Community Rules
Welcome to Compass: A Foundant Community!
The Compass community has been created as a space for discovering solutions, learning helpful tips and tricks, contributing expertise and exchanging ideas with others in the philanthropic sector.
Here are our Community Rules:
Keep your posts relevant to the forum category.
Solicitation of funding or donations of any sort in public forums, private groups or private messages within this community is prohibited.
Please do not post any private personal information, sensitive organizational information or photos that you wouldn’t want seen by the public.
Do not post hateful or illegal content. Do not post copyrighted material without proper attribution.
SPAM will not be tolerated.
Please be respectful of others and don’t sweat the small stuff.
In short: Be kind, have fun, and let’s help each other enrich the philanthropic community!
Questions? Contact, [email protected]
Recent Discussions
EFC to SAI Changes
Hello, Can anyone provide on information transition process from EFC to SAI changes. My organization typically uses EFC chart, as well as institutional aid to determine unmet need. Does somebody have an example or template for estimated conversions for SAI.. They have developed and/or plan to implement? Thank you, Kaylin
Congrats to the September Top 10!
Congratulations to @JackieLaw, @KathleenPomerantz, @NancySherritt, @rebekahthomas, @MeganDeHoog, @JulieKlipp, @LaurenRennie, @LanceEskelund, @CaitlinCluck, and @FatimaPalermo for being on September's Top 10 Leaderboard!🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be…
What does programming mean to your CF?
Hello! Our CF is making some strategic plans and have recently decided we were going to do more programming. I have been tasked with figuring out what a "program" is for our organization. In the past we have run a scholarship cycle, grant cycle, and a couple initiatives as our programs. However, we would really like to…
Is NSPA membership worth it?
Hi! Is anyone a member of the National Scholarship Providers Association (NSPA) and thinks it is worth it as a scholarship provider? If yes, what would you say are the main benefits? If you were a member and cancelled your membership, why did you cancel? Thank you for any feedback you can provide!
Who is using Foundant in Indiana?
They can't tell us specifically who is using Foundant in Indiana, but I can ask within the Compass Community. I would like to know who is using Foundant in our area so that I can reach out with questions. Thanks
Staff on Selection Committees
We are having a conversation about including staff members on our scholarship selection committee to review applications and make recipient selections. Are there other community foundations out there that do this? What are the benefits and challenges? Are there any best practice guidelines about this?
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…
endowment examples
Would others in the community foundation world be willing to share draft endowment agreement language with me? We are considering opening an endowed fund for a rural hospital foundation. My community foundation wants to review the current draft agreement and is looking for examples to review as part of this process. My…
Scholarship rubric scales for activities, community service, and work
We are working to update our evaluation questions for our selection committees as they review scholarship applications. We are trying to create a scale to measure the quality of students' extra-curricular activities, community service, and work. We want to offer clear guidance to evaluators for why they should give…
Dedicated Data Entry/Database Manager
Hello, I'm researching how other Community Foundations manage keeping CSuite profiles updated, do you have a dedicated team member? We are looking to hire a dedicated person to do all of our data entry/profile updates + pulling reports and lists and managing campaigns etc. I'm wondering the following Do you have a…
Trending Discussions
Congrats to the September Top 10!
Congratulations to @JackieLaw, @KathleenPomerantz, @NancySherritt, @rebekahthomas, @MeganDeHoog, @JulieKlipp, @LaurenRennie, @LanceEskelund, @CaitlinCluck, and @FatimaPalermo for being on September's Top 10 Leaderboard!🏆️🏆️🏆️ As a thank you for your contributions to our Compass community this past month, you will be…
What does programming mean to your CF?
Hello! Our CF is making some strategic plans and have recently decided we were going to do more programming. I have been tasked with figuring out what a "program" is for our organization. In the past we have run a scholarship cycle, grant cycle, and a couple initiatives as our programs. However, we would really like to…
endowment examples
Would others in the community foundation world be willing to share draft endowment agreement language with me? We are considering opening an endowed fund for a rural hospital foundation. My community foundation wants to review the current draft agreement and is looking for examples to review as part of this process. My…
Staff on Selection Committees
We are having a conversation about including staff members on our scholarship selection committee to review applications and make recipient selections. Are there other community foundations out there that do this? What are the benefits and challenges? Are there any best practice guidelines about this?
EFC to SAI Changes
Hello, Can anyone provide on information transition process from EFC to SAI changes. My organization typically uses EFC chart, as well as institutional aid to determine unmet need. Does somebody have an example or template for estimated conversions for SAI.. They have developed and/or plan to implement? Thank you, Kaylin
Is NSPA membership worth it?
Hi! Is anyone a member of the National Scholarship Providers Association (NSPA) and thinks it is worth it as a scholarship provider? If yes, what would you say are the main benefits? If you were a member and cancelled your membership, why did you cancel? Thank you for any feedback you can provide!
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…
Unanswered Questions
EFC to SAI Changes
Hello, Can anyone provide on information transition process from EFC to SAI changes. My organization typically uses EFC chart, as well as institutional aid to determine unmet need. Does somebody have an example or template for estimated conversions for SAI.. They have developed and/or plan to implement? Thank you, Kaylin
Is NSPA membership worth it?
Hi! Is anyone a member of the National Scholarship Providers Association (NSPA) and thinks it is worth it as a scholarship provider? If yes, what would you say are the main benefits? If you were a member and cancelled your membership, why did you cancel? Thank you for any feedback you can provide!
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…
What is the best way to enter stock donations if you do not sell the stock?
We received several shares of different stock from a donor and our investment manager decided not to sell some of the stock. If I enter the information in public securities, I have to then "sell" the stock in CSuite. Should I only enter what was sold and then enter the other portion as "other payment?" This is the first…
Single Third Party Invested Funds
I was wondering if anyone had a policy/handbook available that they use for investment managers who have clients that want have the investment manager continue to invest the funds, but the account becomes a charitable fund with the foundation? I know that there are foundations that have gone down this route successfully…
Positive Pay file for Bank of America
Does anyone use Bank of America Positive Pay and how do you pull the information from CSuite to upload?
Let Us Get to Know You link
Hi, We're a new foundation and want to begin communicating with the nonprofit leaders/grant writers throughout our region. Because our website isn't ready, we'd like to use Foundant and a Let Us Get to Know You form to capture contact information. We'd then be able to send emails about our launch and other important…
Charting Projected Giving/Workflows
Hi Compass, I'm wondering how others are understanding and charting their projected giving. We're currently struggling to understand what our next year looks like in terms of paying out installments, and how heavy our reporting workflows will be because there isn't a straightforward way to track estimated/anticipated…
Restrictions/policies when permitting non-endowed or flow through funds?
We have a policy that an Endowed Fund must be started before we permit a non-endowed or flow-through fund to be established. We are revisiting this, however. I am curious as to whether other Foundations permit non-endowed/flow through funds to be established on their own, and if so, are there policies or terms of reference…