Integrated Foundation Information System Hosted Service Providers and Software in North America – 2013

Delivered New Products, Vendor Active GM GM Currently Available Features and Services Supported Types of Hosted / ASP Technology (Year of first grant Clients on Product and Supported added in 2011 and 2012 Interoperability Clients Service Platform(s) software or service) 1/1/2013 Staff Products / Services (In multiple client with Other Applications production in 2012) 20 Easy- 32 staff Medium-to- Easygrants® (EG) Easygrants • Microsoft Word Easygrants is Web Browser grants large − Program Planning & − System performance • Microsoft Excel offered as user interface for clients foundations Management enhancements for faster • Microsoft Outlook licensed all systems. end user response time and enterprise Supports all Federal & − Fund Source Tracking • Microsoft 73 software with major web Altum State − Application increased scalability SharePoint proposal- − Expanded Review Module optional browser (1998) government − Review (internal and/or • Foundation Center CENTRAL to simplify meeting planning hosting or as platforms: agencies external; individual & eGrant Reporting clients and attendance tracking; a SaaS Internet 877-GO-ALTUM Biomedical committee/panel) • 703-657-8299 and scoring and evaluation Report Writers service Explorer, grantmaking − Grantee Financial and www.altum.com 26 configuration flexibility and Business Netscape, organizations Progress Reporting Intelligence Federal − Added more standard data proposal- Opera, Firefox, − [email protected] clients Grants Management forms with increased form, Software (e.g., CENTRAL & Safari – on using PC, − Contact Management task and workflow Crystal, Cognos) is a SaaS Macintosh, • 12100 Sunset Hills Rd EG and − Risk Management configuration flexibility Custom links to service Windows, and Suite 101 other − − CRM and communication accounting Linux/Unix Altum Workflow Configuration Reston, VA 20190 − enhancements systems clients grant Workload Management − Added Risk Mgt. module • Custom links to related − Integrated Document − LDAP Active Directory compliance Architecture is solutions Management (SharePoint) integration for enterprise verification predominantly − Queries, Reports, single sign-on support service(s) Microsoft-based 5 non-US Dashboards, BI • Custom links to technology – clients proposalCENTRAL CRM systems, .NET, IIS web (1 PC, 4 server, SQL proposalCENTRAL® (PC) − Staff portfolio management internal EG) Server − − More built in reports authentication Application database, − Additional user roles and systems, and − Review SharePoint permission management website content − Progress Reports document − Customizable e-mail • Web services for − Grants Management management. templates and merge codes interoperability − Contact Management − with grant and Enhanced financials with Interfaces via − Queries & Reports ERP systems carry-forward and budget open standards:

change tracking .XML; Web − Altum Query Module ® Review process services; SOAP improvements - broader flexibility of evaluation Altum Financial Management forms; streamlined and Costing Applications navigation for reviewers, (based on Infor Performance and robust data and reports Management ) for review process analysis − Increased audit control of Mobile Applications and reviewer confidentiality and website re-engineering for conflicts of interest mobile device support − Streamline online application support for “by invitation only” programs

13 U.S. 3 staff Private Common Grant Application • Provide custom grantmaker Data can be Our hosted The service is grant- foundations grant management system and videos to teach imported from and ASP service based on LAMP making Public online application grantseeker’s and exported to other in Dallas is (Linux, Apache, Common Grant clients foundations evaluator’s how to use the applications using backed up to MySQL, PHP) Application system. CSV, Excel files. another technology but Family • offsite facility all a user needs (2008) Additional types of foundations every to use the evaluation matrices. Encoded links to Community • GuideStar and other evening service is a Web A project of Allows grantmakers to foundations charity checking browser (since it Oceanpeak, Inc. require grantseekers to sites. is an ASP Giving circles provide the name and other service). (310) 451-7520 information about their info@commongrantap grantmaker sponsor. Built-in support of • We explicitly plication.com Automatically update Foundation Center support Internet www.commongrantap application with information eGrant Reporting Explorer 4.0 and plication.com from IRS Master Business later, Firefox 1.0 File. and later, Safari 530 Wilshire Blvd, • Now being used for 3.0 and later. Suite 207 scholarship and product We have not had Santa Monica, CA donation programs. any reported 90401 • Grantseekers can now upload or link video, audio issues with

