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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?…
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How to gather updates on awardees for donor stewardship
Hello! As part of our donor stewardship strategy, we use follow-up forms to gather information from awardees. We then use templates to create a summary page that we can share with our donors using the details shared on the follow-ups. However, we have been having issues with the information that the templates pull, so we…
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Loan Software
As our loans become more robust, we are looking for loan software that is more sophisticated. We'd like the software to create an amortization schedule for us and process the payments. What loan software are other community foundations using? Please share your recommendations.☺️
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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…
