LornaSandberg ✭✭✭

I am not the one who came up with it, nor implemented it, but we just did a Women In Philanthropy event this February. You can read about it here: and the fund is here: Pink/Barbie-inspired theme (which over social media received many compliments, but a few detractors). Panel of 3 who covered areas of giving Time, Talent…

Following - thanks for sharing - Thank View sounds interesting .... we have done videos last year for individual donors, but had trouble sharing with them. For those on the Portal, easy. but for those not on the Portal or not comfy with tech, it was too large to send via email and we had to send a thumb-drive, which they…

Happy howl-idays to you too! Have a safe and joyful holiday season, from my pack to yours! :-)

Available to grant is great!

Hi @KellyScott - we use "grant type" on the fund to describe our own way of capturing grant types, which is different than CFC. We also used "profile types" for a similar purpose, as some of our funds prefer to be captured differently. However, we plan on cleaning up our "profile types" as the list is very lengthy. To be…

Oh! This is SOOOO nice to see on a Monday - thank you!!😁

Thank you for this - really enjoyed being able to take part. As for a future session, I would love to see more info on Grant Catalog, but beyond the mechanics/tech aspects - strategies in its use, how people are using it within their foundations, best practices, tips etc . Some questions I have are how involved do…

I forgot to mention - these are MONTANA HAND MADE caramels - that makes them so extra thoughtful!😘

Hi Jennifer - we have been using Electronic Funds Transfers for grant payments since we locked down in March. Once we process their grant, we send them a grant notification letter thru the GLM and ask them login to the Portal to review a follow up. The follow up we assign them tells them what we need to make the EFT and…

@JennieGeisheimer we love it too! We have both CSuite and the GLM (since 2019) and it seems like we are constantly refining to use them to our best advantage, and adding ideas which, like you said, are reviewed by the Foundant team regularly. During COVID we moved from printed cheques to electronic funds transfer, and used…

Hi @robincowles Yes, our designated funds can grant to more than one organization. We have a deed of gift, signed by the donor and ratified by the board, that specifies to whom and the percentage of funds to be disbursed (or amount, if applicable). Sometimes this is through an estate. Within the deed is also a provision of…

Willow doing a good deed for the day on one of our walks, dropping off a frog at a co-workers "Lily Pad".

Since COVID, we have been using electronic funds transfers as opposed to printed cheques. It depends upon the grantee, but most have been able provide the info we need to process (Organization name and full address, Name and address of their bank as well as: Bank #, Branch # and Account #). This info can be emailed in a…

So true! I've done a couple of Donor Portal orientations by Zoom - it's worked well! For some, it's not their thing, but for others, it is the preferred way.

Absolutely! Virtual training can work well and keeps us up to date with knowledge.

Hi @MeghanWarrick - that's exactly how I feel! I've only been with my organization for a short time, but I work with some incredible folks. Very caring and Wow! A wealth of knowledge an ability😊.

Hello! I'm Donor Services Administrator for the South Saskatchewan Community Foundation in Regina, SK. I hope everyone is doing well. We use CSuite and the GLM. We just started using the Donor Portal and are looking at launching the Grant Catalog. I look forward to being able to connect with everyone on Compass. Thank you…

Our Foundation enters into a grant agreement with the Institution who then handles the scholarship on our behalf through their systems. As part of that agreement, they provide us a letter that indicates who the recipient was and that the scholarship was used, prior to us allowing additional funds to be granted. The…