Delivered New Products, Vendor Active GM GM Currently Available Features and Services Supported Types of Hosted / ASP Technology (Year of first grant Clients on Product and Supported added in 2011 and 2012 Interoperability Clients Service Platform(s) software or service) 1/1/2013 Staff Products / Services (In multiple client with Other Applications production in 2012) or image files as part of the Chrome and application or grant report. Opera. We also • In addition to our own test against document management we tablets. now support Google Docs and Google Drive. • Display geographic location of the grantseeker organization and program. • Support quick response (QR) code in printed applications to allow easy return to online application. • Specify types of questions and maximum answers are configurable. • Grantmaker can upload grant report templates to be used by the grantseeker. • Additional contacts on the application. • Improvements to layout and organization of pages. 24 total 50 U.S. State • Grantium™ Enterprise • WCAG 2.0 Level AA Grantium™’s Back Grantium™ is Fully Web based clients grants and Federal Grants and Scholarship compliance for front office Office provides offered as using Java EE staff Government Management Software portal extensions points for Licensed development o Front Office – public • Multi-column reference integration with a Enterprise platform Canadian rd CSDC Systems 10 U.S. 160 Provincial and facing applicant portal table lookups wide variety of 3 Software clients total • party software, With optional Major Web (1988) Federal accessible via web Bulk evaluation staff • subscription services SAS-70 browsers Government browser to where External reviewer portal 14 • and databases. approved supported (888) 661-1933 applicants find funding Enhanced audit capabilities Canada Municipal hosting Include: www.csdcsystems.co opportunities, register • Import from Excel clients Government API’s are included services in IE 8.0,9.0 m profiles, submit • Advanced project Large as part of core both the U.S. Firefox 5-15 applications, receive evaluation, scoring, and foundations Grantium™ software and Canada Safari 5.1 d.mallory@csdcsyste status updates, receive ranking and permit bi- Chrome 10-19 ms.com Scholarship notifications and • On-demand post award directional exchange organizations correspond with project submissions of data via web Application 1705 Tech Avenue Banking staff • Segregated user services and XML. Server - Suite 1 organizations o Program Office -all management Commonly Deployable with Mississauga, ON L4W functionality required by • Front Office groups and supported any J2EE 1.4 0A2 program staff to support registrant security integrations include: compliant Offices in: grant and scholarship • Support for parent and • Grants.gov application Ft. Worth, Ottawa, program administration associate applicants including: • Data warehouses, server Washington, Toronto, • Ability to define brand/style − 3rd party reporting Vancouver Intake templates to Front Office tools, Business (In early 2013, − Evaluation portal intelligence Grantium will Solution partners: − Award software (e.g. move to a Java CGI Federal Solutions − Project Monitoring Crystal, Cognos) 6 EE platform) Deloitte − Project Closeout • Authentication Hosting.com Managed o Reviewer Portal – Database Server

