Case Study: North Georgia Community Foundation streamlines fund management and grows its endowment with Blackbaud Financial Edge

North Georgia Community Foundation - Customer Case Study

North Georgia Community Foundation, which manages philanthropic assets to improve quality of life in the region, grew from about $2M in 1998 to roughly $35M across 300 accounts and outpaced its legacy financial processes. The organization needed a scalable, accurate system—especially for complex allocations and fund tracking—that could handle future growth to $50M+ and ensure proper stewardship of donor funds.

The Foundation implemented Blackbaud Financial Edge (with the crucial allocation module) and added budgeting, bank reconciliation, accounts payable, Raiser’s Edge, NetCommunity, Merchant Services and Application Hosting. The integrated suite cut time and costs (including eliminating $95/hr local IT update charges), improved audit security and reconciliation, enabled convenient online giving (memorial donations and a constituent-led $20,000 campaign), and let staff shift from managing allocations to growing the endowment.

North Georgia Community Foundation

Lisa Warwick

Vice President of Finance