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Stripe Fees
I was curious if anyone has stripe fees going into a separate fund at your organization versus going back into the fund the donor is making the donation to. If you do, is it your operations fund or did you create a new fund? I'm also curious if other foundations are covering the cost of the stripe fee if the donor doesn't…
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Grants Policy
I posted this earlier as a question but didn't get much traction, so I thought I would post it again as a discussion. One of our projects for this year is to develop a written, comprehensive grant policy. We have various policies in writing and practices that we follow but need to get them in a single document that covers…
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Automatic address correction?
So apparently our student scholarship applicants don't know where they live. Is it a street, a road, a boulevard? And nevermind about pesky capitalization. ZIP code? Oh boy! :) Anyone else with SLM suffer through this and know if Foundant has consider that auto address correct function you see elsewhere on the internet,…
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Searching for Nonprofit Surveys from Community Foundations
Hello, Our Community Foundation is expanding our Nonprofit Capacity Building. We would like to survey our nonprofits to determine: nonprofit size in our community, staff, budgets, role (arts, animal welfare, etc), board demographics/need, facility needs, current funding streams, desired funding streams, nonprofit…
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#TuesdayTip: Creating Discussions / Questions / Polls!
Would you like to add to the conversations and connect with your peers in the community? You can do more than start discussions! Ask a question or create a poll by clicking the drop-down arrow next to the New Post button on the left side of any page! After choosing which you want to post, just pick out your category you…
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Congrats to the December Top 10 Leaders!
Congratulations to @AndreaGerhard, @KatieDecker, @MarcyAllen, @MarkBejcek, @ArtisFreye, @ErinHahn, @GabbyLam, @Kileytatepotts, @PaulTomkins, and @SusieLotreck for being on December's leaderboard in Compass! 🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be entered into a…
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Happy New Year! 🎈
Happy 2025, Compass! 🔆 Next week we will be presenting our 2024 stats alongside new badges for 2025! In the meantime, we would love to know how Compass helps you! Most often, what is the purpose for your visit to the Compass Community?
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Fund admin fees, minimums, and $ to open a fund?
Hi fellow community foundation folks! Would you be willing to share the admin fees for your funds, fund minimums, if you accept pass-thru funds or only endowments, and whether people need $ up front to open a fund? We are reassessing our fee policies and hearing from you would be hugely helpful. Thanks in advance!
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How often do you cut grant checks?
We only cut grant checks twice a month, it has been that way forever.
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Award/Payment Notifications for Grantees
Looking for inputs, workflow and/or templates, on how you might be using GLM to notify your Grantees of a new award or a payment that has been issued. We are a Community Foundation using GLM/SLM and C-suite, and processes over 1,000 grants a year under both unrestricted and Donor Advised. We are looking to fully use the…
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Is there anyone willing to share their Grant Review Committees job description?
Hello - looking to institute an external review committee and wondered if anyone might be willing to share a job description example. Thank you in advance.
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Nice to Meet You!
Hey everyone! My name is Estella Coghlan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after I heard about the strong internship program. I am originally from Mandan, ND, and have a background in the food service industry and office admin. I…
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Newly Hired Client Support Intern
Hey everyone, my name is Kyle Shick and I am the new Client Support Intern here at Foundant Technologies. I became interested in working for Foundant as I was going through my search for different internship opportunities. Foundant really stood out with the role, longevity, and niche that the company operates in. I am…
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November's Top 10 🌟
Congratulations to @AmberWestbrook1, @elizabethschroeder, @MichelleGruhn, @MariannePlath, @MonicaRojas, @KelleyHoagland, @AngelaBreslin, @GregStanley, @RichLucas, and @RichardDudley for being on the November Top 10 Leaderboard! As a token of our appreciation, each of you will be entered into a draw for a special surprise.…
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Emergency scholarship funds
Good morning, Do any of you provide scholarship students with emergency funds (funds for living expenses, emergency school expenses, etc.)? If so, what is your process like? What are the pros and cons of a program like this? Thank you! Robin Cowles Fremont Area Community Foundation, MI
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Fund Segmentation
Hi all, This is a follow up from the AdNet call last week to connect with those who said they used Foundant CSuite and wanted to connect to have further conversation around fund segmentation and stewardship tools within CSuite. I wasn't able to tag everyone, so will send this link within an email. Hopefully others in the…
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Credit Card Services for Managed Funds
For fundholders that fundraise to grow their fund, do you pass on the credit card fees to the fund? If so, how and when do you expense the fee to the fund (a quarterly journal entry, manual admin fee…)?
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Florida Regional Training!
We are excited to announce Foundant is coming to St. Pete Beach, Florirda for a Regional Training November 18-19! Register here to connect with your Foundant peers at our 2-day software training and networking event. We hope to see you there!
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Recording a spendable to Deferred Revenue account
Hi, I'm trying to find a way to record a funds 2024 spendable to another fund as Deferred Revenue. We've been granted XXX dollars from this year to spend on an IT upgrade that will happen in 2025. To keep our budget balanced, I would like to defer the revenue until next year when the expense will take place. Any…
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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…