Delivered New Products, Vendor Active GM GM Currently Available Features and Services Supported Types of Hosted / ASP Technology (Year of first grant Clients on Product and Supported added in 2011 and 2012 Interoperability Clients Service Platform(s) software or service) 1/1/2013 Staff Products / Services (In multiple client with Other Applications production in 2012) Hosting provides a portal for integration toolkit - Certified with reviewers and subject LDAP & Active Microsoft SQL matter experts that are Directory Server 2008 and external to the program • Financial System Oracle 11gR2 office organization integration toolkit o Back Office – provides i.e. SAP, Grantium™ extension points for Momentum, includes a built- integrations and PeopleSoft in Data Mart customizations • Document Builder • Grantium™ Business Management component to Intelligence Integration toolkit transfer Grantium™ data o Standard reports • Custom scoring into a format for o Professional custom and evaluation reporting for reports algorithms storage in the o • Ad-hoc reports XML-based data Grantium™ Data o Dashboards import from legacy Mart systems 300+ 65 Foundations: CyberGrants Grants CyberGrants provides its • Any commercial 100% Hosted Enterprise-class U.S. Corporations: Management System additional software capabilities accounting or HR platform Oracle platform clients • Online prequalification, to all clients as features of its system with Corporate Hosting facility application submission and grants management and abilities to import Oracle 11g foundations data. (NaviSite) (database, CyberGrants impact reporting employee giving systems. and giving SSAE 16 reports) (1999) • • Microsoft Office programs Automated proposal routing certified Sun Solaris 10 • Single Sign-On and approvals • One-click ad hoc reporting (OS) (978) 824-0300 Government (SSO) integration • Role-based dashboard and • Portfolio summary reports, CyberGrants www.cybergrants.com tools such as Private graphics display charts and graphs SSAE 16 SOC Supported PingFederate, philanthropies • Automated payment exportable to PDF 2 Certification browsers: [email protected] SiteMinder processing, check cutting, • Sandbox/Push-to- in process IE 7+ m • Integration with bank account management Production environment (4Q 2013 Firefox 3.6+ other systems /fund stewardship • Role-based dashboards estimated) Safari 5+ 300 Brickstone (commercial and • Ad hoc reporting, scheduling • Mobile application and Chrome Square, Suite 601 native) via feeds, • Correspondence Andover, approvals. API’s, etc available Massachusetts 01810 management • Enhanced Employee Giving as custom UI development CyberGrants Employee Giving • Bank account stewardship • Foundation Center Platform and fund disbursement eGrant reporting • Global matching Programs (available optional service) • ACCP grant (including cash, in-kind, reporting (in foreign currency) development) • Disaster Relief/Special Event matching programs • Volunteer Grant/Dollars-for- Doers • Payroll deduction programs (including UW, PAC matching) • Credit-card donation • Volunteer event, enrollment and roster management

State grantors, organizations that Word, Excel, CSV technologies Dulles governments, give away grant money on a • New Scheduled Payment • Data can be competitive and formula Process - Staff can define a imported or Most relational Technology Local basis. global schedule for a single exported via XML database Partners Inc. governments program, for example to gateway or flat file management (DTPi) Cities • WebGrants Subscription pay a grantee $1,000 per • Capable of doing systems are (1999) Universities product is intended for month for the next 12 OFAC lookups supported months. WebGrants will • including: Foundations smaller grant giving Integration with 703-623-2128 organizations. For automatically setup these financial and/or MySQL, Oracle, www.dullestech.com Research organizations that give away payments in advance and automated SQL Server, organizations less than $5,000,000 per process them when the payment systems DB2, etc. [email protected] year scheduled pay date arrives. possible

• WebGrants supports both • Integration with Most server OS 817 Larch Valley Ct. built-in and ad-hoc reports. central security including: Leesburg, Virginia Ad-hoc reports are service (LDAP, Microsoft 20176 designed and created by Active Directory, Windows, Mac, your staff. Reports can be etc.) possible UNIX, Linux, etc. exported to Excel, Word, • Most application PDF, HTML and CSV servers supported Web browsers formats. including: JBoss, supported • WebGrants comes with Weblogic, iPlanet, including: powerful system WebSphere, etc. Internet configuration tools that Explorer, allow your staff to Firefox, Safari, extensively customize and Opera, Chrome, configure your system. etc. Your staff can create new forms, edit existing forms, Most web add fields to forms, create servers drop downs, configure supported email alerts, add new including: programs and agencies, Apache-Tomcat, and create new security iPlanet, etc. roles. 42 total 13 staff Private • Fluxx.io - cloud based • Native iOS app for iPad and • Excel data export Fluxx.io is Rails 3 and clients foundations grants management iPhone • Auto feed to cloud-based MySQL on the Community platform (Grants • Browser-based Foundation hosted server side. 35 U.S. foundations Management, CRM, compatibility for tablet and Center’s eGrant application, jQuery on the Workflow Engine, phone viewing Reporting via running on frontend. Fluxx clients Non-Profit Budgeting, Scenario • hGrant standard the AWS formerly Solpath organizations Enhanced visualizations Planning, Reporting, • • platform. Cross-platform (2010) 7 Intl. GeoTree and Google Map GuideStar Charity Corporate Visualizations, Document integrations Check and web-based. clients foundations Management) • Google authentication and • OFAC Supports www.fluxx.io Medical Google Docs integration • Microsoft Chrome, Firefox

