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Virtual Site Visits
Hi! I'm new to Foundant and new to the funder side of the non-profit world. I work for several foundations which fund around the country/globe and which have board members scattered about. We are investigating doing virtual site visits. Does anyone have experience with Virtual Site Visits? What worked? What didn't? Any…
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Leveraging Donation Portal to Support Fundraising Efforts
Outside of COVID19 disaster relief funds, we've never really leveraged the customization of the donation portal through CSuite/Stripe to highlight other funds and their work. As we are looking to grow our development team and the ways in which we support donors and fund holders interested in fundraising, I've wondered…
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Community Indicator Reports
Hi all! I received lots of good help and feedback on my last post, so I thought I'd post again. We are looking in to conducting a community indicator report/needs assessment for our region. I know a lot of other foundations have engaged in this area, so I would love to hear any thoughts on best practices! Any information…
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Scholarship Agreement
Hello all, we are new to Foundant this year with our scholarships and I am wondering if anyone has a copy of their scholarship agreement or terms and conditions they are willing to share that they use on the follow-ups? Thank you kindly.
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Small Business Grant Application
Hello! I am new to the world of writing applications and I am looking for some examples of grant applications other organizations may have used. Our applicants will be small business owners requesting funds. Any of your own examples would be very helpful. Thank you!
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Requesting a Copy of Board Lists
I'm looking for some best practices on requesting a copy of an organization's Board list. Currently we just ask them to upload a copy of their current list with their application. We'd like to ask for more specific information about each Board member, such as their background and expertise, but want to make sure we ask in…
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Young Professionals Giving Group
I am curious if any other Foundations are doing a young professionals giving group or similar group? If so, I would love to hear more about best practices, guidelines, and giving levels! Thanks, Eliana
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Gifts of Grain
When selling the gift of grain, how do you record the expenses from the grain elevator for selling the grain. Is there a specific expense account people use? I have been trying Miscellaneous in the Test site, but really don't like seeing it as a "Miscellaneous Expense" on the Fund Statement. Does anyone have a better…
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Compliance / Monitoring Program for a Grant Program
Hi everyone – my first post! I am excited to be part of this community. I am looking to better understand best practices around the governance of grant programs, specifically around how you monitor for any potential conflicts between your reviewers and the applications you assign to them to review. Do you have any P&P's…
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Frustration - why won't students complete follow-ups?
So frustrating - we have this lovely software, we have their email addresses, they have been told they are expected to complete a follow up form at the end of each semester!!!!!! Why is it so hard. I could get the big stick and refuse to pay for their next semester but that seems excessive. Do we need to add a "texting"…
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Independent Grantee Survey Providers
Hi! I work for a 3M family foundation in Boston, MA. We are looking to conduct an independent survey of grantees to get feedback on our grantmaking and process. We are aware of CEP but wanted to know if there are other providers doing this work. We are considering CEP so would like to hear references and testimonials about…
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Follow-up asking for transcript and financials
We send a follow-up at the end of each semester asking for transcripts and financials before we send out subsequent scholarship payments. After you make the final payment, do you still ask for financials and transcripts at the end of that semester? I was wondering what the point would be because the money is already spent…
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Newsletter New Look (and best practices)
New year, new look - share your thoughts on our redesigned newsletters! Does your organization send out a newsletter? Share your best practices!
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For those of you that offer grants to the public, how do you get the word out?
I am curious about a few things: What is the most popular way of marketing grant opportunities? Do you find that some methods work better than others? What are some more creative / out-of-the-box methods of marketing your grants?
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What documentation are recipients asked to provide to verify enrollment & pay scholarships?
My organization currently requests scholarship recipients to submit their school bill and class schedule in order to verify enrollment and proceed to paying out scholarship awards. However, we have noticed students are often waiting on schools for a long time to get this information. This often leads to very short…
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Program Officer vs Senior Program Officer?
I am curious how other foundations delineate the job responsibilities between Program Officers and Senior Program Officers? If you have any examples of job descriptions that would be helpful as well. Thank you!
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Grant Budget Guidelines
Hello: I'm looking for best practices regarding budget guidelines. Our major grant allows for the PI to charge 10% of their salary and they have to commit 20% of their time to the project. They can charge 100% of their benefits to the project. Also, we allow other team members working on the project to charge 100% of their…
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Identifying Volunteer Stewards
We would like to identify our Volunteer Stewards in CSuite and wonder how others might be doing this. We don't want to make them Foundant users. Currently I have them set up in the Relationship tab with a Relationship Type of 'Volunteer Steward'. With the addition of Custom Fields I'm wondering if there is a more efficient…
