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foundation-website-template's Introduction

A website template for grantmakers

We built this free website template to help foundations and donor-advised-funds improve their online presence.

If you have a site that was built over three years ago you're in the right place. The template is fully responsive and can be hosted (and maintained) for no cost.

Screenshots

Screenshot

The project has two primary goals:

  1. Simple
  • This template is powerful but can also be used by funders of any size. If you don't have much information to share (yet!), that's ok. The template can grow as your public information grows.

  • Of interest to family foundations, we chose a technology stack that is robust enough to handle a major foundation's traffic, yet is well within reach of the young hacker in your family.

  1. Open
  • This template is 100% open source.

  • For smaller foundations, it's meant to be 100% maintenance free.

Purpose

Our mission at SmarterGiving is to advance the openness of the philanthropic world through accessible technology.

We want to make it as simple as possible to share whatever grantmaking information you're comfortable sharing.

Future

We're actively working on integrating historically popular grant specs like Foundation Center's hGrant while pushing those standards to incorporate the realities of the modern funder.

Getting Started

  1. Create a new repo: Create a new repo within your Github organization account by clicking on the green "New Repository" button. This will be found on your main profile page, e.g. https://github.com/your-org-name.

  2. Name the repo: On the second screen, choose a simple name for the repo. For example, if the foundation name is The Smith Family Charitable Trust, just name the repo smith.

  3. Select settings: Choose public or private. If you're unfamiliar with any of the settings we recommend leaving them as is.

  4. Import the main template: On the next screen, scroll to the bottom of the page and locate the gray "Import code" button. Enter https://github.com/smartergiving/foundation-website-template.git into the box and click the green "Begin import" button.

  5. View the site: Your new site is now live at https://your-org-name.github.io/repo-name, where repo-name is the repo name you chose in Step 2.

Note: The template will not be styled properly until you edit the _config.yml file. See Step 1 in the Usage instructions below.

Usage

For those familiar with Jekyll and Github Pages, the template is fully compatible with the github-pages gem (i.e. does not use any plugins).

  1. Config File: Enter your foundation's information in the appropriate fields in _config.yml. At the very least, be sure to change the baseurl field from foundation-website-template to the name of your repo.

  2. Navigation: If you need to change the left handed navigation links, you'll need to adjust the HTML found in _includes/nav.html. Create new pages in the pages/ directory to match any new links you create. Be sure to use lowercase and hyphens in the filenames if needed (e.g. use our-story.md).

  3. Editing Pages: All website pages are found under the /pages directory except the main home page, which can be edited via the index.html file.

  4. Featured Projects: The featured project cards are found in the _featured-cards/ directory. Images are found in assets/images/featured-cards/. To change an image, simply replace the existing files (e.g. upload a new card3.jpg for the lower left image, but do not change the filename from card3.jpg).

  5. Grants Database: See full instructions below.

  6. Colors: Change the primary accent color by adjusting /assets/css/_sass/skel/_vars.scss (link)

Grants Database

The template contains a built-in grants database inspired by those found on large foundation websites. Just upload your annual lists of grants and the template will handle the rest.

Option A: Default CSV (Recommended)

  1. Upload Location: _data/grants/

  2. File Naming: Each file must represent a single year and be named for that year (e.g. 2016.csv)

  3. Format: CSV format using this template

Option B: Form 990PF

  1. Find your XML-based Form 990PF here

  2. Convert to JSON format here

  3. Name the file for that tax year (e.g. 2014.json)

  4. Upload to _data/grants/

Option C: Custom CSV

  1. Use your existing grants list in CSV format. We recommend validating your CSV file using this free tool. The first row should contain the header names.

  2. Change Setting: Change the default db_table_source_type setting from template to custom. The setting can be found in pages/grantees.html.

  3. Upload Location: _data/grants/

  4. File Naming: Each file must represent a single year and be named for that year (e.g. 2016.csv)

  5. Note: The search function is not yet compatible with custom CSVs

License & Credits

Credits

Design

Grants Database & Jekyll Template

Assets

Other

License

© SmarterGiving under Common Public Attribution License 1.0 (CPAL):

The "human-readable" version of CPAL would read like this:

  • This software is open source and can be freely used, modified, and distributed.

  • This software can be used for commercial purposes.

  • Attribution to the authorship of this software on the site front-end in the form of hyperlink is required.

  • Attribution to the authorship of this software on the site front-end in the form of hyperlink can be waived with permission of the original author.

foundation-website-template's People

Contributors

chadokruse avatar

Stargazers

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Watchers

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foundation-website-template's Issues

Generate from Form 990

Use the newly released, machine-readable Form 990PFs to populate the template.

  • Find a better example XML file
  • DRY up for-loops
  • Simplify usage instructions on README
  • Add RecipientPersonNm to schema as possible field for grantee_name (example)

Can I edit a template?

I attempted to change the template for [a member's] grants data so that it would display year, name, location, program, purpose, and url. When I simply left information out, the header still appeared, so for instance it was showing name, location, amount, and purpose as the headers, with values of $0 under amount and nothing below anything blank. It did not even show the grantor's [programs] at all. I'm going to build all new grants .csv's since [the member] gave me something totally bizarre that doesn't help at all. If those don't work I'm throwing in the towel on trying to make [their] grants data look different than the generic template.


Chad: Edited to remove member's identity

Integrated grants database

  • v1.0
    • CSV-based template
    • Multiple years
    • Docs
  • v2.0
    • Basic search
    • Pull from IRS Form 990PF - alpha/demonstration
    • Misc
      • Empty state UX for years with no search results
      • Improve mobile design experience (limit # of fields shown in tables, etc)
      • Fix number formatting on mobile
    • Bugs
      • Ensure table column widths are consistent across tables
      • Page jumps if no search results - Ensure empty state UX fixes
    • Update open source license
  • v3.0
    • Advanced search & filtering
    • Advanced CSV - pull from any fields defined in header row
  • v4.0
    • IRS Form 990PF - advanced

Someday

  • Foundant / eGrant template

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