Explore the latest discussions in Compass!
We are currently considering implementing multi-year grants. We need some advice on how best to implement a multi-year grant program and would be curious to hear from other organizations how they made the transition. If anyone has an implementation strategy they could share it would be greatly appreciated. Specifically did…
We're so grateful to have been hosted by the Greater Milwaukee Foundation for our most recent regional training held September 17 & 18. 60 intrepid clients came together for 2 days of learning and networking. The highlight of the training was an introduction to the new Data Visualization tool that will soon be available to…
Hello! As part of our donor stewardship strategy, we use follow-up forms to gather information from awardees. We then use templates to create a summary page that we can share with our donors using the details shared on the follow-ups. However, we have been having issues with the information that the templates pull, so we…
We had a great and lively coffee talk exploring how community foundations do communications planning and implementation. Let's continue the discussion here - especially for everyone who shared plans for their anniversary events! Here is the link to the recording: Thank you to all who participated and joined us and special…
Hi, TCF transitioned to CSuite in September 2020 and is seeing the need for a FT role to focus primarily on CSuite, and help our teams use it to its maximum ability. (We are a staff of 19.) I am proposing that the role be focused on marrying our internal operations to our strategic goals with CSuite as the explicit tool to…
Courtesy post on behalf of Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners in Indiana. CGP has introduced a new set of best practices titled National Standards for Gift Planning Success (NSGPS). We are looking for someone to facilitate strategic work with our board to develop a…