Research • “Fluxx Labs” offers • Universal Search Exchange/Active and Safari. [email protected] Government consulting services to help • Workflow Engine Upgrades Directory Windows and Agencies streamline and automate • Grantee Portal Upgrades • Salesforce Twitter @jasonricci Mac clients also critical path process flows in • Signals internal social • NetSuite real-time (855) 358-9946 grants management – from available for

Delivered New Products, Vendor Active GM GM Currently Available Features and Services Supported Types of Hosted / ASP Technology (Year of first grant Clients on Product and Supported added in 2011 and 2012 Interoperability Clients Service Platform(s) software or service) 1/1/2013 Staff Products / Services (In multiple client with Other Applications production in 2012) initial request all the way network sync viewing outside 567 Sutter Street through disbursement and • Email Queue • Intacct real-time of web browser. San Francisco, CA reporting. • Digital Signatures and sync 94108 Approvals • MailChimp iOS app • Automated OFAC Checks • Docusign available in • Bulk Record Updates • Import/Export to Apple App Store. • Multi-Currency support with any financial live feed integration for system Android app exchange rates • API/SDK allows coming soon. • Drag and Drop Form and integration with Workflow Builder any system or • Custom “Dynamic Cards” service allows tracking of any • Microsoft Office structured data within Fluxx • External and Internal Reviewer Portal • Advanced Roles and Permissions Management 420 total 17 Family • Grant Lifecycle Manager • 19 upgrade releases in • Mail merge to ASP All Web browser clients FTEs foundations v3.2(GLM) 2011-2012 (each release Microsoft Word standard for interface (14 full- Private • FaxToFile optional add-on includes new features, • Export data to all clients supporting time + 7 foundations • GuideStar Charity Check technical refactoring and CSV/Excel Internet Explorer 414 U.S. part- Web Service optional add- bug fixes) • Generate reports Firefox, Chrome Community • clients time) on Additional batch process in Word, Excel, and Safari on foundations desktop, tablet • Custom Reports capabilities including PDF, HTML 6 Canada Arts & and smartphone • Decline and Close formats clients Humanities Custom PrintPackets • platforms Foundant Enhanced PrintPacket • CSV data funders • Migration/Import of functionality for key reports exports used as Technologies historical data optional Hosted MySQL Corporate such as Application, import source for (2007) professional service database Giving Organization Summary, etc. financial systems • backend Programs Ability to customize such as FIMS 877-297-0043 PrintPackets per client as a www.foundant.com Scholarship • Web Service professional service Organizations connection to • Complete replacement of [email protected] Research & GuideStar reporting technology for Fellowship Charity Check for building ad hoc & saved P.O. Box 11888 automated Industry reports Bozeman, MT 59719 lookup via EIN Associations • Ability to customize reports • Built-in support of on a per client basis as a Foundation professional service Center eGrant • Improved contact tracking Reporting with separate details for • applicant, executive and Import historical organization data via Excel template • Auto-save of draft • applications for applicants Special tool for • Archiving of old online import of forms and workflows historical data • Optional display of request from GIFTS status for Applicants databases

