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Grant management software options for funders 2 10 16
- 1. TNB Roundtable: Grant Management Software Options for Funders February 10, 2016
- 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. 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 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. What we do
- 8. IGAM fields link to our database
- 9. 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
- 10. 10 Go it alone or get help? The benefits of hiring consultants: You get expertise Project management Fresh look at the work Extra hands
- 11. A great starting point
- 12. Online and Installed options
- 19. Slide courtesy of MicroEdge
- 20. GIFTS Analytics & customized dashboard Slide images courtesy of MicroEdge
- 21. Salesforce for Grant Management
- 22. 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:
- 23. Creating your own process
- 24. Videos are available for all options
- 29. Making the process easier
- 30. 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
- 31. 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
- 32. Resources
- 35. Kathleen Malin VP Technology & Operations Management Thanks for attending!