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
ACH through Bank of America
Does anyone else issue ACH grants through their Bank of America checking account? We have found that if the grant recipient also has a BoA checking account there are major limitations! For one grantee ACH was not permitted by BoA but we could send a wire for a $30 fee. For another grantee, there was a limit of $25,000…
Tuesday Tip: Earning Points in Compass!
Have you seen posts congratulating the top 10 members of Compass every month? Are you wondering how you can get on the leaderboard? Every month, ten leaders will be entered into a drawing for a little pick-me-up! View the current month's leaders on the "This Month's Leaders" leaderboard in the left sidebar of most Compass…
Adapting to Federal Funding Freezes
Please take a few moments to review this blog article and let us know how Foundant can support meaningful connections and conversations between you and your nonprofit partners.
Top Compass Users in April 🎉
Happy May! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout April 🏆! Let's give a round of applause to: @SusieLotreck, @MeghanBaylor, @mitchellhollberg, @ReidDiRenzo, @MadelynHillis, @glendatowns, @emilyszewczyk, @MikedeHilster, @LaurenRennie, and @heatherjohnson!…
We are excited to announce that GivingData is joining the Foundant+SmartSimple team!
Please read below to see a note from Josh Mallamud, CEO of Foundant, SmartSimple & GivingData: We are excited to share that Foundant and SmartSimple have joined forces with GivingData to expand our portfolio of unique grantmaking software solutions and enhance your peer community of customers. We recognize many of you are…
Teamwork, Training, and a Touch of Seattle Magic!
I would like to extend a heartfelt thank you to everyone who joined us at the Seattle Regional Training! The event was an incredible success, and we are truly grateful to work alongside such dedicated, intelligent, and passionate clients. Our training team was inspired by your engagement, energy, and the meaningful…
Grant due diligence
Hello everyone, We are just getting started and trying to make sure we gather the important details for a grantee before we process a grant. Does anyone have a comprehensive list that they could share? One specific question is do you always need to have a W9?
Best practices for mailing grant checks
Hello everyone, I would love any suggestions for the most professional and streamlined process to mail checks to grantees. I'm looking into options so that we aren't placing physical stamps on checks, etc. Any advice would be greatly appreicated!
CFGC is Hiring a Controller
About Our Organization: For over 60 years, the Community Foundation of Greater Chattanooga has strengthened the community by transforming generosity into lasting change. It exists to connect donors’ passions - their values - with purpose, so that they can have a meaningful impact on the community. The mission of the…
Scholarships are in, now what
I'm looking for best practices or procedure list of how to process scholarships through SLM before sending apps to evaluators/selection committees. Do you review them and abandon ones that clearly don't qualify, etc. and then mark the app complete, etc? Would appreciate your insights or any shared docs of procedures.…
Trending Discussions
Tuesday Tip: Earning Points in Compass!
Have you seen posts congratulating the top 10 members of Compass every month? Are you wondering how you can get on the leaderboard? Every month, ten leaders will be entered into a drawing for a little pick-me-up! View the current month's leaders on the "This Month's Leaders" leaderboard in the left sidebar of most Compass…
Adapting to Federal Funding Freezes
Please take a few moments to review this blog article and let us know how Foundant can support meaningful connections and conversations between you and your nonprofit partners.
Top Compass Users in April 🎉
Happy May! Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout April 🏆! Let's give a round of applause to: @SusieLotreck, @MeghanBaylor, @mitchellhollberg, @ReidDiRenzo, @MadelynHillis, @glendatowns, @emilyszewczyk, @MikedeHilster, @LaurenRennie, and @heatherjohnson!…
ACH through Bank of America
Does anyone else issue ACH grants through their Bank of America checking account? We have found that if the grant recipient also has a BoA checking account there are major limitations! For one grantee ACH was not permitted by BoA but we could send a wire for a $30 fee. For another grantee, there was a limit of $25,000…
Unanswered Questions
ACH through Bank of America
Does anyone else issue ACH grants through their Bank of America checking account? We have found that if the grant recipient also has a BoA checking account there are major limitations! For one grantee ACH was not permitted by BoA but we could send a wire for a $30 fee. For another grantee, there was a limit of $25,000…
How did you fix your NACHA formatting problem?
We’re really hoping to get NACHA working smoothly. While we are able to successfully upload our NACHA files to the bank, there is a formatting issue that’s causing a troublesome delay in the funds being transfered to the recipients. The bank's ACH department is having to manually push the payments through. I understand the…