Delivered New Products, Vendor Active GM GM Currently Available Features and Services Supported Types of Hosted / ASP Technology (Year of first grant Clients on Product and Supported added in 2011 and 2012 Interoperability Clients Service Platform(s) software or service) 1/1/2013 Staff Products / Services (In multiple client with Other Applications production in 2012) Grant and Financial reports • Enhancements to lists to expand/collapse groups, new filtering options and the ability to save defaults views 70 U.S. 24 staff Community • GrantedGE • Enhanced scholarship • Microsoft Word Licensed Windows 32-bit, clients foundations • “Proffer” Online processing • Microsoft Excel Enterprise 64-bit servers • Corporate • SPECTRUM integrated Online application review • Microsoft Outlook Software Windows XP, foundations back-office and online and evaluation • Microsoft Vista, Win-7 Fusion • Enhanced Reporting Running VB.Net Private • Gemini (small foundations) Reporting Laboratories • Advanced Workflow Services either on MS SQL Server foundations • IT Assessments and (2004) • Processing of Grant Loans • Adobe PDF client servers 2000, 2005, Faith Based Strategic Planning • User Defined Field forms or via 2008 • Custom Software and Web 214-739-5454 foundations Calculations • GuideStar Terminal Support Development www.GrantedGE.net Philanthropic • Enhanced Designated • Crystal Reports Services and standard • Managed Services (hosting) Citrix on browsers incl. www.Fusionlabs.net Service Grants Processing • Blackbaud hosted IE, Firefox and Providers • Fully integrated Raiser’s Edge Fusion Labs Safari [email protected] online/back-office product • Blackbaud or Blackbaud • Enhanced processing of Financial Edge servers 5420 LBJ Freeway encumbered grants. • Blackbaud Suite 850 • Improved imports of funds, NetCommunity Dallas, Texas 75240 constituents, grants... • QuickBooks • Creation and publication of • Built-in support of online applications Foundation including HTML edits. Center eGrant Reporting 8 clients 2 staff Any GivingData is an add-on data • Pre-GIFTS grants data • Turnkey GIFTS Cloud hosted Microsoft .NET MicroEdge service solution for MicroEdge management for early integration or on- and Microsoft GIFTS client: GIFTS and GIFTS Alta. stage/thinking grants fully • GIFTS document premise SQL Server. installation. Private • Dashboard (grant approval integrated with GIFTS data. integration. • No software to foundations and payment tracking for Integrated Grant Approvals • Data Integration and Payment Dashboard. install. Entirely Family executive, program, grants Services – GivingData • Outcome measurement browser-based. foundations management, and finance Foundation (2009) views. teams) Center hGrants Philanthropic • Percentage allocation iPad and Tablet (617) 500-3399 • Budget Manager (budget and U.S. Census. advisors reporting. support. www.givingdata.com tracking fully integrated with • Link to GuideStar. • Map views and full grantee the Dashboard module) • SharePoint geocoding. [email protected] • • Export to Excel Visualizer (interactive, • Quarterly and monthly visually rich reporting • Custom data PO Box 300736 dashboard views. engine) • integration with Boston, MA 02130 User management and • Custom GIFTS Reporting roles based permissions. accounting platforms. Module • Exportable charts • Grants Publisher (publish GIFTS data to the Web) • Professional services including third party software and data

Includes foundations Management (50 on the new Mission.do • Import/Export via solution on 2 state- platform and 9 on the older GDG’s User Interface Family • GDG Volunteerism CSV, XML, txt level Intuit platform) Mission.do and programming Tracking • CSV data affiliate foundations • platform done using native • GDG Matching Gifts New easier to use applicant exports to FIMS, Mission.do Good Done systems Corporate • and reviewer portals GIFTS, interface. with 96 foundations GDG Sponsorship Tracking TRUSTe Great • Advanced customizable Blackbaud Com- Cloud (2009) workflows for managing the (RE/FE/GE), Technology munity Certified entire philanthropy process other financial enhancements Found- and Comodo 855-DO-GOOD5 • Support for grants to and/or 3rd party can be done with ations HackerProof (855-364-6635) individuals systems simple www.gooddonegreat.c Certified • Various review process • Built in JavaScript. om options for private and integration with

family foundations to meet Grantr.com for Support all major 2910 N 28 th St. any workflow in addition to IRS verification browsers (IE, Tacoma, WA 98407 volunteer reviewers • Firefox, Chrome, Free and open API for Safari, integration with Konqueror, etc.) any other software

