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"Matchmaking" between Donor Advised Funds (DAFs) and nonprofits

Hi all,

Our community foundation is moving into a more proactive space of serving our DAF holders, including presenting "matchmaking" opportunities to them with current needs in the community and/or in their grantmaking interest areas (which we've been slowly recording in Raisers Edge over the past few years).

We do not yet have CSuite, but we do have GLM. I've seen a few posts about using GLM for a type of "grant catalogue", having nonprofit organizations submit their requests/current needs that way. From a few responses it sounds like it could become a labor-intensive pursuit - both on the side of the nonprofit as well as for the foundation staff.

What are your processes for providing current needs from nonprofits to DAF holders? What system do you use to capture the information for donors? What details or collateral do you request of the nonprofit? What system do you use to showcase the opportunities?

Would love to have further conversation with anyone who is currently offering these proactive services for donors.

Thank you!

Elizabeth Messerli

Philanthropic Services Officer

Community Foundation of Northern Colorado

970-488-1986

[email protected]

elizabethmesserli

Happy to be Here!

Hello everyone, my name is Sid. I grew up in Los Angeles and now live in Austin. I love working with data and people. I'm happy I joined Foundant and look forward to working with everyone. I'm into cars, traveling, wine, and reading history. I earned a BS (Computer Information Systems) from the University of Central Missouri, worked for 12 years as a data conversion consultant, earned an MBA (Management) from UCM, and a PhD (Marketing) from Florida State University. I'm an Associate Professor of Marketing at Texas State University.

SidAnderson

New to Foundant

Hi all! My name is Rio Wofford and I am a new intern here at Foundant Technologies. As someone who is interested in creating genuine and caring human experiences - I knew I had to come be a part of Foundant. I moved from Billings to Bozeman to study Organismal Biology. While achieving my degree, I was the Vice-President of the Montana State Cycling Club, a mycological researcher, and a manager for Blue Collar Restaurant Group. After 8 wonderful years in Bozeman, I have recently begun my journey to Bellingham, Washington. Before completing my move, I will be residing in a cabin on Lake Coeur D'alene; the land of the Schitsu’umsh Tribe. I enjoy hiking, skiing, and mountain biking. I am so excited to be working with such an exciting group!

Please do not hesitate to reach out!

RioWofford

Re: Grant Data Collection

Hi @CameronWood,

In the past, we had a similar system of capturing qualitative data. This was great for our donors to hear specific results and stories about each grant, but didn't tell a data driven story about our grants as a Community Foundation over 14 years. This summer we have been working to change our processes in Foundant to capture more quantitative data.

1) So far, quantitative data we are collecting includes:

Percentage of population served by race/ethnicity - in application, confirmed in follow ups
# of unduplicated people served by organization per year - in application, confirmed in follow ups.
# of unduplicated people served by organization covered by our grant - in application, confirmed in follow ups.
Total program cost per person served - in application, confirmed in follow ups

2) We are collecting this information in the application and follow up reports - this gives us the ability to use Foundant's reporting programs to analyze our grantmaking data.

Ultimately we will use our grantmaking data to compare to our community needs and make sure we are making an impact in our community where it is most needed. I also manage Indian River Indicators, which monitors how our community needs are improving over time. You can check it out here: https://dashboards.mysidewalk.com/indian-river-cna

We are still in the process of changing to a quantitative system, so I'm interested to hear from others as well!

ChiakaNwosu

Oh hey there!

Hello fellow changemakers!

My name is Lyndsey Thompson and I am a new Client Success Consultant at Foundant Technologies. Prior to joining Foundant I spent over a decade supporting the nonprofit sector in various capacities including program management, volunteer coordination, event planning, fundraising, and grantmaking. My introduction to Foundant was while serving as the Director of Program Services at The Community Foundation for McHenry County in northern Illinois, where I transitioned the grant and scholarship programs to CGLM and CSLM processes and managed the integration with CommunitySuite. I am committed to helping nonprofits achieve their mission and am thrilled to be able continue my passion of serving the philanthropic community as part of the Foundant team. I look forward to connecting with you and learning more about the meaningful work you do!

Best, Lyndsey (and Bailey)