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Do any of our peer community foundations grant scholarships internationally? If so...
What should we be aware of when establishing a scholarship for international students/universities? Note: This would be an employer scholarship for dependents of international employees. What IRS guidelines are you using to govern your work? Are there particular nuances with the application, selection, or grant process for…
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Expenditure and Check Approval/Signature
Our CF is in the process of updating/reviewing our internal processes and procedures regarding check signing approval/signature for both operational (AP) expenditures as well as grant/scholarship checks. We are a CF with assets of around $200m, total FT staff of 20 and a Finance department of 4 FT staff (CFO, Dir of…
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Gender versus Pronouns??
Good afternoon!! I am new to the Foundant/Compass Community, and am looking forward to getting some great feedback!! Reviewing our scholarship application and wondering if everyone is using the term Gender on their applications or using Pronouns instead? What is best practice? Thank you so much! Kasey
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COI Tracking in Csuite
Hello- We are wondering if anyone uses CSuite to track conflict of interest for boards and committee. We have been looking at using the Org Roles to identify conflicts AND easily export that information for meetings and 990 prep. Example: a profile would be connected to ABC Organization with the role type "COI- Board…
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GIFTVII Matching Gift procedures for CSuite
This topic came up in a Foundant meet-up discussion yesterday. If anyone has any procedures for how they processed the match in CSuite for GIFT 7 that might be useful for people to utilize for GIFT 8, please share! I have procedures I can share once I'm able to review and clean them up a bit.
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Going Paperless for All Grants
I know this topic was raised at the height of the pandemic but I'm wondering if any other foundations have gone to a paperless grants process. We shifted to paperless for all of our competitive grants processes we manage through GLM but I am wondering about how others are handling their non-competitive grant requests from…
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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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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…
