Community Foundation Consulting Services

FIS has served as a technology resource to community foundations for 30 years. Services rendered include implementing industry best business practices, short and long-term technology planning, technology budget development and alternatives, software evaluation and deployment, server and network design, vendor evaluations and management, vendor contract selection and contract negotiations and technology project management.

30 years of

  • Technology planning, budgeting, infrastructure design and maintenance
  • Technology project management and vendor co-ordination
  • Planning and executing community foundation change management and staff training
  • Trends affecting community foundations
  • Client acquisition and services (donor, non-profit, corporate, foundation)
  • Vendor options and add-on services
  • Database analysis and cleanup
  • Financial analysis and forensic accounting
    • Back-office business operation best practices
    • Gifts, grants, operations, accounting, reporting
    • GL/AP best business practices (cash and accrual)
    • Investment pools, allocations, statements, GAAP and FASB reporting

15 years of

  • Conversion to and from FIMS
  • Recommendation of and adoption of changes to FIMS
  • Evaluation and adoption cloud based solution options
  • Organize and serve as consultant to FIMS User Group

12 year Crystal & client web portals; 7 years reporting services

  • Crystal and Microsoft Reporting Services training and support
  • Client web portal product evaluation and implementation

10 years of

  • Adoption and conversion to Blackbaud Raisers Edge and Financial Edge
  • Recommendation of and adoption of changes to Fusion Labs GrantedGE and Spectrum
  • Organize and serve as consultant to Blackbaud/Fusion Labs User Forum