Latest in: Tips, Tools, & Templates
Sometimes, we need to get creative with our tech tools to ensure they are working alongside, instead of against, each other. The Winthrop Rockefeller Foundation integrates …
It has been a year since Salesforce released their new core product for foundations; we wrote about Grantmaking last summer, exploring its built-in budget capabilities, templates, …
Security and data privacy are a top concern for many organizations; what steps can you take to ensure your systems and tech are reliably secure?
While the winter winds bring sweeping changes to our lives, Salesforce Winter ‘24 release notes are a breath of fresh air for grantmaking organizations and nonprofits …
Here are our team's top five favourite features from Salesforce's most recent release notes; which ones caught your eye? Layout Enhancements Align Fields Horizontally in Field …
To help Grants Administrators and Grants Managers advocate for new technology, we teamed up with our friends at Fluxx to build a simple guide.
Have you had a chance to review the Release Notes for Salesforce Winter ‘22? These updates were released the week of October 6 2021 for many …
10 things to ensure a smooth launch of your new GMS, and what to expect in your first year.
We’ve compiled a list of form and application design tactics that can be implemented in most GMS’s to reflect the practices of Trust Based Philanthropy.
In our work helping foundations implement and optimize their philanthropy tech systems, we’ve identified four common reasons that implementations get delayed or derailed.
To understand how foundations can protect their data, we sat down with an IT security specialist to talk about how foundations can build a cybersecurity practice.
As financial institutions and new giving platforms provide enticing ways for donors to actualize their impact strategies, community foundations are facing increased competition for donor dollars. …
The COVID-19 pandemic has had a huge impact on grantmaking. With so many communities around the world suddenly facing urgent, unexpected need, funders quickly realized they …
The Release Notes for the upcoming Summer ‘20 Salesforce release are now available, and there’s a whole lot for grantmakers to get excited about. As with …
What is an API? An API is a standardized, documented interface to allow a web application (like your Grants Management System) to talk to other web …
Using service blueprints to map out people, processes, and tools can help grantmakers get a clearer picture of their grantmaking and how to improve it.
Working more on the digital strategy and solutions selection side at Grantbook, I don't get as deep into the weeds into specific tools as some of …
Working more on the digital strategy and solutions selection side at Grantbook, I don't get as deep into the weeds into specific tools as some of …
Between one-time costs and ongoing costs to integrations and hiring external support staff, what’s the full tab on a GMS implementation?
Accurate and well-governed data is key to clear and strategic impact. These best practices offer insight on how to get there.
About six months ago, I had the pleasure of sitting down with Michael Alberg-Seberich of Beyond Philanthropy to discuss the challenges with technology selection and adoption. …
What's a stakeholder-oriented architecture? Explore the potential of connected cloud apps for your operational processes in this webinar.
New challenges and conversations emerge in the philanthropic sector in reaction to the disruption of automation.
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