Community Foundation Data Integration

Addressing ‘foundational’ data integration needs

Community Foundations and foundations that exist to support membership organizations, associations, and the needs of specific constituencies have data challenges on both sides of the equation: the contributions and the distributions. Not only has electronic giving exploded, resulting more and more new donor, gift, and fund information coming into your main CRM system from online sources, but all of that donor-based revenue data has to make its way to your general ledger – expediently and accurately. And, on the distribution side, for many foundations there’s the challenge of getting grant disbursement data quickly and properly recorded on the GL.

Omatic integrations, powered and secured by Omatic Cloud, offer solutions for both getting detailed donor and donation data into your main CRM database, and getting data out of your database and over to your accounting system. Let us help you eliminate redundant data entry, reduce errors, and ensure that financial statements are both reconcilable and timely. You – and your donors and other stakeholders – will be pleased with the outcomes.