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Using IGAM for Online Applications
Two Foundations Discuss Their Process

For both the Fannie Mae Foundation and the Helen Bader Foundation, the most fundamental goal of gift giving is to advance the well-being of people and to promote successful relationships among family members and the community.

To help achieve this goal, these two foundations, within the last year, have implemented MicroEdge’s Internet Grant Application Module, or IGAM, a product that enables GIFTS software users to employ the power of the Internet to receive grant applications and communicate more efficiently.


Already, since December 2000, Fannie Mae Foundation has received more than 300 online applications, more than half of all applications received to date.

Released in the spring of 2000, IGAM was designed to make the grants process easier for both applicant and grants administrator.

Fannie Mae Foundation
Fannie Mae Foundation (FMF) -- revitalizing neighborhoods and creating affordable housing opportunities for more than 20 years -- hopes to receive the majority, if not all, of its preliminary applications online by 2002. Already, since December 2000, the organization has received more than 300 online applications, more than half of all applications received to date.

For Specialist in Grants Management Jamie Holtzclaw, some of the grants FMF has given of which she is most proud

Fannie Mae Foundation
have been those awarded to organizations that help non-native speakers of English. These grants focus on helping individuals develop English language skills as they learn about personal finance and the complex process of securing a mortgage. “It’s difficult enough having to navigate through the home-buying process without adding a language barrier to that,” she said. “We plan to continue awarding grants to organizations that help provide affordable housing and home-ownership opportunities to families and communities in need, grants that help people from all walks of life realize their dreams of owning a home. Being able to accept our initial letters of inquiry [or preliminary applications] online has already helped us simplify the grantmaking process and work toward our goals.”

FMF purchased IGAM in December 2000 and immediately set about implementing it. When asked if she would do anything differently if she were to go through the process all over again, she responded: “The application itself is not hard to implement. But no matter how straight-forward something is to set up, there are invariably obstacles. My advice to another organization planning to implement IGAM -- or any new technology for that matter -- would be to take the time to test your system in house before making it public. Don’t give yourself too stringent a deadline. Like anything, you need a bit of time to learn, to make mistakes, to get the system up and running.”

One of the main obstacles for FMF was its firewall -- a barrier to protect an organization’s private network resources. But Fannie Mae Foundation and MicroEdge Technical Support worked together to solve the problem.

At FMF, IGAM is used to collect and transfer information from applications submitted online into GIFTS for internal review by program staff.

Though it is too soon for Holtzclaw and her colleagues to see any sort of pattern of online versus traditional submission, they are hoping that they will receive more qualified applications from the beginning of the process. The online letter of inquiry helps weed out those applicants whose proposals do not fit the FMF guidelines -- something that saves time for both the staff at FMF and the applicants, themselves.

Helen Bader Foundation
“Within the first week of launching IGAM, we received four online applications,” said Robert Tobon, Communications Director

Helen Bader Foundation
at the Helen Bader Foundation (HBF), a Milwaukee-based family foundation that concentrates its grantmaking in Wisconsin and Israel. “That number may not seem large, but to us -- that first week of implementing a brand new tool -- it was enormous. It was one of those build-it-and-they-shall-come situations.” To date, the foundation, which awards grants primarily in the Milwaukee, Wisconsin area, as well as to children’s programs in Israel, is receiving a steady and ever-increasing number of online applications.

Before IGAM, HBF had tried to create a Web-based form that would accept online applications. “We attempted to set up a system ourselves but it fell short in many ways,” Tobon said. “With IGAM, we are assured that applications are getting through to us.” Though during the first few days of running IGAM HBF had a few Internet-connection problems, with the help of MicroEdge’s Technical Support, the problem was solved.


“Within the first week of launching IGAM, we received four online applications. That number may not seem large, but to us – that first week of implementing a brand new tool -- it was enormous. It was one of those build-it-and-they-shall-come situations.”

From the start, Tobon and his colleagues appreciated the fact that IGAM’s appearance was customizable. Organizations can choose colors and styles to make the application look more like an integral part of their Website. They can also include their logo for recognizability.

Tobon believes that the preliminary application form has already helped weed out those applicants who send blanket submissions or who do not take the time to read the specific guidelines of a foundation. Because of the simplicity of the preliminary application, the information can be fed directly into GIFTS, thus saving the grants manager time inputting or transcribing the data. “We like that the form is simple. It has all the meat and potatoes we need from a letter of inquiry. Once a proposal is approved, the applicant can then work with our program staff on completing a full application,” he said.

Already, HBF is looking forward to receiving more and more applications online. “Right now, the main thing is that applicants are on our site. They can learn about what we do, what our guidelines are, and if we are a good match. They can apply right then and there while what they have just read about us is fresh in their minds.”

Ultimately, all this “grants management” transforms into adult services designed to help frail older adults and adults with disabilities, for example; programs to help Israeli children with developmental or physical disabilities or those from immigrant families; or funds to send a local Milwaukee arts high school group to dance and perform in Scotland’s Fringe Festival. “Our grantees make a tremendous difference in thousands of individual lives, in both Wisconsin and Israel,” said Tobon: “For their benefit, we hope to make the grant application process as accommodating as possible.”

Fannie Mae Foundation
http://www.fanniemaefoundation.org


Helen Bader Foundation
http://www.hbf.org



  Client Stories
GIFTS

Abell Foundation
As one of our first clients, this Independent Foundation has been able to capture 50 years of their grants data in GIFTS.

