Avoiding and
Solving Problems Selecting and Implementing Integrated Philanthropic Information
Systems
Presentation and roundtable discussion
Technology Affinity Group (TAG) Annual Conference - November
7, 2018
Tucson, AZ
Successful Strategies for Implementing New
Integrated Philanthropic Systems
Presentation and roundtable discussion
Technology Affinity Group (TAG) Annual Conference - November
2017
New Orleans, LA
Packing Up and Moving On(line): How to Select and
Successfully Implement the Right One for Your Grantmaking Organization
Grants Managers Network (GMN) Annual Conference -
March 2017
Hollywood, CA
Lessons Learned Implementing Grant Management
Systems: Promises & Pitfalls
Technology Affinity Group (TAG) Annual Conference - November 2016
St. Pete Beach, FL
Philanthropic Foreign
Policy: Global Due Diligence Challenges and Resources
bbcon - October 2016
National Harbor, MD
The Technology Puzzle � Managing Employee and
Grants Data
Committee Encouraging Corporate Philanthropy (CECP) 2016 Summit Conference -
May 2016
New York, NY
Lessons Learned from
Implementing a New Grants Management System
Grants Managers Network (GMN) Annual Conference -
March 2016
New Orleans, LA
Strategies and Deal Breakers for Choosing an
Integrated Grants Management System
Grants Managers Network (GMN) Annual Conference -
March 2015
Washington, DC
Selecting and Implementing Cloud-based
Services with your Integrated Foundation Information System
Technology Affinity Group (TAG) Annual Conference -
November 2014
Miami, FL
Selecting and Implementing Hosted Cloud-Based
Integrated Foundation Information Systems
Grants Managers Network (GMN) Annual Conference -
March 2014
San Diego, CA
Cloud Computing: How to Select & Migrate to a
Fully Web-Based Integrated Foundation Information System
Technology Affinity Group (TAG) Annual Conference -
November 2013
Austin, TX
Strategic Planning for
Your Next Generation Integrated Foundation Information System
MESC - October 2013
Denver, CO
An Overview of
International Grantmaking and Key Trends
MESC - October 2013
Denver, CO
Packing Up and Moving On(line): Selecting and
Migrating to a Fully Web-Based Information System
Grants Managers Network (GMN) Annual Conference -
March 2013
St. Petersburg, FL
Digital Dashboards: Best Practices and Lessons Learned
Grants Managers Network (GMN) Annual Conference -
March 2013
St. Petersburg, FL
Selecting & Implementing Integrated Grants
Management Systems in 2012: Promises & Pitfalls
Technology Affinity Group (TAG) Annual Conference -
November 2012
Monterey, CA
Integrating GIFTS with
External Services to Streamline Your Grantmaking Operations
MESC - October 2012
Baltimore, MD
Making International
Grants
MESC - October 2012
Baltimore, MD
Digital Dashboards: Putting you in the driver's
seat
Grants Managers Network - New York Regional Chapter - April 2012
New York, NY
Selecting and Implementing Integrated Grants
Management Systems in 2012: The Promises and Pitfalls
Grants Managers Network Annual Conference - March
2012
San Antonio, TX
IRS Requirements: What International Funders Need
to Know
Grantmakers Without Borders - June 2011
New York, NY
International and
Culturally Sensitive Grantmaking: Cultural Contexts and Operational Mechanics
Grants Managers Network NY Regional Meeting- May 2011
New York, NY
Taking Your Programs Global
JK Group Forum - April 2011
Princeton, NJ
Giving Globally: NGOsource Update and What
Foundations Need to Know
Council on Foundations Annual Conference - April 2011
Philadelphia, PA
Key Factors in Selecting and Successfully
Implementing an Integrated Grants Management System
Grants Managers Network -
January 2011
New York, NY
Latest Trends in Integrated Grants Management Software and
Services
Grants Managers Network New England Regional Chapter -
October 2010
Boston, MA
Establishing a Centralized NGOsource Repository
of Equivalency Determination Information on Non-U.S. Based NGOs
Council on Foundations Annual Conference - April 2010
Denver, CO
What�s New in Grants Management Software and
Services
Grants Managers Network Annual Conference -
March 2010
Baltimore, MD
Establishing a Centralized NGOsource
Repository of Equivalency Determination Information on Non-U.S. Based NGOs
Grants Managers Network Annual Conference - March 2010
Baltimore, MD
Equivalency Determination
and the Centralized Repository
Council on Foundations - December 2009
Webinar
What�s New in Grants Management Software?
