Whether you’re new to Salesforce, evaluating the platform, or interested in optimizing your current instance, we’ve built this guide to help you feel more prepared and informed.
Jamie Fawcett gives his top tips for getting started on your data visualization journey, as well as roadblocks to keep an eye out for.
What's in store for the future of data in philanthropy? Grantbook's Jamie Fawcett reflects on an energizing experience at TAG 2022.
Grantbook—a digital consultancy that helps grantmaking organizations plan, select, implement, and optimize their philanthropy-tech—is pleased to celebrate ten years in business.
To help Grants Administrators and Grants Managers advocate for new technology, we teamed up with our friends at Fluxx to build a simple guide.
We rounded up our 6 favourite features for grantmakers and nonprofits from the Salesforce Winter '22 Release.
We sat down with Ashley Clark, Knowledge and Grants Manager at The Libra Foundation, to talk about how technology enables values driven work.
In this episode, we were joined by Jonathan Mergy, who at the time of this recording was the Director of IT for TIDES, to talk about the systems needed in complex organizations.
We sat down with Wendy Rinella to talk about OCF's journey from paper-based processes to a digitally mature operating model that enables innovation.
We sat down with Charles Boname, Director of IT at the Vancouver Foundation, to talk about digital maturity in a community foundation, and implications for cybersecurity.
We sat down with Karen Guile to talk about her Foundations journey from knowing they needed a new GMS solution, through the selection process, and into a difficult implementation.
Grantbook is excited to announce the launch of The More Good Podcast—a 5 part audio series that explores the intersections of philanthropy and technology.
Implementing a new technology system can be an opportunity for culture and process improvement. If you’re considering a transition to a new system, keep these tips in mind.
Grantbook’s ESOP represents the concretization of our core values and mission as a social enterprise and B Corp, and formalizes our culture of ownership.
In this post, we reflect on our recent work with PFC, CFC, EFC and The Circle, to build PhilanthropyResponds.ca, a data sharing initiative to map Canada's COVID response.
10 things to ensure a smooth launch of your new GMS, and what to expect in your first year.
We’ve compiled a list of form and application design tactics that can be implemented in most GMS’s to reflect the practices of Trust Based Philanthropy.
Understanding the factors that may contribute to the complexity of your GMS build will help you navigate demos and statement of work conversations with vendors.
In our work helping foundations implement and optimize their philanthropy tech systems, we’ve identified four common reasons that implementations get delayed or derailed.
To understand how foundations can protect their data, we sat down with an IT security specialist to talk about how foundations can build a cybersecurity practice.
In order to create more good in the world, we need to be willing to tackle legacy systems which entrench unequal power dynamics in our organizations.
Understanding the strategic interplay of people, processes, and the technology tools available, is critical in ensuring the resilience of community foundations.
We partnered with Fluxx to explore how funders can employ rapid-response grantmaking tactics, with a case study from The Surdna Foundation.
Streamlining processes through improved tech tools doesn’t have to be an intimidating process: a mini case study in process redesign.
The Release Notes for the upcoming Summer ‘20 Salesforce release are now available. Here’s a look at seven outstanding new features.
Tips and best practices for using APIs and Middleware to connect to data from your GMS, automate or improve processes, and improve reporting practices.
Insights from 3 foundation leaders about how they are responding to this crisis, as they lean on their team and digital infrastructure to deliver the mission.
In a physically distant world, funders, grantees, and beneficiaries need to behave like partners, keeping each other up-to-date with short bursts of information.
Foundations that have a strong mission, clear strategy, and an endowment that by definition, will survive this crisis, can play a role in serving their communities.
Through the new world lens of Covid 19, we’re exploring: What does the world need from philanthropy now? soon? then? later?
Grantbook is starting to experiment with a framework to sense what the world needs from philanthropy and how philanthropy can respond as we embrace VUCA.
There’s a growing community of philanthropy professionals who are implementing Participatory Grantmaking as a way to create greater impact with their work.
Using service blueprints to map out people, processes, and tools can help grantmakers get a clearer picture of their grantmaking and how to improve it.
Curious about how Grantbook hires and how long it takes? We break down the process right here. Good luck with your application - we can't wait to meet you!
