Reciprocity in Practice: Closing the Loop Between Donors, Funds, Grants and Community Impact

Closing the loop between donors, funds, grants and community impact

A joint Blackbaud and FundMiner webinar for Canadian community foundations.

Many community foundations still rely on one aging system to manage donor records, the general ledger, endowment calculations, donor-advised funds, grantmaking and fundholder reporting. That worked for a time, but it is harder to justify as fundholders expect faster answers, boards want clearer impact data and reporting demands keep growing.

Join Blackbaud and FundMiner for a practical hour on a more connected approach. We will show how purpose-built systems can work together so information moves without rekeying, and you will see working software rather than screenshots.

What we will cover:

• Donors and gifts. Relationship management, gift processing and Canadian receipting, with gifts recorded once and used where needed.
• Funds and finance. Fund accounting, endowment income allocation, administrative fees and spending policy handled in the flow, not in separate spreadsheets.
• Donor-advised funds. Fund agreements, donor intent, live balances, online recommendations, due diligence, approvals, disbursements and advisor succession managed consistently.
• Grants and scholarships. Online applications, committee review, approval, payment schedules and outcome reporting, including support for multiple granting entities.
• Fundholder experience and impact. Self-service access to live balances, statements and impact reports generated from shared data.
• Oversight. Exception reporting that flags inactive, underspending or off-intent funds early enough to act.

Register today to save your spot!