Client Advisory Board
Foundant Technologies believes in transparency and listening. We know our clients have the best ideas and the greatest knowledge about how to make GLM and Foundant better and our clients know we aren’t afraid to tell the truth about our business practices, pricing, and results. Because of this, we sought out an opportunity to ask “how are we doing” in an intimate and focused setting where we not only request, but demand honest answers.
The opportunity came in the formation of a Client Advisory Board – CORE. CORE is made up of a handful of clients ranging in geographical region, organization type, gender, age and engagement with Foundant. Throughout the year, CORE members meet with Foundants’ Executive Team to discuss our product, services, and business direction as well as highlights and challenges we may be facing. The feedback and advice received from CORE members is used to make Foundant better for our entire client base.
Chief Executive Officer and President, The Miles Foundation
I applaud Foundant for establishing CORE — it’s an innovative way to help shape organizational strategy, and it’s also a gift to those of us who serve, as we're able to learn from industry leaders across the country. Foundant’s organization, team, and technology is top-notch, and we’re looking forward to being partners well into the future." Grant Coates, Chief Executive Officer and President, The Miles Foundation
Grants Manager, Dean & Margaret Lesher Foundation
I am happy to serve on the CORE advisory board because I feel GLM has re-energized my grant-making career by simplifying and modernizing our processes and as a thankful user I am happy to give back to Foundant in any way I can. I have been the Grants Manager of a small-staffed family foundation for the past 17 years, and I hope I can bring my unique perspective to the table in an effort to help Foundant grow and evolve.
Susan Haley, Grants Manager, Dean & Margaret Lesher Foundation
Director of Information Technology, The Community Foundation of Western North Carolina
I hope to bring honest feedback and reliable testing to the board. For Foundant to remain a great selection for non-profit online grant management for large and small institutions it needs to remember the basics – stick to what they know and document everything
Sally Weldon, Director of Information Technology, The Community Foundation of Western North Carolina
Director or Administration Grants and Awards, National Trust for Historic Preservation
As a CORE member, and Foundant user, I can address how the product works for a decentralized organization that awards grants throughout the country. I hope to learn best practices from other organizations that can help us further streamline our application process. I want to help make things easier for all our applicants and grantees.
Nicky Vann, Director or Administration Grants and Awards, National Trust for Historic Preservation
Executive Director, Central Minnesota Arts Board
As an artist and creative problem solver, I would like to contribute my time and talent to CORE as a way to give back and show appreciation for the valued service provided by Foundant.
Leslie Schumacher, Executive Director, Central Minnesota Arts Board
Grants Manager, The Russell Family Foundation
As a CORE participant I am looking forward to improving how I use Foundant and how I talk about the features and uses of the software. Additionally, I look forward to sharing with Foundant (and other CORE members) the feedback we receive on both the product and how we use it.
Linsey Sauer, Grants Manager, The Russell Family Foundation
Executive Director, Eastern Bank Charitable Foundation
I look forward to the opportunity to help shape the product going forward as well as network with other users and perhaps improve our current workflow.
Laura Kurzrok, Executive Director, Eastern Bank Charitable Foundation
Vice Chair, Carolyn Foundation
I am pleased to be part of the CORE team. I believe our collective experience can assist Foundant in advancing their products, growing their customer base and providing additional ideas and support for the Company's long term growth.
Brewster Crosby, Vice Chair, Carolyn Foundation
Director of Grants & Programs, Grand Rapids Area Community Foundation
I hope to bring a couple unique perspectives to the CORE Team. First, we have been with Foundant for a long time and use GLM for a variety of things. We are "scholarship heavy", meaning we have a higher percentage of scholarship funds than most foundations. Also, we have done a lot of work with streamlining, as well as administering a lot of high volume, low dollar grants.
Sarah Copeland, Director of Grants & Programs, Grand Rapids Area Community Foundation
Director of Research Programs, Parkinson's Disease Foundation
I am excited to be a member of CORE and look forward to working with other foundation representatives in our joint goal of providing feedback and support to Foundant as they work to make a good product better. As a funder of health and science related research, I feel I can bring a different perspective to the committee and help ensure that GLM is a product that continues to have broad appeal to current as well as future Foundant clients." James Beck, Director of Research Programs, Parkinson's Disease Foundation
Director of Grant Programs, Allegany Franciscan Ministries
I hope to bring my 12+ years of grants management experience and lessons learned to the group. My goal is to be the voice for the needs of grant managers especially from small to mid-size funders. Also, I would like to see Foundant continue to make quality improvements to maintain a competitive, quality product." Erin Baird, Director of Grant Programs, Allegany Franciscan Ministries