Strategic Technology Services for Foundations

Private, community, and family foundations seeking strategic technology support to improve grantmaking processes, evaluation reporting, and data use.

Foundations operate at a critical intersection of fiduciary responsibility and mission driven impact. Whether you manage a small family fund or a large community endowment, your technology must support strict governance while enabling maximum social good. Defining a clear tech strategy for philanthropic foundations requires understanding this complex balance.

We recognize that technology for grantmaking foundations must handle the specific challenges of managing different fund types, maintaining donor intent, and administering complex multi-year grants. We provide nonprofit tech consulting for foundations that focuses on alignment, ensuring your technology structure reflects your distinct granting model.

Modern grantmaking demands rigorous measurement and the ability to demonstrate impact beyond simple dollars allocated. We help you transform raw data into knowledge that informs your funding decisions.

We assist in deploying Data Platforms that unify information from the grant cycle and enable sophisticated Monitoring, Evaluation, and Learning (MEL) practices. We help create data dashboards for grantmakers that visualize impact, often incorporating GIS mapping tools to understand geographic distribution and need. Reliable grant reporting tools ensure your organization can communicate impact with confidence and clarity.

We understand the evolving needs of the philanthropic sector, including the potential opportunities presented by new technology. We help foundations responsibly explore tools like AI. We look at how using AI tools can improve efficiency in areas like initial application screening, but we remain highly attentive to the change implications on program officer teams. We can also explore how AI can assist in grant review and scoring or identifying potential supporters or donors for community foundations.

Our deep knowledge across foundations ensures your organization can move forward confidently with modern tools and a clear tech strategy for philanthropic foundations. We partner with you to achieve meaningful, lasting impact that goes far beyond a solution implementation.

Choosing core grantmaking and relationship software is one of the most significant decisions a foundation makes. You need grants management systems that handle the unique relationship between Funders and Grantees, providing transparency without creating administrative burden.

We guide you through the process of selecting and implementing the ideal platform, whether it’s a dedicated GMS or scalable foundation CRM software. Our vendor independent approach ensures you select the software that genuinely meets your needs. We provide specialized GMS implementation consulting, focusing on mapping your specific processes to the new platform efficiently.

Successful technology change is primarily a human undertaking. Our comprehensive approach to nonprofit tech consulting for foundations focuses on making sure your people are prepared for new systems and processes.

We emphasize Change Management at every stage. Our process ensures:

• Engaging Leadership Effectively: Securing governance buy in and setting a strategic vision for technology investment.
• Guiding Teams Through Transitions: Providing staff with the support necessary to adapt to new platforms and workflows.
• Adapting New Processes: Redesigning internal operations for maximum efficiency before systems are deployed.