TramKieu ✭✭

We are also in the beginning stages of looking into how to incorporate Demographics by Candid. We started to update our application form and questions in 2021 before this initiative was launched. Mostly to broadly ask if nonprofit partners were measuring demographics of their constituents served and their staff/board. This…

@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…