Lack of a centralized and standardized was creating significant strategic challenges in addressing key areas such as funding prioritization, employee engagement, and giving pipeline. Siloed approaches across the organization were creating inefficient and laborious processes that were taking away the organization’s ability to focus on value creation over administration.


We built out the following:

  • A system for researching nonprofit organizations, inviting them to apply, and moving them through the Grant process.
  • Online Application for grantees that feed directly into Salesforce
  • Automated alerts and reminders around Grantee deadlines, reports, etc.
  • Annual Board tracking, including Board Meeting Attendance
  • Employee Matching Portal for MCF employees to login and manage their matching requests, view their matching history, view upcoming volunteer opportunities, and view the grantee portfolio
  • Auto-generation of key documents such as Grant Contracts with e-signature, Grantee Invitations, Grantee Summary Analysis, Board Packets, etc.
  • Approval processes for grants, payments
  • Auto-batching outgoing payments for easy approval by finance


MCF was able to centralize all of their philanthropic activities including grantmaking, the employee giving and matching program, volunteering opportunities, and board management. Providing a single source of truth for all Foundation efforts allowed MCF to see key metrics including: Total Grantmaking by Location, Program Area and Fiscal Year, Total Employee and MCF Matching by year, and Board Member Engagement.


“Staci and her team are incredible! After vetting multiple consultants it was clear that Staci would be able to deliver the most effective, efficient, and reliable customization that our foundation needed.” 

Jamie Elfenbein

Executive Director

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