Explore the latest discussions in Compass!
Hello, Friends! I am the Director of Marketing Communications for Foundant+SmartSimple+GivingData and I'm excited to share a new content series we will publish over the next few months. We started with our "High-Impact Board Development: Strategic Tools for Foundation Governance Excellence" webinar on 8/5. We will continue…
Hello - our current Community Invesment and Stewardship Committee, a committee of our Board, is reviewing their Terms of Reference. The committee exists to support development and stewardship for our community foundation, but as our staff grows, the Terms of Reference have not kept pace. If you have similar types of…
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…
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…
Our auditors are asking us to compile a list of grants made by Board members (via their DAF or Designated Funds) to other non-profits where they sit on the Board. Has anyone done this and if so, how do you go about generating a report out of CSuite? Thanks.
Hello! I want to make a benchmark comparison regarding Board Member/Trustee benefits. Our Foundation currently offers our Trustees $25,000 annual designations to any nonprofit organization of their choice. One of the Trustees has recently asked for an increase, and I'm curious what other Foundations do in terms of…
What strategies do you use to keep your Board connected and engaged with your important philanthropic work? Some questions from today's Coffee Talk to think about: What are your policies and procedures for your Board of Directors and Committees? How do you recruit and bring on new members? How do you structure committees…
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…
For several years, we have asked our grantees to share information about who sits on their board and whether it reflects the community they serve. Our application includes a board diversity grid for them to use, but importantly it is designed for board members to self-identify. We want to avoid the applicant filling out…
Do you agree that "virtual meetings have leveled the playing field—and more board members are showing up to play?" Have you seen your Board improve its efficiency and engagement over the past year?
