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Credit Card/Expense Reporting
We are currently evaluation credit card companies with the hope of making the process of recording expenses more efficient. We're looking for a company that has an app which cardholders can use to snap a picture of their receipt and code the expense from their phones, at the time of purchase. Does anyone have any…
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GPA Requirement
Hi everyone! Many of the scholarships we offer have a GPA requirement, so we ask for GPA in the general application phase. Traditionally, we have asked for an unweighted GPA since that is the most consistent across schools. However, this year we had applicants from a school that does not provide an unweighted GPA to…
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Trust Based Grant Agreement Language - care to share a sample?
Hey everyone, With a new year comes fresh perspective (and new questions)! I'm looking for a handful of grant agreements from family foundations that could help us potentially reframe the "Grant Terms" section of our agreement. Bonus would be trust-based agreements, but all types would be helpful. I'm curious to see what…
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Restrictions/policies when permitting non-endowed or flow through funds?
We have a policy that an Endowed Fund must be started before we permit a non-endowed or flow-through fund to be established. We are revisiting this, however. I am curious as to whether other Foundations permit non-endowed/flow through funds to be established on their own, and if so, are there policies or terms of reference…
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Scoring Preferences
Hi everyone! We are doing an audit of all of our scholarships and one question that has come up is what the best practice for scoring preference criteria is. For example, some of our scholarships have a preference for those with financial need or a preference for those that live in a certain area. Currently, we score these…
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Demographic questions in scholarship application?
Hi everyone, Do you ask demographic questions as part of your scholarship application? We have not included a demographic section, but starting next year, we plan to add optional questions at the beginning of the application to better understand who is applying and receiving our scholarships. Initially, I planned to use…
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Help Finding a Web Designer for Donation Landing Page
Hello Compass Community! Crown Point Community Foundation is currently looking to work with a web designer to help format our donation landing page. We have over 300 Funds that we would like to organize in accordion menus with a search option at the top. If you have an example, please send the link to your donation landing…
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Grants to Government Entities
Hi all, Due to the nature of our grantmaking, we often end up granting to military installations, national parks, public schools, etc. I've been struggling with how to manage these entries in Foundant when every organization is essentially filtered by their EIN. We have a ton of applicants who, rightfully, end up entering…
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Scholarships to a for-profit school
Hi everyone, We have an org fund that is the "friends of," or fundraising arm of a for-profit school. The "Friends of" Fund wants to distribute scholarships to the for-profit school to eligible students. Do any of you manage anything similar to this scenario? Thanks for any insight! Lori Sellers Trenholm Director of…
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Best Practice for Donor Record Retention in CRM Software
I am wondering if anyone has best practices for how long you keep an inactive donor's record in a database? We keep all donation history in our accounting system but our CRM (DonorPerfect) charges based on number of profiles, so we have been culling some small batches of donor records to stay within the current bracket for…
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Submitting grants to board for approval
Our board allows staff to approve grants $5,000 or below as long as due diligence has been completed. Our grant committee approves anything above $5,000 via DocuSign. We currently submit an exhaustive list of all grants processed from donor advised funds, designated funds, scholarships, expense to fund, etc., regardless of…
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RFP for Senior Programs/Projects
Hi all, We are planning to open a call for proposals from local nonprofits to support programs/projects focused on seniors specifically. We want to keep the initial RFP flexible and do not want to add many requirements on the type of program it should be however we are thinking we should avoid funding any programs that…
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Trust-Based Philanthropy
The community foundation I work for is starting research regarding the trust based philanthropy model. I am curious if there are other community foundations out there already engaging in this practice. Can you provide a couple of pros and cons regarding your experience? What has been the biggest challenge?
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Does anyone have experience with non-competitive grant models?
Hello everyone! As grant makers and funders, I'm sure we've all had our moments of wishing that we could fund all of the amazing projects that we have the privilege of reviewing. One of my Board Members recently expressed frustration with the number of applicants we have to turn away due to lack of funds, and posed the…
