Check out the details and watch below.
January 31 at 2:00 p.m. ET
“Customer quote”
—Customer credentials
Successful stewardship means you can provide transparency, build donor trust, and encourage ongoing support by giving the donor a comprehensive view of their lasting impact. Join us for this four-part series as we explore topics around the unique financial requirements of foundations and how the right technology can help you build trust and grow your mission.
Ask The Experts: Unpacking the Role of Technology in Financial Sustainability
Whether you are a small shop or a foundation supporting a multi-entity system, the right technology can help you operate more efficiently and responsibly while setting you up for long-term success. In the last session of our four-part series, we’ll be hosting a conversation with Cause & Solution about all-things technology, stewardship, and financial sustainability. Join us as we share stories and discuss topics like:
- How to configure your technology to maximize efficiency
- What does good, better, and best look like for foundations of different sizes?
- Tips and tricks for successfully implementing new technology
- Make sure to bring your questions for a live Q&A with our panelists!
Panelists include:
Heather LeVan, Principal Marketing Manager, Blackbaud
Andy Fisher, Sr Principal Solutions Consultant, Blackbaud
Jim Bocian, CEO, Cause & Solution
Jaime Lundien, CFO, Cause & Solution
Tammy Batchelor, COO, Cause & Solution
Mastering Fund Distribution for Foundations
In Part I, we looked at the role technology plays in enabling successful stewardship for foundations. Join us for the next step as we dive deeper into business processes around fund distribution. What is working well? What isn’t? And how can technology enable you to streamline and simplify fund distribution? In this session, we’ll take a look at the functionality of Blackbaud’s Financial Edge NXT and how it can help your foundation:
- Give real-time access to expense activity to those making and documenting purchases
- Save your business office staff valuable time, allowing them to shift to higher value tasks
- Maintain controls around the approved use of funds and sub-funds to ensure accountability
Introduction to Stewardship and Fund Management for Foundations
Join us for a live look at Blackbaud Financial Edge NXT®, a robust, cloud-based fund stewardship solution built specifically for the needs of foundations. Whether you’re a hospital, higher education foundation, or even a public education foundation, Blackbaud Financial Edge NXT enables you to:
- Create real-time visibility into fund activity/balances and enable next-level stewardship through customizable reporting and dashboards
- Establish proactive, system-driven controls to enforce compliance with fund budgets and donor restrictions
- Track fundraising ROI by campaign, appeal, or event
Drilling into Data to Increase Transparency and Ensure Compliance
The ability to easily share information with stakeholders, both internal and external, is key to building organizational trust and retaining donors. In Part III of our series, we’ll focus in on questions around stewardship and compliance and how to leverage technology to get the right information into the right hands at the right time. Join us to see Blackbaud’s solutions in action and learn how they can enable you to:
- Securely share financial information across departments
- Increase financial transparency to build donor trust
- Simplify your audit process and demonstrate financial accountability
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