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Casey DeSain

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All posts by Casey

  • A Security Checklist for Foundations: What to Look for in a Grants Management System

    Protecting sensitive data is a fundamental part of the grantmaking process. Foundations handle vast amounts of confidential information—including data about grantees, financial transactions, and program details. With data security threats becoming more sophisticated, native security features and built-in protocols are a core requirement of any grants management system (GMS), not merely an optional add-on. Here Read More

  • Purpose-Driven Insights: Transforming Grantmaking Data into Actionable Reports

    Unlock the full potential of your grantmaking data by transforming it into purposeful visualizations and custom reports. Whether you’re exploring advanced logic to eliminate the need for “shadow spreadsheets” or finding innovative ways to combine data from your GMS with external sources, this webinar will equip you with tools and strategies to amplify your reporting Read More

  • The Role of GMS in Change Management: Lessons from Three Grants Managers

    How does your foundation approach change? And what can grants managers do to facilitate change across their foundation? In this webinar, hear from three experienced grants managers who have led or supported change within their foundations, sharing their insights and real-world strategies for navigating change across teams. Each presenter showcases what these changes looked like Read More

  • Tull Charitable Foundation: Grantmaker Story [Video]

    Holly Bills, Grants Manager at Tull Charitable Foundation, describes how GivingData has helped save time at her foundation. A key factor is that GivingData was purpose-built for their needs as a foundation. “How philanthropy works today is different than how it worked 20 years ago, and technology has to keep pace.” Read More

  • 5 Foundation Roles Your Grants Management System Should Support

    It’s been nearly four decades since the first generation of grants management software hit the market. In 1985, MicroEdge Gifts came on 5 1/4-inch floppy disks. The few systems in existence were text-based, slow, and by today’s standards, anything but user-friendly. They were also designed almost exclusively for one end user – a foundation grants Read More

  • Perigee Fund: Grantmaker Story [Video]

    Meron Kasahun, Grants Manager at the Perigee Fund, describes GivingData as being an “extension of their team.” The approachability, patience, and kindness of the GivingData team has surpassed what the foundation has experienced with other systems and has allowed for impactful collaboration across the organization. Read More

  • Growald Climate Fund: Grantmaker Story [Video]

    Through GivingData, the Growald Climate Fund has simplified and structured its grantmaking processes by using workflows and leveraging a configurable system that doesn’t overcomplicate the foundation’s work. Read More

  • Future-Proof Your Grantmaking: How to Evolve Without Starting from Scratch

    Effective grantmaking often starts with great processes. Grantmakers leverage technology and work diligently to establish internal and grantee-facing processes that support their higher-level goals around impact. But what happens when those systems become more burdensome than helpful? Or when the grantmaking landscape changes and your processes are no longer effective? Read More