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The key to a successful foundation is often an overlooked area involving the investment that has been made in its operational and financial structures. These structures are designed not merely as a place to record donor and prospect information but as a hub for all foundation development activities, key relationships, moves, giving history and campaign progress.

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These systems need to be able to instill confidence for leadership when displaying campaign progress and fund performance.  It also needs to contain meaningful and consistent coding that provides reliable year over year reporting of comparable data.

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Just as important is the access to information that is needed by development staff to access their active and prospective donors as they work through the cultivation process for a major or planned gift. It is accurate and timely financial information that executive leadership and board members need to make effective decisions. It is the assurance to donors that their contributions are going to be used for their intended purpose and that proper stewardship of their funds can be demonstrated.

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Cause and Solution helps to instill confidence by reviewing four areas of a foundations back-office support structure to provide leadership with a sense of overall functionality. To do this we generate a comprehensive score in four key areas of Finance, Integrity, Stewardship and Operations.

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Cause and Solution can provide a professional perspective as prior leaders in the areas of foundation operations and finance, with over 60 years of 'real-world' combined experience.  Our assessment supports the assurance of a sound system; recommendations for data software solutions; data cleanup; staffing models; and/or more effective and efficient ways of processing tasks to allow foundations to spend more of their limited resources on fundraising and less time on administrative tasks.