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Grant letter for Annual Grants for Donor Designated Funds
Hello, Would anyone be willing to share their letter they use for annual distributions from donor designated funds? Thank you! Sally Hermann St. Croix Valley Foundation
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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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Site Visit
Hello! Our Foundation is implementing site visits. We are considering a couple of different avenues in what the goal is with them, either taking the place of a report that they now complete on our grant portal within the year of receiving funds or a more informational approach, both with the main focus of relationship…
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Receptionist/Administrative Assistant
About the Foundation For almost 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions and their values with purpose, so that they can have a meaningful impact on the community. The mission of the…
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Follow Up Form / Reporting Dates
When you fund a program, how do you determine the due dates for follow ups? I work for a Community Foundation that makes grants four times a year and requests an interim (6 month) report and a final (12 month) report in follow up forms. We made a grant to a nonprofit in June 2022, so their interim report was due December…
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Rate of Return on Fund Statement
Does anyone put the annual rate of return on your fund statements?
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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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Transition To One Scholarship Committee
Hello! We are looking to transition to one committee that reviews all of the scholarship applications. Currently, each scholarship has their own committee. Do you have any tips on how to transition smoothly? How to select the best candidate for the committee? Or how to announce the change to current committee members?
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Help Finding a Web Designer for Donation Landing Page
Hello Compass Community! Crown Point Community Foundation is currently looking to work with a web designer to help format our donation landing page. We have over 300 Funds that we would like to organize in accordion menus with a search option at the top. If you have an example, please send the link to your donation landing…
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Sales Tax on auctions - California
We are a new Foundation. We are located in California, which does not grant exemption to sales tax to non-profits. We have had a couple of auctions and have received some items from local retailers to auction. I am confused about the regulations. How do others report the basis for sales tax on tangible items where the…
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Submitting grants to board for approval
Our board allows staff to approve grants $5,000 or below as long as due diligence has been completed. Our grant committee approves anything above $5,000 via DocuSign. We currently submit an exhaustive list of all grants processed from donor advised funds, designated funds, scholarships, expense to fund, etc., regardless of…
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Benchmarking
We are a community foundation in Central Kentucky looking to establish some benchmarking with similar size foundations. We currently have $30 million in assets in 196 funds. We are particularly looking at this from a growth and staffing standpoint as well as general comparisons. Open to learning and other areas of…
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Must read books for Community Foundation professionals!
I'm building out my 2023 book list and would like to sprinkle in some "must-reads" for community foundation/nonprofit professionals. What are your recommendations?
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Trust-Based Philanthropy
The community foundation I work for is starting research regarding the trust based philanthropy model. I am curious if there are other community foundations out there already engaging in this practice. Can you provide a couple of pros and cons regarding your experience? What has been the biggest challenge?
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Anyone have a good explanation of Outputs vs. Outcomes for grantees?
Hi there, I continue to struggle to get applicants and grantees to submit outcomes rather than outputs in their applications and annual reports. I am looking to provide a guide/detailed description on our Foundation website and was wondering if anyone has a good resource to share that I might use for our website (credit…
