Case Study: Philanthropic Ventures Foundation achieves 5–6x greater efficiency and faster grant turnaround with Arreva's Exceed! Premier

Philanthropic Ventures Foundation - Customer Case Study

Philanthropic Ventures Foundation (PVF), a San Francisco Bay Area public foundation that helps donors create targeted giving programs, faced inefficiencies from using multiple generic tools (Excel, ACT, QuickBooks) to manage grants and contacts. That fragmented approach made it hard to meet PVF’s goal of issuing grant requests within 48 hours, created duplicate and error-prone records, and required time-consuming manual reporting. To address this, PVF selected Arreva’s Exceed! Premier donor and grant management software.

Arreva implemented Exceed! Premier to centralize donor and grant data, automate reporting and mailings, and integrate with QuickBooks for grant checks and gift deposits. The solution eliminated duplicate data entry, let staff generate grant letters in minutes instead of hours, and enabled flexible analysis of grant allocations; PVF estimates it now operates five to six times more efficiently thanks to Arreva’s Exceed! Premier, avoiding extra hires and significantly speeding up its grant-making process.

Philanthropic Ventures Foundation

Allyndreth Stead

Office Manager