A transition to a new grants management software can feel overwhelming. But
if your foundation goes into the transition with a clear plan, you’ll be pleased to discover how seamless the process can be.
This guide can help. It highlights best practices for foundations planning a transition to a new grants management system.
A GMS transition consists of three distinct stages:
Each of the three sections of this guide includes advice and best practices from GivingData’s implementation team, direct quotes from recently implemented clients, and additional resources provided by both our team and clients.
Download our guide to learn about these best practices and where to focus your attention during each stage.
Casey DeSain is a Senior Marketing Manager at Foundant, where he’s spent nearly four years helping mission-driven organizations tell better stories and connect with the communities they serve. Casey has over a decade of marketing experience spanning B2B SaaS, digital strategy, and content development. He currently lives in Los Angeles with his wife and two daughters. In his free time, Casey likes to read, play board games, and take his daughters to theme parks.