Technology Affinity Group (TAG) Annual Conference -
November 2009
San Antonio, TX
Grants Management Software: Choosing the Right Integrated System for Your
Company and Corporate Foundation
Associated Grantmakers - October 2009
Waltham, MA
Creating and Publishing Interactive Maps and
Charts of Your Grant Information: Seeing Trends and Making Better Decisions
Grants Managers Network Annual Conference - March 2009
Denver, CO
Centralized Repository of Information on Non-U.S.
Based NGOs: Project Status Report
Council on Foundations International Committee - March 2009
Washington, DC
Interactive
Maps and Charts for Grantmakers
Grants Managers Network Regional Conference - November 2008
New York, NY
Centralized Repository of Information on Non-U.S.
Based NGOs: Project Status Report
Grants Managers Network Regional Conference - November 2008 / March 2009
New York, NY / Denver, CO
Knowing Your E-Sources: Online Resources for Grantmakers
Technology Affinity Group (TAG) Annual Conference - November 2008
Miami, FL
Best Practices in Using Technology to Improve and Streamline Your Grantmaking
Operation
Conference of Southwest Foundations -
October 2008
Dallas, TX
Key Trends and Effective Ways to Leverage Technology for Your
Corporation
Council on Foundations Philanthropy Solutions Corporate Grantmaker
Roundtable - October 2008
Dallas, TX
Knowing Your E-Sources: Online Resources for
Grantmakers and Grantseekers
MicroEdge Solutions Conference - October 2008
Las Vegas, NV
Establishing a Centralized Repository of
Information on Non-U.S. Based NGOs: A Progress Report
Council on Foundations - May 2008
Philanthropy's Vision: A Leadership Summit
National Harbor, MD
Knowing Your E-Sources: Online Resources for Grantmakers
The Southern California Regional Grants Managers Network - April 2008
Woodland Hills, CA
An Overview of Online Information Resources for Grantmakers and
Grantseekers
Grants Managers Network (GMN) Conference - April 2008
Chicago, IL
Things You've Always Wanted to Do with GIFTS But Didn't Know That You
Could
MicroEdge Solutions Conference - November 2007
Miami, FL
Simplifying Cross-Border Grantmaking: A Briefing and Discussion for
International Grantmakers
Council on Foundations 58th Annual Conference
Washington State Trade & Convention Center - April 2007
Seattle, WA
Centralized Repository of Information on Non-U.S. Based NGOs - Feasibility Study
Report
Council on Foundations International Committee - March 2007
Washington, DC
Best Practices in Using Technology to Improve and Streamline Your Grantmaking
Operation
Associated Grant Makers Corporate Philanthropy Conference: Smart -
Simple - Strategic
Babson Executive Conference Center - March 2007
Wellesley, MA
Key Trends and Innovative Ways to Leverage Technology for Your Foundation
58th Annual Conference of Southwest Foundations - October 2006
Tamaya, NM
Best Practices in International Giving
MicroEdge Solutions Conference - October 2006
Las Vegas, NV
Introduction to Grants Management at the King Baudouin Foundation: Implementing an Integrated Multilingual System
European Foundation Center Conference - May 2006
Brussels, Belgium
Grants Management Software: Choosing the Right Integrated System for Your Foundation
Council on Foundations Annual Conference - May 2006
Pittsburgh, PA
Grantmaking in the Age of the Patriot Act � Best Practices and Compliance
Tips
Council of New Jersey Grantmakers and New York Regional Association of
Grantmakers - February 2006
Teleconference Seminar
Technologies that Enable Knowledge Management
Technology Affinity Group (TAG) Annual Conference - November 2005
Princeton, NJ
Technology and Community Foundations: Strategic Planning for Today and Tomorrow
Community Foundations Annual Conference - October 2003
Baltimore, MD
Key Trends and New Technologies for Grantmakers
Advent/MicroEdge Conference - September 2003
New York, NY
Best Practices in Nonprofit Use of Technology
Rasmuson Foundation sponsored presentation - September 2003
Anchorage, AK
New Trends in Technology for Grantmakers
Philanthropy Northwest Annual Conference - 2003
Anchorage, AK
