Smart strategy

Our Process

Assess

Our team of strategic consultants spends time understanding what foundation users require to perform their day-to-day jobs.

Plan

We develop implementation plans customized for each client that ensure grants data is never offline, training is manageable, and historic data preserved.

Deploy

We understand how important it is that foundation staff is not disrupted by the deployment of a new Grants Management System.

We’d be happy to talk with you about your organization’s needs and our process.

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Executive & Staff Workshops

Using a simple process and a well-defined methodology, GivingData consultants facilitate workshops with foundation executives, program staff, and grants management teams. The conversations focus on user needs, not features and technical considerations. From these discussions the software development requirements and priorities emerge.

Custom Implementation Plans

We understand how important it is that foundation staff is not disrupted by the deployment of a new Grants Management System. Therefore, we develop implementation plans customized for each client that ensure grants data is never offline, training is done in manageable chunks, and historic data is preserved during the migration to the GivingData platform.
Before we dive into software development with a new client, our team of strategic consultants spends time understanding what foundation users require to perform their day-to-day jobs. Using a simple process and a well-defined methodology, GivingData consultants facilitate workshops with foundation executives, program staff, and grants management teams. The conversations focus on user needs, not features and technical considerations. From these discussions the software development requirements and priorities emerge. Furthermore, we understand how important it is that foundation staff is not disrupted by the deployment of a new Grants Management System. Therefore, we develop implementation plans customized for each client that ensure grants data is never offline, training is done in manageable chunks, and historic data is preserved during the migration to the GivingData platform.

Client Community

Our Annual User Group Meeting is a Unique Opportunity to Connect with Peers

Our client community enables a one-of-a-kind peer collaboration event during our annual User Group Meeting. In 2019, the Conrad N. Hilton Foundation hosted our largest event yet. In September 2020, we'll be meeting up in San Francisco.

Case Study

A Smooth Migration from GIFTS to GivingData

Conrad N. Hilton Foundation

After many years using GIFTS as their Grants Management System (GMS), the Conrad N. Hilton Foundation realized that their needs had grown beyond the capabilities of the product. Simply put, GIFTS was no longer able to support the way they wanted to work. The foundation’s migration to a new GMS was originally planned solely as a software procurement project, aimed at replacing GIFTS with a new and improved platform. But in 2014, when the Hilton Foundation hired a new Director of Grants and Knowledge Management, the project was re-framed as a larger, more strategic initiative that included both the implementation of a more sophisticated grants management platform and the introduction of new processes to improve operational efficiency and support the foundation’s growth. The Foundation looked for a partner that could not only offeran advanced GMS, but also line up a strong and strategic consulting team to transform Hilton’s grantmaking practices. This is why the Conrad N. Hilton Foundation turned to GivingData.
Read the Case Study

Ready to experience the difference?

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About GivingData

WHAT WE BELIEVE

We believe the work you do helps make the world a better place.

Like you, we're driven by the desire to do good in the world. Our role is to help you do your work better, more efficiently, and in true partnership with your grantees. Our team has worked many years in philanthropy. We understand the challenges and we can help deliver on the opportunities.