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Fund liaison assignments for donor stewardship
We are developing a "fund liaison" program at our community foundation to more proactively serve our fund holders and make sure they know their "person" at the Foundation and we can provide more personalized, ongoing stewardship. Most of our fund liaisons are in our philanthropic services department and a few from…
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October's Outstanding Members 🌟
Congratulations to @DeirdreMcLoughlin, @KelleyHoagland, @AmandaHicks, @JenniferRandolph, @DwayneWilkins, @LaurelMcKellips, @BrendaChamberlain, @LornaSandberg, @GregStanley, and @ChrisRobbins for being on October Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special…
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Is your Foundation using a Letter of Intent to screen grant applicants? If yes, how?
Hello! I am the new Community Investment Officer at the Hamilton Community Foundation. We are considering using a Letter of Intent in our grant application. Does your Foundation use a Letter of Intent, and if yes, how are you using it? Can anyone provide their question list? Does the Letter of Intent streamline the…
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Coffee Talk: Cybersecurity-Staying Safe Online
During Cybersecurity Awareness month, we discussed how to protect sensitive data and maintain security protocols in a quickly changing environment. We hope you will join this discussion and share what your organization is doing to prevent security threats.
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La Crosse Area Community Foundation Hiring CEO Position
La Crosse Area Community Foundation is seeking a CEO with a passion for leading a dynamic, forward-thinking team and organization. The ideal candidate inspires community action through innovative approaches, strategic partnerships, impactful planning, and the development of social capital. Learn more about the position: La…
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Newly hired Support Consultant
Hey everyone! My name is D'Wayne Wilkins and I am one of the new Support Consultants here at Foundant Technologies. I became interested in working for Foundant when I saw the role posted and always remembered Foundant from past interactions. I am originally from Wilson, NC, and have a background in Agile. I currently live…
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DAF letters to advisors regarding pledges
Hi. We are looking to update our wordage in our letters to our DAF advisors regarding pledges. Specifically, the United Way pledges. Does any have any examples of their letters that they are willing to share? Thank you in advance!
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Furry Friday: 9/27 🐾
Happy Friday! Share your photos of your furry friends below! Here is my cat, Penny, who loves to nap and sun bathe. 🐱
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September's Top 10: Outstanding Members 🏆
Congratulations to @DaltonAntolini, @CandaceKrell, @JenniferRandolph, @AdenCollins, @tessawilliamson, @BradyStotler, @EmilyMcCormick, @MollyCerroni, @laurenlynch, and @KarenLampert for being on September Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay…
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Terms of Reference for development or stewardship board committees?
Hello - our current Community Invesment and Stewardship Committee, a committee of our Board, is reviewing their Terms of Reference. The committee exists to support development and stewardship for our community foundation, but as our staff grows, the Terms of Reference have not kept pace. If you have similar types of…
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Scholarship Applications Following Natural Disaster
The Foundation that I consult with is in Henderson County NC. It's sole mission is to support the public schools in the county. There are so many unknowns right now. I work remotely several states away so one of the things I can do now is to try to figure out how we can support our high seniors. Does anyone have experience…
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Use of Classy for fund-specific fundraising?
Is any other Community Foundation using Classy? We have an affiliate fund that is thinking about using Classy for their specific fundraising (P2P and crowdfunding) and we'd appreciate the opportunity to talk to another CF using it. Thanks!
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software to help with board meetings (agenda, attachments, meeting minutes, etc)
Hi friends! I'd like to hear from anyone using software to help with board meetings. I'm starting to ponder the value of having software like OnBoard, Diligent, etc., that will help produce agendas, manage attachments, help automate the process of taking minutes, follow-up, etc. I'd love to hear your recommendations and…
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Disaster Relief Resources
Hello All! We know the weather events of the past week have been devastating to so many of our clients and their surrounding communities. If you need resources for disaster relief granting checkout our sample application (we can put it directly in your site), the Disaster Philanthropy Playbook, and reach out to our Success…
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#TuesdayTip: Add community@foundant.com to your safe sender list!
