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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…
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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…
