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Grant management software options for funders 2 10 16

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Author: Kathleen Malin, VP of Technology and Operations, Rhode Island Foundation

Event: Tech Networks of Boston Roundtable session on grant management software options for funders

Date: February 10, 2016

Veröffentlicht in: Technologie
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Grant management software options for funders 2 10 16

  1. 1. TNB Roundtable: Grant Management Software Options for Funders February 10, 2016
  2. 2. About… •Founded in 1916 •One of the oldest and largest community foundations •Largest funders of nonprofits in the state of Rhode Island •State’s only community foundation •$41.5 million in grants to over 1,400 nonprofits •Raised $43 million in 2015 •At the end of 2015, total assets stood at more than $790 million.
  3. 3. About… Kathleen Malin is responsible for all aspects of technology, operations, and facilities at the Rhode Island Foundation. Her department manages all grants processing for the Foundation. Prior to joining the Foundation in 2006, Kathleen worked as a network administrator and technology director at public and private schools in Rhode Island and New York and has taught technology for over 20 years.
  4. 4. 4 The Grant Process • Consider cost and convenience • Do you need software? Can you use Excel or Google Docs? • Wide range of software options for small and medium organizations • Some processes including international grants require increased security • Look for a system that give you transparency, automated workflows, and easy internal tracking Applications Review Granting Outcomes
  5. 5. What we do
  6. 6. IGAM Application
  7. 7. IGAM fields link to our database
  8. 8. Grants Management Requirements Grant processing ● How many applications, grants, and requirements like attaching videos ● Ease of use for staff, applicants, and reviewers, ● Integration with your other software platforms like CRMs ● Mobile friendly ● Cost vs. convenience ● Cloud vs. installed software ● Security ● Branding ● Email confirmations, letter creation tools ● Is budgeting needed? ● Support for your 990s ● Grantee interim and final reports ● Do you need a qualifying round? ● Tracking grants by business units
  9. 9. 10 Go it alone or get help? The benefits of hiring consultants: You get expertise Project management Fresh look at the work Extra hands
  10. 10. A great starting point
  11. 11. Online and Installed options
  12. 12. Customizing a product
  13. 13. Slide courtesy of MicroEdge
  14. 14. GIFTS Analytics & customized dashboard Slide images courtesy of MicroEdge
  15. 15. Salesforce for Grant Management
  16. 16. 22 Customize yourself or use an app? The benefits of creating your own product: You have full control It’s easier to change platforms Can be less expensive and have more functionality Less need for in-house expertise The benefits of using an app:
  17. 17. Creating your own process
  18. 18. Videos are available for all options
  19. 19. Salesforce App Exchange
  20. 20. Making the process easier
  21. 21. It’s about project management • Develop clear objective and measures of progress • Map activities necessary to achieve objectives • Identify the resources needed • Define responsibilities • Evaluate progress against objectives • Learn from evaluation • Communicate and provide evidence of achievements
  22. 22. 31 Keep your improvements… …and your money Customization costs money, prioritize your wish list, know who does what with your data Frequently look at all data fields to ensure consistency Create an online users guide Make sure to include the cost of training, and updating
  23. 23. Resources
  24. 24. Kathleen Malin VP Technology & Operations Management Thanks for attending!