Cloud-Based Foundation Management Software
Overview
Fit Score
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SUMMARY
DESCRIPTION
An organization is seeking a vendor to provide a cloud-based foundation management software solution. This platform should support comprehensive campaign, appeal, and fund tracking, as well as features for managing corporate and matching gifts, volunteer scheduling, and online registration with payment collection capabilities. The system must also include automated stewardship workflows and offer responsive, mobile-friendly donation pages.
Key requirements include seamless integration with event management tools and CRM systems, robust KPI dashboards, a custom query builder, and the ability to track both incoming and outgoing grants—covering donor-funded, foundation-administered, and internal awards. The software should automate grant disbursement schedules and notifications, and its accounting module must be designed for fund-based and project-based accounting, supporting restricted, unrestricted, and endowment fund types with automated journal entries for various financial activities.
A cloud-based SaaS platform is preferred, with hosting on AWS, Azure, or GCP. The vendor must also provide 24/7 technical support via phone and online portal. Interested parties must submit any questions by November 21, 2025.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on December 5, 2025 and is no longer accepting submissions.
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