Enabling Strategic Grantmaking

As a contemporary philanthropic organization, you need a comprehensive system to help you achieve your mission. You must collect data internally and externally to determine what to invest in and validate that funding is being used well. And, you also need to evaluate your grantee’s performance and outcomes. You need to support all of your internal processes – including grantmaking, general constituent relationship management, analytics and intelligence, and accounting. Our solutions consolidate systems and leverage a modern, open platform to provide your foundation a simple, efficient, user-friendly option that will propel your mission.

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PHILANTHROPY SECTOR SOLUTIONS

  • Manage grants
  • Receive and manage online grants applications
  • Involve reviewers in grants application process
  • Request and track LOIs
  • Track and report on grantee data
  • Analyze and visualize data to make funding choices
  • Record and connect email conversations with contacts
  • Reduce the grants lifecycle from start to finish
  • Manage mass email and newsletters
  • Track general constituent relationship management data
  • Integrate with finance and accounting systems
  • Store and organize documents and files
  • Pull in data from external sources, such as Guidestar

PHILANTHROPY SECTOR CLIENTS

  • Philanthropic Organizations
  • Private Foundations
  • Community Foundations
  • Corporate Foundations
  • Family Foundations
  • Non-Traditional Grant-Makers


 

foundationConnect

foundationConnect is a comprehensive grants management solution built on the Salesforce platform. It offers the latest in grantmaking and CRM capabilities with the option to connect all your organizational systems in one Salesforce solution. With over 5000 hours logged to our foundationConnect clients implementations, your solution will benefit from our team’s wealth of best practices and knowledge.

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Photo Credit: Students collaborate on iPads at Casco Bay High (a Nellie Mae Education Foundation grantee).

Services Tailored and Informed by Foundations

As we’ve worked with foundations and philanthropic organizations throughout our 10 year history, we’ve developed a deep understanding of the unique factors that impact philanthropic technology: many demands on a small staff, the need for powerful but simple tools that put data in your hands, and the desire for workflow and user experience that will improve the efficiency of your organization. The services we provide leverage this expertise in order to build a tailored solution for you.

STRATEGY

For many organizations, stepping back before approaching a significant technology project ensures a successful, cost-effective system implementation. We can help you identify and sequence the right solutions for your organization, and our whole organization philosophy ensures that we look at your organization’s needs holistically. Examples of projects include: System Assessments and Technology Roadmaps.

PLANNING

Planning engagements develop blueprints for your system that are as singular as your organization. The most effective solutions are tailored to the unique aspects of your organization. We focus on business process analysis to understand your mission, your outcomes and results objectives, and the way your staff works, in order to develop a solution specific to these attributes.

IMPLEMENTATION

We have a wide range of resources and methodologies to fit your organization, whether you have a mature technology team or are just looking at your first system implementation. We deliver you solutions consisting of all facets of Salesforce technology, including configuration, code, and app integration.

SUPPORT

You might be looking for regular guidance in managing your Salesforce system, or you might only need occasional help updating complex configuration. Our support plans provide all levels of service depending on your needs. As compared to Salesforce support plans, our customer success managers have the broadest experience working with foundations.

Drive to Impact

Our solutions help philanthropic foundations understand and manage the impact of their funding and other activities inside and outside of your organization. Talk with our team today about how an Exponent Partners Solution can help you.

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Philanthropy Client Success

Our solutions for foundations help our clients manage over $1 Billion in philanthropic funding. Read more about our experience.

  • grants management CRM
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Your Philanthropy Practice Team

Steve Andersen

Foundation Practice Director Steve leads Exponent Partners’ Foundation practice. Prior to joining Exponent Partners, Steve spent 15 years helping nonprofits use technology to achieve their missions. In 2006 he founded a Salesforce CRM consultancy at ONE/Northwest and co-founded the nonprofit Salesforce community. From there he joined Salesforce.org and led the technology team that built and grew the Nonprofit Starter Pack and all internal systems. His most recent role was as CTO of Grameen Foundation, innovating on the use of mobile and cloud technology in alleviation of extreme poverty around the world with TaroWorks–Grameen Foundation’s Salesforce and Android-based data collection and dissemination product…. read more ›

Alexa Adams

Foundation Practice Lead Alexa leads consulting for the Foundation Practice, and brings a deep knowledge of Salesforce-based solutions for foundations from her extensive consulting work with social sector clients. Prior to joining Exponent Partners, Alexa was at roundCorner for four years where she lead the addition of the foundationConnect solution to their product offerings by managing business development after the initial phase of the product acquisition, project managing the redesign of the foundationConnect grantee portal and working directly with partners and clients as the Director of Customer and Partner Success. Alexa previously worked with philanthropy clients at NPower in New York and started in the industry at Salesforce.org…. read more ›

Pamela Fitch

Foundation Account Manager Pamela brings together deep experience in philanthropy and technology, spanning nearly 20 years, as Exponent Partners’ account manager for the Foundation practice. Her roles have combined skills in technology strategy, leadership, strategic program development, and sales consulting. Most recently, she served as Business Development Consultant for Fluxx Labs and Regional Sales Director of MicroEdge, remaining with the latter company for over 12 years. She has also worked for multiple foundations, serving as executive director of Dell Computer Foundation as well as program officer for Prudential Foundation.Pamela earned a BA from the University of Pennsylvania… read more ›

Foundation Resources

Skoll Foundation’s Next Generation Grants Management

Exponent Partners worked with the Skoll Foundation to build a foundationConnect and Salesforce solution that serves their whole organization from grants management to communications. Hear Skoll speak about how their solution drives their impact in with webinar hosted by Salesforce.org.

Exponent Partners’ Clients Live at Dreamforce 2015

Grant management processes can be complex, and foundations are often challenged to manage their grant lifecycle. Hear how the Nellie Mae Education Foundation and Open Society Foundations manage grants with Salesforce and foundationConnect.

How Do you Become a Strategic Grantmaker Using Technology?

Funders are continuing to consider how their investments can have the biggest possible impact. Technology can help achieve this goal. Learn how grants management software and CRM systems can be integral in providing the data that drives better grantee outcomes.

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