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Fund Holder Identification
We received an email from a gentleman interested in opening a DAF. We do not recognize the name and he said he would call but he is traveling overseas. We have been communicating via email and he is very interested in starting a fund. I am a little nervous because all of the identity theft and so forth going around these…
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Scholarships are in, now what
I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures.…
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Payment Options
For donors, does anyone have payment options other than credit card or cryptocurrency on their website? I'm thinking e-check, quick checkouts, google/apple pay, venmo, etc for mobile options. If you do have these other options, can a donor who creates an account save their payment information for quick check out in future…
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Note keeping across staff
Hi - I searched but couldn't find this thread already. We have several staff out in the community having conversations with orgs, performing site visits, etc and want to establish a good way of sharing that information across the team. How do other CFs track notes and takeaways from meetings with nonprofit orgs and other…
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Merged fields in TY letters
Hi! We are retooling our TY letters for the new year. We currently used merged fields such as name, address, donation amount, fund name, date, check #, etc. We would love to be able to merge the fund purpose (current CSuite field) into the TY letter as well. Is that a possibility? Any tips greatly appreciated. Thank you…
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Donations via Donor Portal
Do you ask permission from your fund creators if they want their fund 'promoted' in order to receive donations to the fund, or do you automatically make that an option for all funds?
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Successor advisor form
Does anyone have a successor fund advisor form that they could share? This would be a form that a fundholder would complete to make clear their wishes should they pass away. And what is your process for collecting them?
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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…
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Advice for using & implementing Nonprofit Directory
Hello colleagues and happy new year! We will be implementing the Nonprofit Directory later this year and would welcome any advice, suggestions, or lessons learned from those of you using it. A specific question I have is this: Do you have a maximum time length (i.e. 90 days, 6 months, etc.) you keep funding…
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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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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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Writable PDF of Grant Application
We've had a few grant applicants requesting a writable pdf of our grant applications. They prefer answering grant questions in a separate document and save before copying and pasting answers into the actual application. GLM has a "questions list" that can be downloaded/printed and the apply page has a preview of our…