WHITE PAPER: Making the Right CRM Investment
Making the Right CRM Investment
Customer Relationship Management (CRM) systems have a multitude of valuable features, from robust relationship tracking to automated workflows, plus endless options for third-party integration. However, most CRM systems are not designed for grantmakers, which can make the process of selecting an appropriate system for your foundation more complicated. Understanding the possibilities, how to implement them for your unique organization and the associated costs can be an overwhelming task.
WHITE PAPER: Four Accounting Essentials
Four Accounting Essentials: Questions for Your Accountant
Community foundations often work with local accountants who understand non-profit accounting principles; however, they may not be well-versed in the uniqueness of fund accounting for community foundations. There are four important questions to discuss with your accountant to make certain you are leveraging all of the financial tools available to further your organization's cause:
WHITE PAPER: Convenience or Control
Is Convenience or Control More Important to Your Foundation?
There is growing interest among foundations to convert from installed software to an online software solution model. With all the hype, it's no surprise you're interested in learning more about this trend; foundations should understand and weigh the advantages and disadvantages of online software before they choose. You may not need to consider making any changes today or even the coming months, but it's wise to know your options for the future.