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Tracking Bequest types in CS
Hello all, We are tracking our Giving Society donors with an opportunity. One stage is Bequest Notification. Is anyone tracking types of Bequests like real estate, insurance policies etc? I was thinking we could add more stages. Let me know if you are doing this and your thoughts. Thanks for any ideas or input. Mary Ellen
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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Who can submit a grant application?
Do you accept grant applications from applicant organizations that are essentially a one-person incorporated entity (with one individual responsible for all aspects of the grant, including financial management and disbursements)? If so, how do you approach funding decisions in these situations? Do you fund this type of…
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How does your organization break down fund groups, subgroups, divisions, and segments?
Hello! We're currently evaluating how we utilize the organization of fund groups, subgroups, divisions, and segments and would love to hear how other community foundations are using these categories. Currently we use group like fund type - as in endowments, DAFs, fiscal sponsorships, scholarships, and community funds. But…
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“True Multi Year” grants and “Renewals” in GLM and how this flows through to CSuite
We are looking at this presently – and the difference between “True Multi Year” grants and “Renewals” in GLM and how this then flows through to CSuite – with the critical date of the “Grant Date” meaning it then hits the GL… So we had wondered whether you had found a way to create True Multi Year grants in GLM, and then…
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Regional Trainings 2025
Do you have information on other upcoming Regional Training dates & locations for 2025? I know some have been announced, but we're trying to be sure what's ahead is on the calendar for this year and budgeted for so we can plan and staff accordingly around our events and scholarship/grant cycles. Particularly interested in…
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Foundant Events Update: Milwaukee Regional Training Wrap Up and Upcoming Trainings
We're so grateful to have been hosted by the Greater Milwaukee Foundation for our most recent regional training held September 17 & 18. 60 intrepid clients came together for 2 days of learning and networking. The highlight of the training was an introduction to the new Data Visualization tool that will soon be available to…
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Flexible Funding
Good afternoon! The St. Louis Philanthropic Organization (SLPO) awards grants of up to $10,000 to support programs that improve the quality of life for St. Louis City residents, allocating an average of $400,000 annually. SLPO is a relatively modest-sized funder, managed with the support of a part-time consultant.…
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What to watch before first webinar?
I saw a pop up when I logged into Foundant this morning that linked to something to watch before the first webinar tomorrow, but now I can't find it. Could someone share?
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Thank You to Our Amazing Early Adopters!
We want to extend a huge thank you to everyone who joined us for today's fundamentals webinar! Your enthusiasm, thoughtful questions, and engagement made the session truly valuable for everyone involved. We're so grateful to have such a dedicated group of early adopters helping us shape this journey. For Those Who Attended…
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501(c)4 organizations
Good Afternoon, I am running across an issue and I was hoping the community could help me! I recently had a donor wanting to use their funds and when I looked up the organizations they are both 501c4 organizations. I entered the grant and I was able to approve the one organization and make it eligible to receive grants.…
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Session Slides - GLM/SLM - Merge Templates for All Occasions!
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - GLM - Unique Workflows
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - GLM - DIY Fine Tune
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - GLM - Tables & Branching
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - SLM – Building Better Forms
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - SLM (and GLM) – All Things Communication
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - SLM Decisions Workflows
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - Intro to Data Visualization
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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Session Slides - Overview of New Functionality for GLM & SLM
Attached are the slide from this session. Feel free to discuss here and we're happy to answer additional questions!
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August's Top 10 Compass Members!
Happy September! 🏫🍎🍂🌻 A huge congratulations to our Top 10 Compass members for August! Your energy, dedication, and thoughtful engagement kept conversations thriving. We’re grateful for the impact you’ve made! Let’s give it up for: @MariusDereskevicius, @LenoraLaVictoire, @SaraNickels, @MeredithEdwards, @LinaSpaes,…
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Coffee Talk 8/16 - Building Better Evaluation Processes
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Tracking Bequests and Beneficiaries
Hello, I am looking for best practices on how you are tracking bequests. We currently have an Opportunity that indicates they have a planned gift, and the beneficiary is a note. We want to find a better way to report on this. Thanks for any ideas you may have. Mary Ellen
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Dallas Data Visualization Training
Just wrapped up an energizing in-person training on the New Data Visualization Tool with an incredible group of clients! 🎉📊 A huge thank you to everyone who joined, asked thoughtful questions, and brought such great energy to the room. It was a pleasure exploring how to turn complex data into clear, impactful visuals with…
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Applying Donations to Spendable
We are looking into allowing donors for endowed funds to apply some of their donations to the spendable to the fund. Doing this will allow endowed fundholders to be able to grant more beyond their normal spendable. We want to provide donors with more flexibility in their granting. Is anyone currently doing this? How does…
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529 Plans to pay scholarships
Hi! Our Community Foundation is looking into paying scholarships through 529 plans to help avoid aid displacement. Do any other organizations pay scholarships this way? Has it been helpful in reducing aid displacement? Thank you!
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Component Fund Fundraising Events
How does everyone manage Component Funds, specifically those that do not have their own 501(c)(3) status and are advised by donor-advised fund (DAF) advisors who are part of the general public, that want to hold fundraising events (i.e. gala, golf outing)? More specifically, how do you oversee their activities? What…
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Grant Awards for AI Tools and Training?
Hi Everyone, Is anyone currently making grants to support organizations' efforts to purchase and/or implement AI tools to improve their operations, fundraising, etc.? Are these grants driven by the organizations? For example, are nonprofits indicating this is a need they have and they're submitting capacity-building…
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Connect NY
Thank you to everyone who attended and participated in Connect NY on August 14, and a special thanks to our gracious hosts, Dwayne and the William T. Grant Foundation. Attached you’ll find the SmartSimple presentation. We’ll also be compiling the survey results and sharing a summary of the feedback with you soon.
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GLM/SLM Slide Deck
Hello Everyone! It was great to see so many of you and rollout the New Data Visualization Tool yesterday to you all. Below are the slides from my presentations. We hope you are able to get some time back in the office to validate your data and make sure everything looks good. Please feel free to email Success@foundant.com…