Barclays Bank: Looking Toward a More Technical Future in Gift Giving
Read how this Bank puts into practice its belief that running a large and successful business brings with it broader social responsibility.

California Wellness Foundation: GIFTS is Good Medicine
Read how California's largest health foundation uses GIFTS to manage over $40 million in grants per year.

Cinergy
Read about a Corporate Foundation's decision to use GIFTS software versus a full ASP grants management system.

Community Technology Foundation of California Envisions "Zero Divide"
Read how this foundation is working to meet the needs of California's underserved communities for full and equal access to telecommunications services.

Great Outdoors Colorado Finds GIFTS a Solid Solution for Taming Mountains of Data and Frustration
Read how a state government agency used GIFTS to replace their Access database, centralizing and simplifying their grants management system.

Jacksonville Jaguar Foundation
Read how this sports philanthropy organization uses GIFTS to track its innovative Honor Rows programs, as well as over 1 million in cash grants.

RDV Corporation
Read about how RDV Corporation keeps grants data for 5 different family foundations separate, clear and confidential in one GIFTS database.


Essential GIFTS


Monterey Peninsula Foundation
Read how this sports philanthropy foundation streamlines their processes with Essential GIFTS

Melvin and Grace McLean Foundation
Read how Essential GIFTS Lifts the Administrative Burden Off Small Foundations


MyGIFTS


William Penn Foundation
Independent Foundation connects board members with MicroEdge's powerful web products

Jay and Rose Phillips Family Foundation
See how this Family Foundation breezes through year-end reviews with MyGIFTS


IGAM


Cinergy Foundation
Read about how IGAM helped one online Grantmaker single-handedly administer 1,500 grants per year

Cinergy Foundation IGAM Testimonial
See what one of our users has to say about IGAM

Buzzacott GIFTS User Group Launches Advisory Board
Read about Buzzacott's annual GIFTS User Group, as well as the establishment of its new Advisory Board. Using the Internet Grant Application Module for Online Applications.

Using IGAM for Online Applications
Read how the Fannie Mae and Helen Bader Foundations are using IGAM to work toward their most fundamental goals of gift giving.


ReviewerCONNECT


National Geographic Society: Discovering New Ways to Review Grant Applications
Read about how National Geographic Society brought their review process online and found success with ReviewerCONNECT


FIMS


Catholic Community Foundation
FIMS helps rapidly growing community foundation to manage large amount of funds without adding staff

The Winnipeg Foundation
See how Canada's second largest community foundation automates administration processes to effectively manage over 1,500 funds

San Antonio Area Foundation
IGAM helps this Community Foundation ease the burden on their grantees

Greater Harrisburg Foundation
Learn how this Community Foundation uses FIMS from NPO Solutions to manage over 500 funds.

Jewish Federation of Greater Houston
Discover how this Jewish Federation streamlined their accounting process and save time on reporting by using NPO Solutions technology.

University of Tennessee at Chattanooga Foundation
Learn how the UT Chattanooga Foundation tracks over $100 million in liquid assets in dozens of pooled and non-pooled funds using FIMS software.

The Gulf Coast Community Foundation of Venice
Find out how this Community Foundation with over 150 million in assets has given their donors more control over giving.

Rochester Area Community Foundation
Learn how this Community Foundation uses FIMS to save time and improve Donor relations.

Community Foundation of the Chattahoochee Valley
Learn how this Community Foundation uses Host*Net to acquire the functionality and flexibility of FIMS at a price they could afford.


  Articles on Philanthropic Issues and Grants Management
Foundation Growth and Giving Estimates
Based on research conducted by the Foundation Center, this report offers a "first look" at 2000 giving, together with actual aggregate 1999 giving and asset data for the more than 50,000 grantmaking foundations tracked by the Foundation Center.

What Choice Do You Really Have?
This feature article was published in the May/June 1999 issue of Foundation News & Commentary. It provides an overview of the recent mergers and acquisitions among sellers of grants management software. Learn about what's been happening and the outlook for our philanthropic market.

Technology Planning for 2001 and Beyond
A Foundation News & Commentary feature article that describes the thirteen things foundations need to consider when looking for near-term technology needs.

Technology: How Corporate Givers Are Taming Technology
This piece was published in the May/June 2000 issue of Foundation News & Commentary. It addresses how various corporate grantmaking organizations are starting to integrate various forms of technology into their grantmaking processes.

Technology: Grants Management Software Moves to the Web
Published in the July/August 2000 issue of Foundation News & Commentary, this article delves into the latest wave of Internet-based products and services created for grantmaking organizations.

Our Servant, Technology
Read about how the William J. and Dorothy K. O'Neill Foudation adopted a very proactive "investor approach" to philanthropy. This article was published in the Summer 2000 issue of "Family Matters," a quarterly newsletter from the Council on Foundations.

Compensation for Services in a Family Foundation
Should family foundations hire their own children to serve as executive director? Read about the pros and cons -- and legal ramifications -- of doing so in this piece published in the Association of Small Foundations newsletter.

Computer Game Puts Philanthropic Skills to the Test
Read about a new interactive computer game, created by a San Jose-based nonprofit organization, intended to test the philanthropi know-how of users and to spark local residents' interest in culture and the arts. This short piece was published in October 24, 2000 issue of Philanthropy News Digest, a weekly newsletter of the Foundation Center.


  What's New
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Latest News
Click here for the latest MicroEdge news.

Impact Measurement
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