CommuntySuite
Foundation management software to streamline and connect your operations
Software designed for philanthropic organizations with robust fund accounting, relationship management (CRM), endowment, and fee management activities.
A single, easy-to-use solution to streamline workflows, eliminate data silos, and maximize impact.
Fund accounting + CRM
CommunitySuite
Manage your core accounting, fund accounting, CRM, event, and online donor activities in a single enterprise solution.
+ Grant Management
Community
Grant Lifecycle Manager
All-in-one online grants management solution to securely manage your entire grantmaking lifecycle.
+ Scholarship Management
Community
Scholarship Lifecycle Manager
All-in-one online scholarship management solution designed to organize, manage, and streamline your scholarship or bursary workflow.
Functionality and integrations built to enable sustainability and long-term success so you can focus and deliver impact.
Fund accounting
Efficiently manage your accounting while providing the real-time information fund advisors expect.
Events management
Run events, manage giving campaigns, and track results with ease.
Online donations
Make it easy for community donors to give to a fund, project, or cause.
Reporting and analytics
Drive success and growth with performance data and trends.
Integrations
Use Stripe for secure online payments, Candid for streamlined donor management, and Workato to connect data to other applications.
CRM
Access constituent profiles for a 360-degree view of their journey with your organization for meaningful and accessible relationship management.
Donor management
Strengthen and streamline donor and fund advisor relationships with real-time access to fund information – agreements, statements, balances, activity, and recommendations.
Grant and scholarship processing
Seamlessly handle grants and scholarships from award to payment.
Additional features
Report and communication templates provide a quick start; custom fields allow reporting on unique information.
Trusted by foundations
99%
2024 Renewal Rate
600+
Clients
$62B
Assets Under Management
Discover the power of our foundation management software
Streamlined process management.
Simplify and automate routine processes to enhance accuracy while reducing the risk of errors.
- Give valuable time back to your staff by making it easy to execute all the core activities of your foundation.
- Robust event functionality, complete with payment integration.
- Enable donors, affiliates, parishes, and supported organizations to self-serve the real- time information they need.
A comprehensive financial solution.
Our all-in-one fund accounting software provides a holistic solution for managing foundation finances, ensuring accurate tracking and reporting of endowed and non-endowed funds, investments, admin fees, spending policy, donations, grants, and scholarships.
- Create filtered financial reports to accommodate reporting needs.
- Ability to track spendable balances in real time.
- Track pooled investment earnings with easy allocation to funds.
- Manage pledges, bequests, charitable gift annuities, and loans.
Simplified fund management.
Easily track and manage multiple endowed and non-endowed funds, donations, and grants in a centralized platform, streamlining financial operations and providing a clear overview of fund balances and activities.
- Customize fund groups to support your foundation’s reporting needs.
- Easily create accurate fund statements.
- Support customized admin fees and create multiple distribution types to align with your foundation’s spending policy.
- Create multiple fund statement templates all at once.
Innovative community tools.
Streamline your fundraising with our user-friendly platform. Use The Portal and The Giving Hub to improve your fundraising efforts, engage your community, and strengthen your relationships—all while staying informed in real-time. With customizable profiles and enhanced security, our tools cater to various stakeholders:
- Donors: Easily browse giving opportunities, manage recurring donations, and print tax receipts.
- Grantees: Track grant status, view relevant documents, and monitor payment schedules.
- Nonprofits: Promote funding opportunities directly to donors, update directory listings, and showcase your grant-funded partners’ work with images.
- Vendors: Manage vouchers and efficiently check payment status.
Integrations
CommunitySuite is designed to provide a comprehensive and cohesive solution for philanthropic organizations; two components of this ecosystem are Community Scholarship Lifecycle Manager and Community Grant Lifecycle Manager, tailored to streamline your scholarship and grant management processes.
When integrated with CommunitySuite, these products offer many benefits for an all-in-one solution that enhances operational efficiency and impact.
Integration Partners
Who we serve
Many qualities define a community — let CommunitySuite provide the right tools for the work you do in yours.
Community Foundations
Value the purpose-built software that prioritizes client feedback to keep pace with emerging needs like managing impact investing activities.
College Foundations
Appreciate the ability to easily manage endowments and allocate investment performance to individual funds while saving time with an all-in-one solution.
Family Foundations
Can easily engage geographically dispersed stakeholders through the convenience of an online portal to make recommendations and access fund balances.
Faith-Based Community Foundations
Value the ease of use, improved team collaboration and seamless fundraising capabilities.
What our clients are saying
Over the years, countless foundations have come to rely on CommunitySuite to help them make a greater impact in their communities. We’re proud to say that our tools and top-tier support enable our clients to focus on their missions and drive even more meaningful change.
We are in our second year of using the software, we did see some immediate efficiencies in workflow and what we can do. As we continue to learn all the features it is making our work lives easier every day. This was the best choice for our needs.”
Andrew Oosterman
Community Foundation for Kingston & Area
Adding this software has helped finance fast track our bookkeeping and turnaround very accurate reporting in just seconds each month! Integration with our CRM also provides higher level of customer service increasing our donations and long-term giving!”
Matthew Johnson
Woodbury Community Foundation