[On-Demand Webinar] The Impact of CommunitySuite as a Financial Tool

Foundant Technologies

Whether you manage finances at a large or small organization, having the right tools can make a great impact across the whole team. Listen to Oakville Community Foundation and Sunshine Coast Community Foundation as they share how their investment in Foundant’s CommunitySuite solution has streamlined financial processes with accurate, reliable data.

SPEAKERS

Wendy Francis | Executive Director, Sunshine Coast Community Foundation

Alice Coleman | Executive Assistant/Bookkeeper, Sunshine Coast Community Foundation

Alison Moeller | Chief Financial Officer, Oakville Community Foundation

Cindy Lindsay | Director of Learning, Community Foundations of Canada

Chris Dahl | President, Foundant Technologies

About the Author

For more than a decade, Foundant Technologies has specialized exclusively in making philanthropy easier and more impactful through intuitive technology solutions. All of our cloud-based solutions focus on grantmaker, grantseeker, scholarship provider and community foundation needs with the goal to make day-to-day tasks streamlined and help maximize the impact of the philanthropic community.
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[On-Demand Webinar] The Impact of CommunitySuite as a Financial Tool

About the Author

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Hear firsthand experience from Clayoquot Biosphere Trust to see how they use the many tools in CommunitySuite to engage with their donors, and all aspects of donor management, in one system.

Hear testimonials from clients who have successfully migrated their data from FIMS to CommunitySuite

Mariver Copeland, shares her reasons for switching from Pearl to CommunitySuite. She appreciates Foundant being reactive to client needs while also being proactive to sector changes.

Debbie Kuffel, Program & Finance Officer, shares how CommunitySuite has empowered her organization to provide quick and accurate answers for her staff and donors.

John Sirianni, Financial Officer, talks about his annoyance with FIMS. He recounts the wasted time doing investment allocations, & how CommunitySuite has transformed this from a 6 hr task into 15 mins

Listen to Community Foundation of Greater Peterborough and Community Foundation Grey Bruce as they share how their investment in Foundant’s CommunitySuite solution has supported their organizations.

Jody Macdonald, Executive Director discusses the importance of data integrity and the role CommunitySuite has played in consolidating, and maintaining data.

Leah Wade, Josephine Morrison, and Andrew Halpryn speak with Foundant Co-Founder Daren Nardhagen to share their CommunitySuite experience. They address their successes, hopes, fears, & lessons learned

Jessica Renfro, Jeanette Kelleher, John Johnson, and Ashley Siferd speak with Foundant Co-Founder Daren Nardhagen to share their CommunitySuite experience.

Michelle Collins, emphasizes the excellence of Foundant customer service. She explains how Canadian-specific foundation needs have been heard and addressed by CommunitySuite software updates.

Stuart Reid, explains how CommunitySuite has helped CF Grey Bruce move away from using lengthy excel spreadsheets for collecting/tracking data.

Patty Mastel, shares her story of the transition from FIMS to CommunitySuite. Patty speaks on the exceptional support she has received through the whole process alongside learning a new system.

Missy Batman, Vice President of Finance and Operations discusses how their accounting and fund allocation is now in one system with navigation being as simple as a click of a button.

Randy Macon, discusses the smooth transition from FIMS to CommunitySuite. He shares key features that have lead to increased foundation efficiency alongside offering advice.

Jeanette Kelleher, discusses the transition from FIMS to CommunitySuite. Jeanette speaks on how intuitive and rapidly evolving CommunitySuite is, allowing her team to be much more self-efficient.

Lexi Oestreich, Program Officer, discusses the outcomes of using Foundant systems and how they have "set the bar", increasing the efficiency of a small staff and strengthening foundation relationships

J. Mitchell Rogers, Director of Scholarships & Initiatives, explains pain points with past softwares, and how the switch to Foundant has eliminated arduous processes and wasted time.

Greg Probst, Director of Finance & Technology speaks on how CommunitySuite has improved donor relationships by allowing for efficiencies when accessing fund information.

Hilary Canty, Executive Director, discusses how the small foundation has benefited from use of CommunitySuite programs, increasing its capability in all levels of financial arrangements.

Shaine Shramling, Funds & Grants Administrator, discusses how CommunitySuite has streamlined processes for the foundation, allowing for competition with larger organizations for funding.