Case Study: Peery Foundation achieves data-driven visibility and efficiency for grantees with Fluxx

Peery Foundation Dives into Data and Brings New Value to Grantees

Peery Foundation, which supports children and families out of poverty in the San Francisco Bay Area and beyond (total giving $8.5M in 2014), was juggling grants and project work across Salesforce, Trello, and Google Drive. That fragmented setup caused duplicate effort and limited the small team’s capacity, so Peery sought a single, flexible grants-management solution to bring order and efficiency to their portfolio work.

Peery selected Fluxx for its ease of use and customizable dashboards, implementing shared and personalized views, deep filters and classifications, and tags for grantees, funders, and pipeline sources. The result: clearer, one-click data visualizations and budget overviews, improved reporting and accountability, and time savings that let portfolio directors focus on high-value, face-to-face work with grantees.

Peery Foundation

Jocelyn Rheem

Program Associate and Project Lead