Everyday we receive Compass notification bouncebacks from servers that rejected the email because it didn't recognize the email address. That means you're missing out on email notifications from the community letting you know someone mentioned you in a post, you earned a badge, your question was answered, you were invited…
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5000 Members: Celebrating the Top 10! 🥳
Happy Wednesday! 😀 In celebration of 5000 members, today we are recognizing the Top 10 most engaged members that have been accumulating hundreds and hundreds of points since joining Compass. In total, these 10 members have accumulated a whopping 3872 points! 🎉 Thank you so much to @JesikaEllis, @CarolReynolds, @JulieKlipp,…
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5000 Members: Raffle Winners! 🎉
Happy Friday! We’re thrilled to announce the winners of our special raffle for the last 50 members who helped us reach 5,000! A huge thank you to each of you for joining our community! ✨ Winners: @DonnaNeuman with The George Foundation @SaraSchumacher with The Washington Hospital Foundation @CorinneLippie with the Essex…
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Data Governance Policy / Data Management Plan examples?
We are creating a Data Strategy cross-departmental team at our CF to address data governance and management (and eventually broader strategy related to our strategic goals). Is anyone willing to share their data management plans or data governance policies? We would very much appreciate seeing other examples. Attached are…
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SAT Scores for Scholarships
Good Morning, I am curious how many of you require SAT Scores on your applications for scholarships vs do not require it on your application. Last year we had it as optional, but are trying to determine if we should make it required or not. If you have it optional, how do you factor it into the scoring? Does the…
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🌟 Celebration: 5000 Members on Compass 🌟
Compass has officially reached 5000 members! 👏 A special congratulations to @RobertWestgarth for being lucky number 5000! With this accomplishment, we wanted to celebrate the members who have made this possible! There will be a raffle held for the last 50 people to join us, as well as treats for those who have continued to…
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Furry Friday: 9/13
Happy Friday! Meet Ted, the lovable office buddy of SmartSimple's Rachel Verschoyle. Ted loves to wag his way into conversations...and people's hearts! Share photos of your pets below!
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How has your foundation managed database functions / jobs internally?
Hi, TCF transitioned to CSuite in September 2020 and is seeing the need for a FT role to focus primarily on CSuite, and help our teams use it to its maximum ability. (We are a staff of 19.) I am proposing that the role be focused on marrying our internal operations to our strategic goals with CSuite as the explicit tool to…
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Newly Hired Client Support Intern
Hey everyone! My name is Aden Collins and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after I graduated college and heard about it from a friend of mine. It sounded like the perfect opportunity to join an amazing organization! I am originally from…
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Hello from a tiny zoo!
My name is Tessa, and I recently joined the Client Support Intern Team; it's a pleasure to meet you! I’m excited to be part of Foundant and using technology to contribute to solutions that benefit future generations. I am originally from Los Angeles, California and have a plethora of technical expertise with SaaS,…
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New Client Support Intern Introduction
Hi everyone! My name is Brady Stotler. I am a new hire of Foundant Technologies, in that I will be a Client Support Intern. I became interested in working for Foundant Technologies due to the fact that I wanted to learn more about the philanthropic community, and also be able to help out these communities out through the…
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🏆 Achievers in August: Meet the Top 10 🏆
Congratulations to @KarenLampert, @CandaceKrell, @HollieShort, @LauraBidireanu, @JaneBeacom, @BenJohnBernardo, @LenoraLaVictoire, @hankdrew, @TheresaKolasinski, and @RachelScott for being on August Top 10 leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned…
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Coffee Talk: Funding Displacement and Scholarship Awarding Process
Thank you to everyone who joined us today to talk all things scholarships and the awards process! Below are some other resources on scholarship displacement that you can take a look at! Use this space to continue the discussion!
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Consulting Offered for Donation Portal and Giving Hub Set Up
Wow! It’s great that CSuite is updating and changing - but man, it can be overwhelming! If you need some direct guidance on updating to the Donation Portal AKA Giving Hub, I can help! ABOUT ME I have worked in CSuite for over four years. I was in charge of our integration and I'm the “database manager” in charge of keeping…
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CF - legality of paying a scholarship award to a student's student loan
We have a few funds that award scholarships to the contestants in a pageant or rodeo. These recipients may be older and already have earned degrees or are committing to a one-year reign so are not able to attend college the next school year. Do you pay scholarship awards directly to a student loan? As a Community…
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Financial Need vs. Ability to Use a scholarship
Hello, There is much discussion about financial need of a student. We evaluate a student based on a number of input items from the student such as SAI, income, extenuating family circumstances. What I do not see being considered is the ability to use a scholarship. Does anyone determine the amount the student owes - SAI?…