What's in Fluxx 228 and how will it help me with my work? Here's how Fluxx 228 will impact Grants Managers, Finance Officers, Grantees, and more!
How will the Salesforce Winter '20 Release affect grantmakers? See what it means for grants managers, tech staff, and system admins at foundations.
Between one-time costs and ongoing costs to integrations and hiring external support staff, what’s the full tab on a GMS implementation?
A quick summary of ten features in the Salesforce Summer 2019 Release that will boost your grantmaking operations and day-to-day work.
Accurate and well-governed data is key to clear and strategic impact. These best practices offer insight on how to get there.
Test-driving your new Grants Management System may seem stressful and daunting at first but it doesn't have to be—these 8 tips can help.
What is the future of grants management, and of grants management software? Peter summarizes trends from across 50+ foundations and 30+ grants tools.
Lean thinking is a popular method for process design—how can we repurpose this to improve grantmaking processes in philanthropy?
How does professionalizing philanthropy separates practice from purpose? And how philanthropy can regain its Flow through relationship and warm data?
Tierney Smith, our change management coach, reflects on the tensions in grantmaker/grantseeker relationships and how technology can impact them.
Grantbook and Beyond Philanthropy sat down to relfect on the imporantce of being human-centred in technology selection and implementation.
As philanthropy becomes more data-driven, we wonder what data is actually needed to do good in a human-driven sector.
Grantbook’s Peter Deitz reflects on how those seeking to transform the philanthropic sector can achieve it with a mix of patience and persistence.
Grantbook teams up with Beyond Philanthropy to take the pulse of German Philanthropy's and digitalization.
To facilitate team alignment on the future state of grants management, Nathan Cummings Foundation staff employed embodiment practices.
What makes moments memorable? As our Co-Founder Anil Patel departs, we reflect on how he made magical moments a core part of our work and our culture.
Spring is in the air! And decluttering's everywhere. Here are our top three tips on how to declutter your digital workspace for the new year.
Grantbook introduces: the XYZ Foundation - a fictional foundation that will help us better understand real foundations' needs.
The GrantBook team reflects on the biggest trends in philanthropy for 2016: chief among them, impact, collaboration, and smart innovations.
Peter catches the next wave of tech innovation and reviews his experience of going hands-free and phone-free -- but staying hyper-connected.
Anil and Michelle reflect on the key takeaways and mission-driven learnings from this year's Philanthropic Foundations of Canada conference.
What does "workplace euphoria" mean for foundation staff? Anil, our resident futurist, explores how to overcome the rut of manual tasks.
On Wednesday August 27th, the Ontario Nonprofit Network hosted over two dozen people to discuss an Open Data Strategy for Ontario’s Nonprofit Sector.
Read Nikki's colourful history from Zimbabwe through the world of thought leadership and technology startups, to Grantbook.
Nikki is joining GrantBook as Managing Director following a career built on spreading new ideas and inspiring others to action.
How I found my place in Grantbook's quirky, nerdy, and all-too-awesome world.
As part of our work with the Vancouver Foundation, we conceptualized an OkCupid for community foundation fund-matching.
Expert panelists at TAG 2016 share insights on how innovations in grantmaking technology have changed how the philanthropic sector measures impact.
Disruption is everywhere and in every sector - including philanthropy. Digital talent and strategy is the key to foundations' survival.
Get the top five tips and tricks to make the most out of Salesforce, one of the most powerful relationship management tools on the market.
A family foundation narrowly avoided paying steep fees to malicious hackers, thanks to their earlier investment in a cloud storage platform.
With the rise of impact investing through banks and other conventional institutions, community foundations must innovate to stay abreast of donors.
A reflective practice, done collectively, using the individual body, can provide new perspectives, solutions, and insights.
Too many special projects? Here's how we applied a concept from the world of finance to help this foundation start to find balance.
GrantBook is excited to share promotions on our team and extend an invitation to help us find outstanding candidates for two senior roles.
New challenges and conversations emerge in the philanthropic sector in reaction to the disruption of automation.
With the advent of automation, focusing on people and the pursuit of audacity will lead technology to create even more opportunities in philanthropy.
Innovation and disruption surround us, dramatically influencing dynamics in every workplace.
Reflections on how Armenian Foundations and NGOs can stimulate greater impact and a stronger sector.