-
How often do you cut grant checks?
We only cut grant checks twice a month, it has been that way forever.
-
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…
-
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.
-
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…
-
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…
-
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.…
-
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
-
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…
-
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…)?
-
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!
-
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…
-
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…
-
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…
-
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…
-
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.
-
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…
-
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…
-
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!
-
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. 🐱
-
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…
-
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…
-
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…
-
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!
-
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…
-
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…
-
#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…
-
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,…
-
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…
-
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…
-
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…
