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Unused Capacity Grant Funds
Are there other funders out there that always end up with unused Capacity Grant funds? It's an easy $5,000 with a simple request process. Thoughts on why our nonprofits do not want to take advantage of capacity-building dollars? 🤔
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Marketing Scholarships to Non-traditional Students
Our foundation needs help reaching continuing college and nontraditional students to notify them of scholarship and educational loan opportunities available through our foundation. How are other community foundations marketing to prospective scholarship applicants who are not in high school?
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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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As a CF, how do you determine who is eligible to receive your annual unrestricted grant dollars?
Our unrestricted Community Endowment has received its first large estate gift. To this point the grant distribution from the Community Endowment has been very small. We would like to learn more about the process to determine grant recipient(s). Does the community foundation have specific areas of interest when granting…
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Auditor Access
We are starting our audit soon and this is the first year we are fully in Csuite for our audit. I am wondering if any of the other foundations have allowed their auditors access as read only during the audit to look at and verify the information that they are looking for? And if so, what access and permissions were given?…
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How do other Canadian foundations produce a receipt report for their audit and T3010?
Hi, I am trying figure out how to get a report that has our receipt numbers on for our auditors. There are so many fields to pull for a custom report and I have been unable to produce one. We also switched from RE to CS mid-fiscal year.
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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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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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Position Filled
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Anniversary year
Hi all, Next year is our 35th anniversary and we're trying to think of fun and impactful "gifts" to our various constituents - grantees, scholarship recipients, donors, and the broader community. Has anyone done anything like this? Other anniversary ideas you would like to share? We are likely not doing a big event but…
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Let Us Get to Know You link
Hi, We're a new foundation and want to begin communicating with the nonprofit leaders/grant writers throughout our region. Because our website isn't ready, we'd like to use Foundant and a Let Us Get to Know You form to capture contact information. We'd then be able to send emails about our launch and other important…
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Staff on Selection Committees
We are having a conversation about including staff members on our scholarship selection committee to review applications and make recipient selections. Are there other community foundations out there that do this? What are the benefits and challenges? Are there any best practice guidelines about this?
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Donor Handbook
Does anyone have a Donor Handbook or collected materials you could share? This would be specifically for stewardship of new fundholders - something you may provide them that explains fund administration services, policies, fund statement examples, how to fundraise for their fund, an outline/timeline of how/when funds reach…
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EFC to SAI Changes
Hello, Can anyone provide on information transition process from EFC to SAI changes. My organization typically uses EFC chart, as well as institutional aid to determine unmet need. Does somebody have an example or template for estimated conversions for SAI.. They have developed and/or plan to implement? Thank you, Kaylin
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What does programming mean to your CF?
Hello! Our CF is making some strategic plans and have recently decided we were going to do more programming. I have been tasked with figuring out what a "program" is for our organization. In the past we have run a scholarship cycle, grant cycle, and a couple initiatives as our programs. However, we would really like to…
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managing the number of applications per quarter
I am a new grants administrator for a small community foundation. The foundation currently accepts applications quarterly, but the number of applications received varies a lot and some quarters, the Grants Committee (3 board members and the foundation ED) complains that there are too many to review. They would like 15 - 20…
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endowment examples
Would others in the community foundation world be willing to share draft endowment agreement language with me? We are considering opening an endowed fund for a rural hospital foundation. My community foundation wants to review the current draft agreement and is looking for examples to review as part of this process. My…
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Dedicated Data Entry/Database Manager
Hello, I'm researching how other Community Foundations manage keeping CSuite profiles updated, do you have a dedicated team member? We are looking to hire a dedicated person to do all of our data entry/profile updates + pulling reports and lists and managing campaigns etc. I'm wondering the following Do you have a…
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Grants Distributions Forms: How to Set Up for Irregular Distributions?
We're considering using the follow up process to build a form for distribution requests, but distributions vary from grant to grant, and can be very irregular. Has anyone found an especially creative or useful way to make the follow up forms work for grant distributions better than grantees simply emailing the info to us…
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Fund Advisor Content for Portal - Grant Request Header and Footer
Hello, Would anyone mind sharing their content in the Fund Advisor Portal Content -Grant Request Header and Footer? I have an issue with advisors sometimes not seeing their unsubmitted grant requests, due to a lengthy Header. Thank you! Sally Hermann St. Croix Valley Foundation
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Process for changing fund types?
Does anyone have a checklist or process to share regarding internal due diligence and process steps for changing fund types? We have fund holders with Donor Advised Funds who have relinquished their right to advise on the DAF and requested that it be used to support either operations or grantmaking. At that point, it…
