More About the Session

Over the years, we have come to accept certain ways to do our work even if we are not 100% happy with them. We use Microsoft Word templates to merge data from our grants management systems (GMSs) into letters, contracts, and grant summaries. We use spreadsheets for budgeting and forecasting or to create elaborate pivot table reports. While getting the job done, these solutions are far from ideal. Don’t we all hate it when we have to go back to our GMS to update grant amounts and descriptions after editing them in a contract? And how about those shadow spreadsheets, where we track new grant ideas? Isn’t it tedious to keep them up to date? But what if there were another way to get the job done? What if we had documents that automatically update our GMS while we are editing them? What if we abandoned our spreadsheets for powerful budgeting and forecasting tools, fully integrated with our GMS? In this session, we will demonstrate a few of the GivingData features that can help you work in more efficient and streamlined ways. You will see new tools, hear from the clients who partnered with us to build them, and explore with peers how you could use them to address your challenges.

Learning Objectives:

1. See the tools that GivingData is building to support new ways of working.
2. Hear how other funders have found new ways to do their work.
3. Share your own challenges and explore alternative solutions with peers and consultants from the GivingData team.

Learn more about the conference at https://peak2019.peakgrantmaking.org.

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With Kim’s hire, GivingData adds another seasoned foundation veteran to the company, further strengthening its foundation expertise. “Our clients appreciate the deep knowledge of the philanthropic sector that our consultants contribute to their projects,” said Roberto Cremonini, Senior Partner. “Kim brings not only knowledge but also many years of senior-level experience.”

Prior to joining GivingData, Kim was Director of Grants Management at Wellspring Advisors where she implemented and oversaw all grantmaking processes and worked closely with both operations and program staff. Before Wellspring Advisors, Kim worked in the development department of Columbia Law School. She also served as the Database Coordinator for Individual Giving at American Ballet Theatre.

Kim was a member of the PEAK/Grants Managers Network affinity group and served on the editorial board of GMNsight (a professional journal for grants managers and the philanthropy field). Additionally, she was on the steering committee of the International Grantmakers Network coordinated by Philanthropy New York, as well as the International Grants Operations working group, hosted by the International Human Rights Funders Group.

Kim holds a BA in Communications and Sociology from the University of Massachusetts, Amherst and a professional certificate in Grantmaking and Foundations from New York University.

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The new design features:

• Beautiful new layout and iconography.
• Grantee financial analysis tools.
• Tax status verification (no Guidestar account required).
• OFAC list checking.
• Task and Workflow management.
• Page load time improvements.
• Configurable list views (payments, requirements, documents)

To get a sneak peek into the new design, we’ve included a few screenshots below.

Would you like to schedule a Demo?

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The article calls attention to GivingData’s success at hiring in Boston’s very competitive market, as a self-funded business competing against larger corporations and well-funded start-ups. GivingData is cited as a great example of a bootstrapped company that uses four strategies to attract top tech talent:

1. Hire Remote Workers, which allows the company to recruit from a wide pool of talent;
2. Offer Flexible Work Hours, which, according to a report by Inc. Magazine makes employees more productive;
3. Focus on What Matters – by outsourcing GivingData’s HR administration, the company can dedicate all its working time to serving clients and advancing their products;
4. Have a Mission that Makes a Difference – according to Alf Gracombe, president of GivingData, “we sleep well at night knowing that the work we do goes towards good causes.”

To read the full article, visit Justworks.

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