Community foundation software to streamline and connect your operations
Connect your operations with robust tools for fund accounting, CRM, endowment, and fee management purpose-built specifically for community foundations.
Trusted by foundations across the globe
eBook
Foundation management software for community foundations: Evaluating and selecting the right solution
In this guide, we’ll outline three key phases of the research, evaluation, and selection
process for finding the best possible foundation management software for your
community foundation.
Simplify operations across your foundation
Use workflows to improve efficiency and collaboration across departments
Simplify repetitive tasks like check processing, fund statements, and tax receipting with automation that keeps your team focused on strategic work.
Reduce errors with integrated fund accounting
Eliminate the need for multiple systems. CommunitySuite combines accounting, CRM, with grant and scholarship management processes into one platform, reducing errors and saving valuable time.
Examine relevant and real-time data analytics
Access up-to-date financials and donor data instantly. Custom dashboards and reports make it easy to share insights with board members and stakeholders.
Engage our subject matter experts
Our Client Support team members have years of experience in the social good sector to help support best practices and streamline workflows for your unique foundation.
Build relationships with donors
Streamline online giving
Accept donations directly through your website, making it easier for donors to support your mission.
Give your donors quick access
Give donors 24/7 access to their fund balances, giving history, and grant recommendations through a secure, branded portal.
Easily stay in touch with donors
Use built-in CRM tools to segment donors and send tailored messages that deepen relationships and drive engagement.
Collaborate with peer foundations
Join a community of funders to co-create donor engagement strategies and share insights on what drives strong donor relationships.
Streamline scholarship and grant programs
Build intuitive and easy-to-use applications
Allow applicants to leverage auto-save functionality, preview follow-up forms, and copy and paste responses with rich text formatting to save time.
Automatically import application and report data
Save time and reduce manual entry by seamlessly pulling in application and reporting details.
Engage external collaborators in the review process
Facilitate collaboration among review committees. Our user-friendly interface allows for shared access to applications, notes, and evaluations.
Keep your foundation prepared for the future
Scalable for Growth
Whether you manage 50 funds or 5,000, CommunitySuite grows with you, supporting complex fund structures and expanding programs with key features.
Access your data anytime, anywhere with confidence
Access your data from anywhere with enterprise-grade security and automatic updates that keep your foundation protected.
Dedicated Support & Training
Our team understands community foundations. Get onboarding, training, and ongoing support tailored to your needs.
What people are saying
Adding this software has helped finance fast track our bookkeeping and turnaround very accurate reporting in just seconds each month! Integration with our CRM also provides higher level of customer service increasing our donations and long-term giving!”
Matthew Johnson, Woodbury Community Foundation
Choosing the right solution for your community foundation
CommunitySuite is a comprehensive foundation management solution designed for community foundations, but it doesn’t stop there. With integrated grant management and scholarship management processes, it’s built to flex and scale to meet the unique needs of your organization, no matter your focus.
Grant Management
This integration ensures that your grantmaking process is efficient, transparent, and auditable from application to impact.
- Simplify applications & reviews
- Sync grants in CommunitySuite
- Track funding with centralized data.
CommunitySuite
Advanced features designed to streamline operations across accounting, donor engagement, events, and more.
Create a unified ecosystem for managing your foundation’s impact.
- Add one of our grant management solutions
- Add one of our scholarship management solutions
Scholarship Management
This integration ensures accuracy, compliance, and continuity across the student lifecycle.
- Sync scholarship applications and awards
- Manage renewable scholarships
- Centralize financial and program data
Let’s connect to find the solution that fits your organization best.
Ready to explore our foundation management software solution?
Discover how our cloud-based foundation management software can streamline and connect your operations.
With powerful features customized to:
- Meet your team’s unique needs
- Reduce the risk of errors
- Save time
- Boost operational efficiency
- Improve your data-driven decisions.
FAQs
Why is foundation management software important for foundations?
Community foundations juggle diverse funding streams, complex endowments, and deeply personal donor relationships. This means you need tools that do it all: grants management, donor management, fundraising and event management, accounting, and scholarship management. Foundation management software empowers your organization to handle and coordinate all of these activities—all from one place—which increases transparency and bolsters efficiency.
How can foundations select the right foundation management software?
Foundations should assess their specific needs, evaluate software features and scalability, check user reviews, and ensure compatibility with existing systems. Trial periods and demos can help them determine the best fit.
What should foundations look for in foundation management software?
A community foundation should seek software that provides robust functionality for grants management, donor management, fundraising, event management, accounting, and scholarship management. It should provide strong financial tracking and compliance features to meet regulatory requirements and ensure transparency. Finally, the platform should include configurable reporting and analytics to support strategic decision-making and demonstrate impact to stakeholders.
How do foundations implement foundation management software?
Foundations must first identify their individual requirements and select a suitable platform. Next, they should integrate it with their existing tech stack, train staff, and establish protocols for data migration and ongoing support.
What are best practices for foundations using foundation management software?
Common Foundation management best practices include regularly backing up data, continually training staff, setting clear protocols, monitoring and evaluating software performance, and maintaining open communication with the software provider to receive support and stay abreast of updates.
What are common challenges foundations face with foundation management software?
Foundations must often address several key challenges to achieve effective and efficient foundation management, including data migration issues, integration difficulties, data security concerns, slow user adoption, training obstacles, and fragmented software update management.