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TramKieu

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TramKieu ✭✭

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TramKieu
Joined
Visits
26
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Roles
Customer
Points
77
Badges
6
Posts
5
Job Title
Grants Manager
Organization
Cooper Foundation
City, State or Province, Country
Lincoln, NE, USA

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Comments

  • @AbbeyCameron this almost fits the description of our foundational review process to a tee. I've found it useful to create a checklist of due diligence items that need to be reviewed to avoid missing any crucial steps (i.e. checking their info on Guidestar for compliance, missing uploaded documents/follow ups, if they have…
  • Thanks @LisaBoxWilliams! We ended up adding more direct language in the follow up forms so that people weren't bypassing protocols. We also ended up creating a FAQ sheet with step by step directions which also really helped with troubleshooting errors.
  • We also looked into using DocuSign and Adobe. After researching and deliberating, we decided to stick to using Foundant's Collaborator feature for grantees to provide e-signatures. We decided to keep the workflow in Foundant as to avoid using another service to add to the various programs/processes we already have. It was…