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Relationship and End to End Grants Management for Enterprise Grantmakers -...

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Value Stream Consulting at iWerx NKC

1520 Clay Street

North Kansas City, MO 64116

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Workshop: foundationConnect - Relationship and End to End Grants Management for Enterprise Grantmakers

Intended Audience: Foundation board members, directors, and staff members interested in learning about foundationConnect, Salesforce.org's enterprise foundation management system

Desired Outcomes are an understanding of:

  • The Salesforce user license donation program
  • foundationConnect - an end-to-end solution that revolutionizes the process of grants management and reporting. Grantmakers are supported through the entire lifecycle of philanthropic giving — from eligibility and application to application reviews and evaluations, all the way through grants distribution and outcome tracking. Grantees are supported through a tailored portal, allowing them to save and submit grant applications, collaborate and update status reports, and provide programmatic outcomes on an ongoing basis.
  • CRM for foundations
  • foundationConnect Implementation Costs and Risks

Session Format: Workshop - Short presentations including demonstrations, followed by Q&A

Presenter: Jessica Pasley, Senior Direct of Professional Services / Consultant at Value Stream Consulting, a KC based Salesforce.org partner.

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Value Stream Consulting at iWerx NKC

1520 Clay Street

North Kansas City, MO 64116

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