70 total 30 staff Corporations GrantRight® Grant • New easier-to-use • Solutions for SAP, Hosted ASP Web-based clients and corporate Management Technology Management Interface EZ Buy and solution only. application only foundations layout Oracle with data • Dynamic multilingual 63 • Weekly “to do” lists sent to • IRS charity Secure class transmitted application forms with Canada users automatically database A data centre using 1024-bit different streams (e.g. clients • Summary charts • in Toronto, Secure Socket events, projects, signature UK charities • Improved application form database Canada Layer (SSL) GrantStream 3 – U.S. programs, etc.) encryption engine • Canada Revenue (2000) + multiple • Dynamic status notifications Agency database U.S.- to applicants Runs under Planned for 2013 905-339-3852 based • Notification and auto- • Enhanced evaluation and Zend® Server www.grantstream.com users assignment of post-project measurement (Apache+SSL regional/business unit users • New workflow management 2.2.x, and PHP [email protected] 3 – UK for recommendations, tool 5.x), an decentralized approval enterprise PHP 1540 Cornwall Road 1 – platform on Red • Suite 204 Nether- Simple-to-use Management Hat Enterprise Oakville, Ontario lands Interface for evaluation, Linux, with a CANADA decision-making, approval Microsoft® SQL workflow, flexible reporting Server® 2008 • Auto-follow up for post- running on project evaluation Windows Server® 2008. MatchRight® Employee

Engagement Programs Supported

interface (back Custom applications forms; end): Configurable Management • Internet Interface. Explorer version 7.0+. More 149 Private • GIFTS 6.4 GIFTS 6.4 GIFTS / GIFTS Alta GIFTS, FIMS GIFTS and than staff foundations • Essential GIFTS 6.4 • Improved email • Microsoft Word and Essential GIFTS 2,400 Corporate • GIFTS Optional Modules correspondence 2003-2010 Foundation - VB running on clients foundations − GIFTS Plus Pack Core • Flexible searches • Microsoft Excel Power all Windows − MyGIFTS • Improved reviews with 2003-2010 licensed 2000/XP/Vista/ MicroEdge, LLC 200+ Family software Windows 7 foundations − Internet Grant Application ReviewerCONNECT • Microsoft Outlook (1985) int’l • Available in Module (IGAM) Percentage coding (MAPI, SMTP) in 30 Operating • Hosted for: Microsoft − ReviewerCONNECT Add secondary staff to • GuideStar 800-899-0890 different foundations Requests Access, − Matching GIFTS • Foundation Center www.microedge.com countries Community IGAM, Microsoft SQL − Volunteer GIFTS eGrant, hGrant foundations GIFTS Plus Pack 5.2 DonorCentral Server and [email protected] − reports Document Manager • Search for requests by , Oracle server Financial − • AP Module IGAM application ID Canada Rev FIMS databases 619 West 54th Street, institutions Agency − Branch Security • Set default matching Host*Net, New York, NY 10019 Attorneys / • − Budget Module options Windows 7 SP-1, FIMS CRM, Web browser CPAs interface for − Customizer • Assign Secondary staff Windows XP SP-3 Service − • Microsoft SQL GIFTS Online IGAM and Announced 10/1/2009 Import Module members Bureaus • Server 2012, Reviewer acquired by Vista Equity − Reviewers Module Attach printed letter 2008, R2, Exp, AngelPoints CONNECT – Partners. Research − Check Writer templates 2005 SP-3, Oracle supporting www.vistaequitypartners Organizations − Foundation Center • Search for Secondary Tax 10g, 11g Internet .com Religious and Export Tool Status Explorer, Safari, • • Citrix XenApp 6 University − Divide payment amounts and Firefox Minority equity System Developer’s Kit • Endowments equally Windows Term all with SSL investment in 12/2012 (SDK) that’s an API Server 2008, SP-2 Government by Bregal Sagemount − GIFTS Alta 1.5 (1Q2013) • grantmaking IGAM 5.0 Crystal Reports X, GIFTS Plus Pak www.bregalsagemount. − • Improved formatting XI com agencies GIFTS Alta Blueprint - .NET capability, flexibility for • (1Q2013) Great Plains 11, forms Additional R&D, • GIFTS Online 4.0 Quicken, GIFTS Online • Deactivate forms @ service and support (1/17/2013) QuickBooks, SAP, − Microsoft date/time AccPAC Plus, offices in: − Online applications and Silverlight, VB/ • Provide grantees with more Acuity, Blackbaud reporting .NET, info – request, reporting, AP, Microsoft

