Round: D

Tuesday, March 20th, 10:15 am - 11:45 am
A Consumer's Guide to Grants Management Software
D
Technology
General

In the last few years, there's been an explosion of new grants management systems. There's now a huge variety of systems available ranging from small grantmaker options at only a few thousand dollars a year, to specialty options for niches like arts grantmaking or medical research foundations, to robust, completely configurable solutions for large grantmakers starting at $100,000 or more. How do all these options compare? Staff from Idealware will use the new report, commissioned by GMN and the Technology Affinity Group, and its detailed reviews of 20 different systems, to summarize the available grants management systems and how they compare, with plenty of time for participants to ask questions or add in their own experiences.

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How to Prepare for an Audit
D
Grants Management
Core

Further develop your understanding of how to prepare for a financial audit through this unique, side-by-side view of an organization being audited and the firm doing the audit. By providing a transparent perspective of both participants in the audit, this session will help you to develop a strong sense of not only what you need to do to prepare for an audit, but why you need to do it. This session is designed for individuals who will be the first line of contact with the auditing firm and for those who must organize and retain information on an ongoing basis in preparation for audits.

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Investing in Grants Management
D
Grants Management
Core

Investing staff time into improving and streamlining grant application and reporting processes is important. Working with staff so they understand the organization’s needs and have buy-in into the streamlining process is critical. Can things be done easier? What needs streamlining? What is the best approach? Come learn how different philanthropic organizations have taken on this challenge. Hear how they have developed and implemented their plans, and learn what impact this has had on their overall grants management and foundation goals.

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New Financing Structures for Nonprofits
D
Emerging Practices
Advanced

Grants are great, but what are all of the other ways that grantmakers are providing financial support for nonprofits, and which are effective in what situations? Explore PRIs, Social Impact Bonds, refundable grants, equity investments, and mission-related investing.

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Vendor Sponsored Session - Bromelkamp Company: Integration Schmintegration — Never Type the Same Thing Twice
D
Vendor Sponsored Session
General

Bromelkamp clients "never type the same thing twice" because we don't just connect things within our software, we also connect to everything we can find to streamline your workflow. Bromelkamp integration can: (1) dial the phone; (2) map any address; (3) check GuideStar all by itself (not just link); (4) copy contacts to Outlook and your smartphone; (5) read your Outlook email; (6) pay by electronic payments; (7) geocode each address for mapping and analysis. Our community foundations can: (1) match friends and friends-of-friends and what they all donated (not just a relationship between two people); (2) show donors their balances and transaction detail for any period (even with FIMS); and (3) auto-balance funds every second (not just every few weeks or monthly).

Over 250 grantmakers use Bromelkamp products (eGrant.net online applications, Pearl and Akoya.net grants management, and Fundweb.net online fund statements) with no contracts, no annual license fees, free upgrades, and great responsive support. Come learn what integration can really do for you.

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What Cloud Computing Can Do For You and Your Grantees
D
Technology
Advanced

“Cloud computing” has yielded a range of applications, from email to grants management to membership management to project management. But what is “The Cloud,” and how should philanthropic organizations and the nonprofits they work with be thinking about it? This session will present ways to think about Cloud strategies, including criteria for what makes sense to do in the Cloud and what makes sense to “keep local.”

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