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, community@foundant.com
Recent Discussions
Distribution rate from 4% to 6%
Staff at our foundation are recommending that the Board consider increasing our 2026 distribution rate from the traditional 4% to 6%. This recommendation is based on two key factors: stronger-than-anticipated investment returns in 2025 and the expectation that nonprofits in our region will face increased demand and…
October's Top 10 Compass Members!
Happy November! 🍂🍁🦃 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout October! Let's give a round of applause to: @MariusDereskevicius, @AndreaGerhard, @SaraNickels, @JesikaEllis, @SusieLotreck, @DebVaughn, @JackieLaw, @sydneydetweiler, @SydneyMurrell, and…
Best way to handle a bank account that doesn't need balances swaps
We are considering reclassifying one of our bank accounts from a bank account to an investment account in Foundant. This account is not used for daily transactions, and we want to: Exclude it from all balance swap activity – it should not be swept or adjusted during cash management. Maintain a consistent reconciled balance…
Philanthropy Southwest 2025 – Let’s Share What We Learned!
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, I’d love to use this thread as a space to reflect, share, and connect around what we learned. Discussion prompts: What was your biggest takeaway or “aha” moment from the conference? Did you attend any sessions that stood out…
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…
Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)
On today's Coffee Talk @LisaStachula shared about some changes they made in their follow up form to collect photos and more structured thank you messages from their students to create donor packets. She also talked about using a tool called ThankView. I've attached the follow up form here. Feel free to take a look.
Compass FAQs for New Members
As we welcome more and more new members every week, we put together a Compass Frequently Asked Questions list to get started in the Compass Community! 1. What is Compass? Compass is Foundant + SmartSimple's online community for philanthropy. It is your destination for connecting with peers in the field, exchanging best…
September's Top 10 Compass Members!
Happy October! 🎃👻🍁🕸️🦇 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout September! Let's give a round of applause to: @JoleneWillis, @AndrewBusch, @TeriKleckner, @AustinSchroeder, @SaraNickels, @jillfreese, @nicolehorn, @BethHarrison, @BrandyTighe, and…
Nashville Regional Training
We have opened registration for our upcoming Regional Training in Nashville. This is your opportunity to enhance your skills and maximize your solution's features and functionalities right in your backyard. 📅 November 11, 2025 – November 12, 2025 📍 Nashville, Tennessee Register here to connect with your Foundant peers at…
Multiple tribute cards under one tribute object.
We are just moving over to CSuite and I am looking for some suggestions on how to adapt our current tribute card process. We have people donate to a fund in memory/honor of a person and ask that a tribute card be sent to a specific person. A tribute "object" is created in CSuite, with the memory/honor persons name. All…
Trending Discussions
October's Top 10 Compass Members!
Happy November! 🍂🍁🦃 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout October! Let's give a round of applause to: @MariusDereskevicius, @AndreaGerhard, @SaraNickels, @JesikaEllis, @SusieLotreck, @DebVaughn, @JackieLaw, @sydneydetweiler, @SydneyMurrell, and…
Distribution rate from 4% to 6%
Staff at our foundation are recommending that the Board consider increasing our 2026 distribution rate from the traditional 4% to 6%. This recommendation is based on two key factors: stronger-than-anticipated investment returns in 2025 and the expectation that nonprofits in our region will face increased demand and…