− • Improved searching, Quick Firefox with FIMS CRM GIFTS Online − Find, Complex, Saved and SSL IGAM Grants • Microsoft Word Pinned searches − IGAM Scholarships 2003-2010 Percentage coding FIMS - Progress − FIMS Online Fundraising • Microsoft Excel − FIMS Host*Net and GIFTS Online 2.7 – 3.3 2003-2010 Foundation Safety*Net • Improved User interface, • Silverlight Power – − AP and GL simplified navigation, ease • IE 8, 9, Firefox for PowerBuilder/ − Scholarship Management of use Windows & Mac, Sybase − Pledge, Donor Relations • Customizable dashboards Chrome, Safari for AngelPoints – & Gift Management • Carry branding throughout: Mac − Java/HTML/Tom FieldMaker portal & forms • Adobe Reader cat,/MySQL on − Pooled Investment • Provide applicant with more • iPad Linux Allocation info – request, reporting, • Win 7, Office 2012 Actuate − Stock Gifts and payment requirement for reporting − Donor Advised Fund • Create and edit letter SP1 − FIMS Chart It templates • Web service API • − Financial Institution Quick Find and Complex for A/P processing Interface Import Tool searches • (with AST Trust Co.) Batch updates GIFTS/ GIFTS Alta/ • • FoundationPower™ Integrated Tax Status and GIFTS Online Watchlist checks Custom System • Attus Tech, • Percentage coding − IGAM OFAC compliance • Code tables management − DonorCentral verification • Accounts / Payable − Portico Exec • IRS Nonprofit integration Business Master • hGrant reporting file

AngelPoints 2012.1 – 2012.9 AngelPoints updates: • • Improved workflow, Windows XP, Vista and 7 usability for setup pages • • Causes, Skills, Group IE 6, 7, 8, 9 Categories • Firefox • Full Accessibility for • Volunteer Canada Disabled Users • Idealist.org • Enhanced interface • CECP • Top 10 Organizations • File viewers • Automatically log volunteer

Delivered New Products, Vendor Active GM GM Currently Available Features and Services Supported Types of Hosted / ASP Technology (Year of first grant Clients on Product and Supported added in 2011 and 2012 Interoperability Clients Service Platform(s) software or service) 1/1/2013 Staff Products / Services (In multiple client with Other Applications production in 2012) 37 U.S. 4 staff Private • PhilanTrack® Online • Released version 2.0 of • Generate reports Hosted Web browser clients foundations Grants Management PhilanTrack (after version 1 in HTML or CSV, solution interface Corporate System release 1.17) export to Word or (SaaS) supporting 1 Intl. − • Streamlined and simplified PDF standard for Internet PhilanTech foundations Grantee management applicant/grantee • Microsoft Word all clients Explorer, (2004) Community (contact management, 501(c)(3) verification, registration process • Microsoft Excel Firefox, Safari, foundations • on both PC and activity history); Created more flexible • Adobe PDF 888-784-7268 Nonprofit reporting, both within the Mac − • Email clients www.philantech.com Organizations Online proposal system and exports to CSV, (e.g., Outlook) management (eligibility for grant, grantee, and Underlying • [email protected] quiz, tailored applicant proposal information Available technology questionnaires, complete • Added optional Foundation platform is built 1875 I Street NW, applicant information, “recommended” stage for Center eGrant in Python and Suite 500 uploaded documents); grant proposals to better Reporting PostgreSQL Washington, DC − Thorough online progress match some grantmakers’ • CSV exports can 20006 reporting (automated processes be used to import grantee email reminders, • Enhanced reviewer into other tailored grantee functionality for internal and foundation questionnaires, complete external reviewers. systems grantee information); Reviewers can view • FIMS − Dynamic report proposals, begin review, • Available API generation (summaries, save work in progress, graphs, charts, viewed return to review at later online or date downloaded/printed for • Enhanced support for trustees); international grantmakers • Improved grantmaker ability − Grantee financial to manage grantee analysis (unique grantee contacts, and track financial analysis tool interactions with grantees evaluates grantee financial health and performance) 40 clients 20 FTE Public GMS360° - Grants 2011 • Microsoft Office SaaS Clients staff foundations, • Manages full granting and • Online budgets Word, Excel and • Android who Private reporting processes • Fillable PDFs generating Outlook plug-ins Dedicated Mobile 10 in US focus on foundations • Multiple role based portals; applications and reports • Accounting - SaaS Applications 22 In the staff, community partners, • Employee Matching QuickBooks, (dedicated in beta Canada develop- Corporate reviewers, volunteers, Gift/Employee Giving Accpac, SAP servers) • Internet ing and foundations 8 in the imple- employees functionality multiple versions Explorer (7 SmartSimple Corporate Enterprise EU menting • • IRS, OFAC, CRA and HM • CRM – and up) (2003) Giving Integrated community License GMS360 Revenue and Customs SugarCRM, • Programs and building tools; surveys, (in-house Firefox email broadcast, discussion (UK) integration Siebel, NetForum • www.smartsimple.com volunteerism Install) Chrome groups • Customizable Language • Apache Axis 44 total • Safari – Government • support. based Web [email protected] staff Optional donation and Functional Agencies • Integrated research Services m volunteer management but not Research publication databases. • applications Built-in jQuery officially . funders • 33 W 19th St. New • Workflow and report Multi-currency management support supported • York, NY 10174 Universities subsystems Foundation Center eGrant • IBM FileNet • IPAD and (866) 239 0991 • On-line budgets Reporting • Foundation other tablets

