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Simplifying Philanthropy

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Presentation on theme: "Simplifying Philanthropy"— Presentation transcript:

1 Simplifying Philanthropy

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

3 Why Simplify?

4 The Need

5 The Vision

6 The Path

7 Initiative Overview

8 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

9 4-Pronged Approach New Website and Knowledge Center Raising Awareness
Educating Funders Coordinating with Vendors/Partners Providing Support to Grantmakers

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

11 Coordinating with Partners, Vendors, & Consultants
Coordinator Advocate Educator

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

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

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

15 Grants Mgt Life Cycle

16 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

17 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

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

19 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

20 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

21 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

22 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

23 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

24 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

25 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

26 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

27 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

28 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

29 Tools

30 Tools - Categories

31 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.

32 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

33 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

34 BRIDGE ID - Details

35 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

36 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

37 Data Arts - Details

38 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

39 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

40 digitalIMPACT.io - Details

41 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

42 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

43 FC Foundation Maps - Details

44 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

45 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

46 FC Foundation Stats - Details

47 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

48 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

49 FC GlassPockets - Details

50 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

51 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

52 FC EReporting - Details

53 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

54 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

55 FC GrantCraft - Details

56 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

57 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

58 FC IssueLab - Details

59 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

60 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

61 FC Updater - Details

62 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

63 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

64 GuideStar Charity Check API - Details

65 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

66 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

67 GuideStar Detail API - Details

68 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

69 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

70 GuideStar Exchange API - Details

71 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

72 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

73 GuideStar Financial SCAN - Details

74 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

75 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

76 GuideStar G4G API - Details

77 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

78 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

79 GuideStar Premium/Pro - Details

80 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

81 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

82 IATI - Details

83 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

84 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

85 LexisNexis Bridger Insight XG - Details

86 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

87 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

88 TechSoup NGOSource - Details

89 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

90 Call to Action

91 Find out more at www.simplifynow.org
Contact Info Poney Carpenter Project Manager, Simplify Initiative Find out more at


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