Simplifying Philanthropy

Grants Management Life Cycle Tools Call to Action Agenda Why Simplify Initiative Overview Grants Management Life Cycle Tools Call to Action

Why Simplify?

The Need

The Vision

The Path

Initiative Overview

Simplify Overview 30 + Tools Actively Support Adoption Dedicated Staff Tools for Sharing Funder Data Tools for Funder Process Improvement Tools for Sharing Nonprofit Data Actively Support Adoption Dedicated Staff Fundraising Through 2017/2018

4-Pronged Approach New Website and Knowledge Center Raising Awareness Educating Funders Coordinating with Vendors/Partners Providing Support to Grantmakers

New Website = Knowledge Center www.simplifynow.org Tool-Specific Information Vendor Information FAQs Webinars Discussion Boards Case Studies Implementation Examples Blog Open to All Foundations

Coordinating with Partners, Vendors, & Consultants Coordinator Advocate Educator

Raising Awareness and Educating Funders Awareness Campaign Conference Presentations (TAG, GMN, Others) Live Meetings and Webinars Articles Awareness and Adoption Survey

Providing Support to Grantmakers Helpdesk-Style Support One-on-One Consulting Discussion Forums Assessment Tool

GuideStar for Grant Applications API Clearing Up Confusion Simplify Initiative ≠ GuideStar for Grant Applications API

Grants Mgt Life Cycle

Grants Management Life Cycle Overview Analyzing Grant Data Call for Proposals Publishing Grant Data Letters of Inquiry Closing Grants Grant Request Payments Grant Review Reporting Grant Approval Compliance Activities Coding

Calls for Proposals GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Letters of Inquiry GMLC Analyzing Grant Data Call for Proposals Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Grant Requests/Applications Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Grant Review GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Grant Approval GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Coding GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Compliance Activities Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Reporting GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Payments GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Closing Grants GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Publishing Grant Data GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Analyzing Grant Data GMLC Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data GMLC

Tools

Tools - Categories

Tools which only support program activities. Tools - Scope In Scope Tools that directly support processes which are part of the Grants Management Life Cycle. Out of Scope Tools which only support program activities.

BRIDGE ID - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

BRIDGE ID - Benefits Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

BRIDGE ID - Details

Data Arts - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

Data Arts- Benefits Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

Data Arts - Details

digitalIMPACT.io - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

digitalIMPACT.io - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

digitalIMPACT.io - Details

FC Foundation Maps - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

FC Foundation Maps - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

FC Foundation Maps - Details

FC Foundation Stats - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

FC Foundation Stats - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

FC Foundation Stats - Details

FC GlassPockets - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

FC GlassPockets - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

FC GlassPockets - Details

FC EReporting - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

FC EReporting - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

FC EReporting - Details

FC GrantCraft - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

FC GrantCraft - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

FC GrantCraft - Details

FC IssueLab - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

FC IssueLab - Benefits Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

FC IssueLab - Details

FC Updater - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

FC Updater - Benefits Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

FC Updater - Details

GuideStar Charity Check API - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

GuideStar Charity Check API - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

GuideStar Charity Check API - Details

GuideStar Detail API - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

GuideStar Detail API - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

GuideStar Detail API - Details

GuideStar Exchange API - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

GuideStar Exchange API - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

GuideStar Exchange API - Details

GuideStar Financial SCAN - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

GuideStar Financial SCAN- Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

GuideStar Financial SCAN - Details

GuideStar G4G API- Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

GuideStar G4G API - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

GuideStar G4G API - Details

GuideStar Premium/Pro - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

GuideStar Premium/Pro - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

GuideStar Premium/Pro - Details

IATI - Benefits Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

IATI - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

IATI - Details

LexisNexis Bridger Insight XG - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

LexisNexis Bridger Insight XG - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

LexisNexis Bridger Insight XG - Details

TechSoup NGOSource - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

TechSoup NGOSource - Processes Analyzing Grant Data Call for Proposals Letters of Inquiry Grant Request Review Approval Coding Compliance Activities Reporting Payments Closing Grants Publishing Grant Data

TechSoup NGOSource - Details

Thomson Reuters World-Check - Benefits Saves Time/Money Increases Accuracy of Data Improves Completeness of Data Provides Ability to Benchmark Organizational Data Ability to Better Understand the Sector Beneficiaries Grantmakers Grantees Sector

Call to Action

Find out more at www.simplifynow.org Contact Info Poney Carpenter Project Manager, Simplify Initiative poney@tagtech.org 607-379-1120 Find out more at www.simplifynow.org