Monday, February 13, 2012

From Grants Management to Foundation Management


We’ve been hearing this past year that many foundations are looking at their grants management solution to do more than just manage their giving, they want their solution to help them manage more of their foundations overall activities.  We are seeing this shift from the large corporate foundations all the way through the smaller family foundations.  This shift is a result of many things including foundations trying to do more with less, foundation stakeholders wanting to see more results based data, foundations expanding their giving programs to have more of a reach in the communities they serve and giving institutions wanting to connect their giving with their employee engagement. 

Some examples that we’ve seen are foundations that have extended their grants management solution to include grant pipeline management, scenario planning, outcome measurement, workflow, data management, grantee communication, payout planning and portals for either board members or grantees.  Their focus was to give broader access to internal and external stakeholders like board members, financial staff, grantees/applicants and other non-grant related staff.  We’ve seen other foundations take the first step in  moving towards foundation management with providing more of a dashboard type view for their executive staff like we have delivered in an interactive way with the GIFTS Alta and GIFTS Online interactive dashboards, with the advanced SQL reporting or the way Giving Data provides a one-way push of information to their dashboards.

This real time access to information has been great for the casual stakeholders who want to see the grant information at their fingertips but what is that next piece of critical information stakeholders need access to?  Last summer we conducted a survey with all of our users and the number one benefit our respondents cited for using MicroEdge products was having all of your data centralized in one place.  The 2nd and 3rd most cited benefits were reporting and ease of use.  What’s interesting to us is that executives that responded were half as likely to cite reporting as a benefit and 30-40% of all users wanted to see decision making and efficiency improved in the system. 

This means that we need to help our users harness the power of that information in their system so we can help you and your stakeholders make a successful move to a broader view of your foundations giving.

In addition, we are seeing more and more stakeholders interested in viewing their foundation information on a mobile device or remotely on their laptops, so they can have that anytime anywhere access to their real-time data to help them make decisions.  More and more foundation leaders are turning to mobile devices to inform them of their giving.

Foundation Management, things to consider


Mobile Giving

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