8 episodes

Hear ideas, advice, and stories from different community foundations across North America about their processes. This show is for community foundation pesonell who want to listen and learn from peers to discover new strategies to maximizing their philanthropic impact. The main topics covered are donor management, and comuunity foundation finance.
Join us for coffee and conversation!

This show is brought to you by Foundant Technologies. More of our educational resources can be found here: https://resources.foundant.com/philanthropy-experience

Unlike a lot of podcasts out there, you can participate yourself by registering for a future coffee talk webinar. To be featured in a future episode, register here: https://communityfoundations.foundant.com/events/

Community Foundation Coffee Talks Foundant Technologies

    • Non-Profit
    • 5.0 • 1 Rating

Hear ideas, advice, and stories from different community foundations across North America about their processes. This show is for community foundation pesonell who want to listen and learn from peers to discover new strategies to maximizing their philanthropic impact. The main topics covered are donor management, and comuunity foundation finance.
Join us for coffee and conversation!

This show is brought to you by Foundant Technologies. More of our educational resources can be found here: https://resources.foundant.com/philanthropy-experience

Unlike a lot of podcasts out there, you can participate yourself by registering for a future coffee talk webinar. To be featured in a future episode, register here: https://communityfoundations.foundant.com/events/

    COVID-19 Recovery Initiatives in Donor Management

    COVID-19 Recovery Initiatives in Donor Management

    During this Donor Engagement Coffee Talk we cover COVID-19 recovery initiatives looking at the rest of 2020. We identify strategies that are working well in our current climate, and ways in which people are learning and improving.
    Questions covered:
    Has your Donor Engagement strategy changed from month 1 to month 4? What’s working, what isn’t?
    What do you deem as your organizations greatest achievement in the current climate? What do you wish you knew before going into this time?
    How are people managing their relationship with their boards? Are their questions/concerns different? What’s your approach?
    Sector by Sector Impact – are you seeing donors more/less interested in different areas? Are they still funding their favorite pet projects or shifted focus to human services?
    What does next step in COVID-19 response look like?
    This forum brings professionals from across the sector together to share experiences and best practices.
    Want to see additional resources? (https://resources.foundant.com/)
    YOU can be heard on a future episode.  (https://communityfoundations.foundant.com/events/)
    Brought to you by Foundant Technologies.

    • 42 min
    Where to go for Additional Accounting Resources

    Where to go for Additional Accounting Resources

    With unique business needs and processes, foundations often have to look outside their own organization for help. Listen to your accounting peers discuss where they go for additional resources.
    Topics:
    Outsourced accounting services and outcomes
    Outsourced CIOs, investment custodians, and local investment managers
    Where to find relevant Continuing Professional Education
    Want to see additional resources? (https://resources.foundant.com/)
    YOU can be heard on a future episode.  (https://communityfoundations.foundant.com/events/)
    Brought to you by Foundant Technologies.

    • 27 min
    COVID-19 Concerns in Donor Management (Session 3)

    COVID-19 Concerns in Donor Management (Session 3)

    This is the third discussion on how donor management has changed in the wake of COVID-19.
    Topics Covered:
    Funding in the future- Has anyone started thinking about the next 16-18 months?
    Donor Fatigue- How to prevent it
    Donor Engagement
    Want to see additional resources? (https://resources.foundant.com/)
    YOU can be heard on a future episode.  (https://communityfoundations.foundant.com/events/)
    Brought to you by Foundant Technologies.

    • 52 min
    COVID-19 Concerns in Day-to-Day Accounting Functions (Session 2)

    COVID-19 Concerns in Day-to-Day Accounting Functions (Session 2)

    How are funders adjusting in day-to-day accounting functions during the COVID-19 crisis?
    In this episode of Community Foundation Coffee Talks, we hear from different funders about how their work has changed and the resources, experiences, and creative solutions that are helping them maximize their impact.
    Topics Covered:
    Managing an Emergency Response Fund if one has been established
    Is your organization granting already, and if so, are you granting individually or to nonprofits? What is your organization doing to respond to current events?
    What kind of budget detail are you asking for in your application?
    Internal control in a remote environment
    Has anybody sought the advice of their auditors or touched base with their auditors?
    Monitoring market conditions
    Making Adjustments for Budgets
    Want to see additional resources? (https://resources.foundant.com/)
    YOU can be heard on a future episode.  (https://communityfoundations.foundant.com/events/)
    Brought to you by Foundant Technologies.

    • 24 min
    COVID-19 Concerns in Donor Management (Session 2)

    COVID-19 Concerns in Donor Management (Session 2)

    Continuing the discussion on how donor management has changed in the wake of COVID-19
    Topics Covered:
    Changes & communication in fundraising
    Changes & communication in granting
    How technology is your best friend
    Want to see additional resources? (https://resources.foundant.com/)
    YOU can be heard on a future episode.  (https://communityfoundations.foundant.com/events/)
    Brought to you by Foundant Technologies.

    • 47 min
    COVID-19 Concerns in Day-to-Day Accounting Functions (Session 1)

    COVID-19 Concerns in Day-to-Day Accounting Functions (Session 1)

    How are funders responding to COVID-19 in their day-to-day accounting functions?
    Topics covered:
    Working Remotely
    ACH Payment Documentation
    Bill Paying Services
    Processing Transactions
    Change In Volume
    Mail
    Electronic payments in the long-term
    Want to see additional resources? (https://resources.foundant.com/)
    YOU can be heard on a future episode.  (https://communityfoundations.foundant.com/events/)
    Brought to you by Foundant Technologies.

    • 31 min

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