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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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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.
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New Grant Hub Pro User
Hi Everyone! I'm new to the community and looking for other members who are using Grant Hub Pro. (Why does this feel eerily like my 1990's Match.com profile post?) My name is Danielle Leek, I'm a consultant working with an incredible non-profit organization in Northwest, IN. First Things First provides programming to…
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New Fund Checklist
We're new to CSuite and coming from an "undocumented" FIMS environment. Wondering if anyone has a New Fund checklist you'd be willing to share...
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Artificial Intelligence - Examples of Grant Agreement contract provisions
Are funders including clauses in their grant agreements regarding grantees use of artificial intelligence in their grant-related work, data collection/analysis, etc.?
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CFGC is hiring a new Senior Director of Marketing & Communications
Please visit this link to apply to this job posting. About the Foundation For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions and their values with purpose, so that they can have a…
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Connecting Donors with Funding Opportunities & Community Needs
We are a state-wide community foundation and are frequently contacted by organizations and municipalities throughout the state who have funding needs and have questions about what opportunities our CF offers. In some cases, our community funds or grant programs can meet these needs, but many times we don't have a program…
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Women in Philanthropy education session
Hi all, We offer a donor/fund holder education series and this fall we'd like to host a session with the topic of Women in Philanthropy. Women often lead the philanthropic direction for their household and traditionally live longer. In this session we'd like to educate and empower our female fundholders in their charitable…
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Who is using Foundant CRM very well
We need help! We are currently in CSuite but has not moved our CRM to Foundant we are still using Raiser's Edge NXT but we are wanting to move over to Foundant CRM quickly. However, we don't know what we don't know. Are there any foundations that is utilizing the CRM very well. How are you utilizing the moves management…
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Best practice for inviting applicants to apply
I am working with a Foundation that is implementing Foundant. Although they will import historical data, that will happen after go-live. Currently, they offer a single stage, invite only application. We've been exploring the options for inviting applicants to apply, and would like to poll other foundations for their best…
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Generating spendables on new endowed funds
Hello, We would love to hear on how what other CFs' policies and procedures are in generating spendables on new endowed funds. If you wait until the next fiscal year to calculate a spendable, what is your process in ‘removing’ that fund in your batch calculations? Thank you! Sally Hermann St. Croix Valley Foundation
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Donor Recognition Policy / Stewardship Strategy examples?
Hello! Here at the South Sask Community Foundation are currently reviewing/revising our donor recognition policy and stewardship strategy. If you have a copy of either you would be willing to share, that would be greatly appreciated! Most curious to know how you segment donors for stewardship: by giving amounts, by type of…