Effectiveness Through Information and Technology
Associated Grant Makers (AGM) - June 2003
Dedham, MA
Broadening Communications: Redesigning Your Web Site To Reach Diverse Constituents
Council on Foundations Annual Conference - April 2003
Grants Management Software: How to Manage Your Existing System in the Midst of Product and Market Changes
Council on Foundations Annual Conference - April 2003
Technology and Community Foundations: Strategic Planning for Today and Tomorrow
Community Foundations Fiscal and Administrative Officers Group (FAOG) - January 2003
Online Grant Applications: Lessons Learned by Early Adopters
Advent/MicroEdge Conference - November 2002
Accessing Your Network and GIFTS Remotely
Advent/MicroEdge Conference - November 2002
Technology and Nonprofits: How Grantmakers Can Help
Ohio Grantmakers Annual Conference - October 2002
Harnessing Technology to Your Advantage
Duquesne University Leadership Institute and Grantmakers of Western Pennsylvania
Nonprofit Summit 2002: Building Your Assets to Thrive in the 21st Century - May 2002
Technology - Not Another Program Area, But a Tool to Enhance and Strengthen the Programs That Your Foundation Supports
San Diego Grantmakers Conference - May 2002
Telecommuting - Teleworking: Is it a Practical Option for You?
Council on Foundations Annual Conference - May 2002
Selecting and Managing Information Technology Consultants
Council on Foundations Annual Conference - May 2002
Grantmakers On-Line: Using Web-based Technology to Advance Your Mission
Ohio Grantmakers Annual Conference - November 2001
Teleworking - Opportunities and Challenges
Advent/MicroEdge Conference - September 2001
Improving Your Grantmaking: Investing in Technology
Jewish Funders Network - March 2001
Optimizing Your Technology Investment
Association of Small Foundations - November 2000
Best Practices of Grantmakers Using the Web to Streamline their Operations and Enhance their Giving Programs
National Institute for Government Innovation Grant Summit 2000 - November 2000
How New Technologies are Likely to Affect Philanthropy in the Coming Decade
The Foundation Center - October 2000
Looking Back to Plan Ahead
The Council of Michigan Foundations 28th Annual Conference - October 2000
Best Practices of Grantmakers Using the Web to Streamline their Operations and Enhance their Giving Programs
The Performance Institute, 2000 National Summit on Online Grants and E-Philanthropy - July 2000
E-Philanthropy: Online Grant Applications
Council on Foundations 50th Annual Conference - May 2000
Hard Choices in Software: Current and Future Grants Tracking Systems
Council on Foundations 50th Annual Conference - May 2000
A 21st Century Perspective - Grantmaking in the New Millennium
Contributions Council of the Conference Board - February 2000
Using Web-based Surveys
Communication Network and Technology Affinity Group - December 1999
Configuration and Optimization of GIFTS for Windows on your Workstation and Network - Helping Your MIS Support Specialists to Help You
Advent Software Fall Conference - September 1998, May 1999, September 1999
Technology Planning and Management for Year 2000 and Beyond
Contributions Council of the Conference Board - September 1998
Gift Administration Services - "To Outsource, or not to Outsource . . . that is the Question"
Contributions Council of the Conference Board - September 1998
Technology Grantmaking and the Nonprofit Community
Council on Foundations 49th Annual Conference - April 1998
Forum of RAGs Workgroup Conferencing System
Forum of Regional Association of Grantmakers - February 1998
Information Technology Utilization - Survey Results and Implications for Grantmakers
Grantmakers of Western Pennsylvania Conference - June 1996
Achieving Program Goals Through Communications: A Look at the Internet and Other Tools
Council on Foundations 47th Annual Conference - April 1996
Future Directions of Information Technologies for Corporate Foundations and Giving Programs
Contributions Council of the Conference Board - February 1996
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