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Aggregating Data with Fundminer
Manage episode 401968343 series 2533749
Chelsea Lamego and Alejandro Stevenson-Duran are Co-Founders of FundMiner, software that uniquely aggregates and organizes siloed fund data into its easy-to-manage platform, where fund managers can monitor their funds with access-based compliance tracking, data visualization, document workflow, and secure storage. Among the things we discuss:
- What goes into the process of gift administration?
- How can fundraising organizations more easily stay compliant with laws and donor agreements?
- Why do fundraising organizations continue to use disparate systems and manual data entry and why hasn’t that changed?
- What are your top tips on how organizations can effectively manage their funds and prioritize donors?
- How does this translate to a nonprofit’s mission?
358 episodes
Manage episode 401968343 series 2533749
Chelsea Lamego and Alejandro Stevenson-Duran are Co-Founders of FundMiner, software that uniquely aggregates and organizes siloed fund data into its easy-to-manage platform, where fund managers can monitor their funds with access-based compliance tracking, data visualization, document workflow, and secure storage. Among the things we discuss:
- What goes into the process of gift administration?
- How can fundraising organizations more easily stay compliant with laws and donor agreements?
- Why do fundraising organizations continue to use disparate systems and manual data entry and why hasn’t that changed?
- What are your top tips on how organizations can effectively manage their funds and prioritize donors?
- How does this translate to a nonprofit’s mission?
358 episodes
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