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Corporate credit card policy and forms
Hello, Does anyone have a general credit card policy and credit card use agreement they could share? Thank you.
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Join the Final Countdown to 5,000 Members! 🌟
We're on the final stretch to reaching 5,000 members in Compass. We are currently at 4,950 members, and we're offering a special raffle for the next 50 people who join us! Referrals count too! If you bring in team members from your organization, you’ll get an extra chance to win. Just make sure you request the Referral…
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Washington D.C Regional Training
We are excited to announce Foundant is coming to Washington D.C for a Regional Training August 5 & 6! Register here to connect with your Foundant peers at our 2-day software training and networking event. I hope to see you there!
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Your New Intern @ Foundant
Hi everyone! My name is Ben John and I am the new client support intern here at Foundant Technologies. Ben John is my full first name originating from my father's name and his favorite bible verse. I became interested in Foundant after I discovered this company worked in the philanthropic sector by integrating technology I…
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We are excited to announce that Foundant and SmartSimple are merging!
Please read below to see a note from Chris Dahl, CEO of Foundant Technologies: "The decision to merge is rooted in our shared philosophy of prioritizing our clients and teams and our commitment to living our missions, which is reflected in the services and solutions we provide. With a combined 40 years of experience…
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Looking to move from an Annual Grant Cycle to Spring and Fall Cycle
Hello all, Our Foundation currently runs 1 grant cycle per year (4 different Grants), with applications opening in Feb to March. Then April/May are adjudications, decisions etc. and payments are in June. The funding usually targets projects for the summer and remainder of the year, but they can also use the funding up to…
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Capital Campaign Grants
Our CF has typically not considered grant requests from nonprofits for capital campaigns for a couple of reasons, one being lack of unrestricted dollars to make such significant grants. Over the years, our unrestricted pot of grantmaking money has grown and recently we recently considered and awarded a large grant…
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🐾 Pets of Foundant!🐾
We're excited to bring back "Furry Fridays" with the Pets of Foundant - a beloved tradition in our community! Share photos of your pets this upcoming Friday in this new category—cats, dogs, hamsters, etc. - all are welcome! Here is my sleepy kitty, named Penny! Can't wait to see your furry friends again! 📸🐶🐱
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Tips for creating and forecasting a managed funds budget
As we all strive to effectively manage and grow our funds to support our mission and community, I’m interested in learning more about best practices for creating and forecasting a managed funds budget. Specifically, I’d like to hear from you on the following points: Revenue Projections: How do you estimate investment…
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Dedicated Data Entry/Database Manager
Hello, I'm researching how other Community Foundations manage keeping CSuite profiles updated, do you have a dedicated team member? We are looking to hire a dedicated person to do all of our data entry/profile updates + pulling reports and lists and managing campaigns etc. I'm wondering the following Do you have a…
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Annual transfer of Operating Net Income to a Reserve Fund?
Wondering if anyone else has worked out the mechanics behind this kind of a transaction. Essentially we have an 'Operating Reserve' and each year the Net Income (with a few adjustments for fixed asset acquisitions and depreciation) is intended to be rolled into that Operating Reserve. The way we are set up now we have the…
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🎉 July's Top 10: Outstanding Members! 🌟
Congrats to @BelarminoCastellanos, @RachelScott, @hankdrew, @KellyScott, @MicheleBenavidez, @glendatowns, @TracyEads, @CaroleTarrant, @KellyMartinka, and @SamMueller for being on the top 10 leaderboard for July! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to…
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Greetings from Minnesota!
Hi everyone! My name is Callie and I recently joined the Foundant Product team as the Product Owner for GLM & SLM. I have more than 8 years of experience in the scholarship industry supporting non-profits, community foundations, corporations and colleges and universities with their scholarship and emergency grant programs…
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BI & Report Automation Tools
Hello! Our grants teams is looking to enhance our data visualization and reporting. I have begun researching various tools and platforms to analyze and automate some reporting functions. Curious if there are any folks who are actively using any BI or Automated Reporting tools? Perhaps any tie-ins with Foundant and best…
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Navigating Colleges Payments Post Award
Hello everyone, We often get students (or their parents) coming to us to ask what's happening with their scholarships once it has been to sent to a particular school. While I don't mind following up with the school to ensure the funding was received, I often feel like I am being asked to navigate each school's method from…
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Nice to Meet You All!
