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Women in Philanthropy education session
Hi all, We offer a donor/fund holder education series and this fall we'd like to host a session with the topic of Women in Philanthropy. Women often lead the philanthropic direction for their household and traditionally live longer. In this session we'd like to educate and empower our female fundholders in their charitable…
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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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Generating spendables on new endowed funds
Hello, We would love to hear on how what other CFs' policies and procedures are in generating spendables on new endowed funds. If you wait until the next fiscal year to calculate a spendable, what is your process in ‘removing’ that fund in your batch calculations? Thank you! Sally Hermann St. Croix Valley Foundation
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All things Trust Based Philanthropy Discussion
Big thank you to all of those that joined me and @RikkaHoliday for our Coffee Talk this morning about Trust-Based Philanthropy. Bringing the conversation here to hopefully keep things going! Below are the resources shared on our talk. Feel free to use this thread or start a new thread with any of your lingering questions…
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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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District Wide Common Scholarship Application Software
Hello! Has anyone successfully partnered with other scholarship providers in their area to put application processes from different organizations onto the same software? The vision is a scholarship software solution for the entire school district so there is just one place that students go to fill out scholarship…
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Reverse Scholarship Program
Good morning, If you are running a reverse scholarship program, I have questions for you! Are you storing applicants social security numbers in SLM? Have you converted any existing scholarship funds to fund a reverse scholarship? Thank you,
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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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Finance and Office Administrator Position-- Hiring PT
Job Posting – Finance & Office Administrator, The County Foundation The County Foundation is one of 201 community foundations across Canada, offering collaborative leadership and funding to support initiatives that benefit our community. Our ongoing work as an asset-builder and grant-maker provides a strategic perspective…
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Looking for a general "intake form".
Can anyone share a link to or attach a general "intake form" that your foundation uses for an initial call or email about starting a scholarship or new fund.
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We’re hiring! Donor Services Officer for our growing community foundation
The Hamilton Community Foundation in Hamilton, OH is growing and in need of a full time Donor Services Officer to help us with new and existing donors. The Hamilton Community Foundation is the oldest and largest community foundation in Butler County, OH. We are looking for an engaging, and professional individual to join…
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Would anyone be willing to share an example of their process summary?
Hi, we are a family foundation in CT and I am in the process of working on our grant application in the GLM. We do not accept unsolicited proposals. However, any example of a process summary would be useful; just to get me started :) TIA!
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Program Scholarships
We have a new scholarship opening that is funded by several smaller scholarships. Students will apply to the one "master" scholarship and the financial awards will come from the individual funds. Wondering if anyone has had this situation and figured out how to simplify/streamline the award process in SLM and CSuite. Thank…
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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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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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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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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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Community Suite Consultant 'Guru'
Hello everyone, 😀 I want to introduce myself and let you know that I am providing community foundations and non-profits with Community Suite consulting. I worked at Foundant from 2016 to 2023 and implemented over 125 clients during my time at the company. My implementation experience ranges from start-up foundations to…
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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…