• Review Panel management • Multiple location hosting, • Tomcat – 40 Kingram Place • US, Canada, Europe and Application Dublin 2, Ireland Integrated research publication databases. Africa Server 353 (0) 1 662 9236 • • Integrated CV management GuideStar Integration • MySQL – • • Track commercialization Point and Click Database outcomes, IP, patents. personalized and Server exportable list views version 5.1 • Online research project • Enhanced Outlook support • budgets Linux – emails linked directly to (CentOS) – grant and contacts from Each implementation is Operating Outlook configured from an extensive System feature set that can be mixed and matched to meet client requirements 30+ grant Not Federal, • ZoomGrants Pro • Foreign language support • Export CSV) to a ZoomGrants Users interface makers disclos- State and − grants (to organizations for international users (in wide variety of is a SaaS with ed Local or individuals) over 110) countries common software service with ZoomGrants 10,000+ Agencies • Enhanced budget form applications nothing to through any applicant − scholarships install other modern web ZoomGrants design including s Entitled − fellowships • Invoice and Payment Microsoft Word, than one line browser, (2002) jurisdictions • ZoomGrants (standard) tracking including document Excel, Access, of HTML on including SQL – as well as your website. Internet − grants to organizations attachments (866) 323-5404 • their free Explorer, Mozilla Private only Follow-up questions on www.zoomgrants.com counterparts from Includes Firefox, Opera, foundations individual applications • OpenOffice.org. 24x7 hosting, Chrome, Safari. [email protected] Enhanced Post-funding • Export to other security, and om Family Reports • grant data ZoomGrants foundations Individually customizable management backups. works well on post-funding reporting PO Box 2725 deadlines databases. any Macintosh, Faith-based Dillon, CO 80435 • Enhanced Email Message • Export to financial Includes Windows or foundations Templates accounting unlimited Linux system. technical • Enhanced customizable applications. Corporate support via reports – saved reports as phone and foundations well as on-the-fly reports email. • Enhanced internal due

Community diligence and tracking Includes foundations features • instant Optional blind reviews feature Donor • Enhanced document upgrades. advised support for different funds application stages – PreApplication eligibility,

College scholarships

Information sources : Information shown in the table above was provided to IAA in January 2013 by each grants management system vendor / service provider describing their clients, staff, products, and services as of 1/1/2013. We greatly appreciate their sharing of this information so that grantmakers can learn about services and make well informed decisions.

Some additional providers : Some additional U.S. and Canadian commercial grants management and online application vendors and service providers:

CAMT – www.egrant.org * ChesterCAP – www.chestercap.com * JK Group – www.easymatch.com PowerOFFICE – www.poweroffice.info * Stellar Technology Solutions - www.stellartechsol.com WESTAF – www.westaf.org * WizeHive - www.wizehive.com

* Vendor with significant market share invited to share their information but declined to report Ver.19 - Last updated February 26, 2013