Excited to join the team! My name is Rachel and I'm joining the Foundant team as a Product Marketing Manager. I went to college at the University of Missouri where I dual-majored in English and Art. Since then, I've worked in product & services marketing and am ready to apply my skills to the philanthropic sector. I…
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Training Materials for executive Level Support Personnel
Greetings! I am working with our power users on materials that we want to develop for training of our executive-level leadership team members whom we want to engage on the key aspects on how to use and even run our donor-driven grant program via Foundant. Do you have any step-by-step materials that are easy to consume and…
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Scholarship Grant Press Release
Do any of your community foundation's do a post-scholarship grant award press release? If so, what kind of information do you share and more importantly does it get published? 😂 Any examples are appreciated!
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Scholarship Thank You
We require the students to write their "thank you to the donors" on the follow-up form when they claim their scholarship. If they received more than one scholarship, they write one thank you. I attach the letter and email it to the donors/fund advisors. I'm curious on how others handle thank you letters. This is our second…
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How does your Foundation assess Final Reports from nonprofit and government agency grantees?
Hello! I am the new Community Investment Officer at the Hamilton Community Foundation. I'm curious how other foundations evaluate Final Reports from nonprofit and government agency grantees? We currently ask for the following: Project Goals and Anticipated Outcomes, Attainment of Goals and Lessons Learned, and Measurement…
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How do you reverse a donation?
We have a donation posted to a Profile which is actually from several Donors. We need to reverse the original donation and post the correct donations. (We have posted a negative donation amount and this works, but we've found you can't edit a negative amount in the Donation record.) How do you post a reversal of a donation?
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🎉 June's Top 10: Outstanding Members! 🌟
Congratulations to @LenoraLaVictoire, @JesikaEllis, @MollyCerroni, @glendatowns, @AlexQuesada, @PhillipTran, @DeniseGonzales, @NikkiHilchey, @SusieLotreck, and @JenniferMeckling for being June's top leaders! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to see…
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Mobile App for staff expenses
This is a rather practical question. Our staff have travel and office expenses paid personally to be reimbursed by our Foundation. Is there a reasonably priced Mobile App that you might suggest to capture and categorize the receipts to make things easier and less time consuming for our staff and bookkeeper?
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Best Practices for using ACHs
Hello, Our foundation is thinking of moving away from checks and utilizing ACHs to make our grant payments. I was wondering how other organizations that are using ACHs get the banking information from the recipients. Thank you for your input. Linda Cleveland
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Hello Everyone!
Hey everyone! I am Arseniy Marshak, one of the new Client Services Interns starting at Foundant. I am from Redmond, WA (though I was born in Moscow, Russia) and currently I am finishing up my 3rd year at Western Washington University as a Business Administration Management Information Systems student. I found out about…
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Unique Workflows with an Advanced GLM license
Follow up thread from GLM/SLM Expert Webinar | Unique Workflows with an Advanced License.
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🌟 May's Magnificent Members: The Top 10! 🎉
Congratulations to @StuartReid, @BroganOBrien, @BelarminoCastellanos, @LisaAPickerman, @SydneyMurrell, @JoleneWillis, @MollyCerroni, @EleniZulia, @GeoffreyOConnell, and @DawnGrundeman for being May's top leaders! As a token of our appreciation, each of you will be entered into a draw for a special surprise. Stay tuned to…
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Hi Everyone!
My name is Keenan Hahn and I am one of the new Client Support Interns here at Foundant. I am from Cheney, WA but now am going into my Junior year of college at The University of Montana. I like to do just about anything outdoors and love to spend time with my friends and family. I am excited to work at Foundant and to meet…
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Recurring ACH donations
Does anyone use Stripe to process recurring ACH donations? Is there a way to link these donations to a promise or pledge?
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Field of Interest Funds
Can anyone share any information they have or sample fund agreements for their Field of Interest funds? We are wanting to fine tune our policies around these types of funds as well as update our fund agreement to align. Thank you in advance.
