Case Study: Community Foundation Grey Bruce achieves streamlined fund and grant management with Foundant Technologies

How Community Foundation Grey Bruce streamlined and simplified their internal processes while implementing brand new software

Community Foundation Grey Bruce, a $16 million endowed community foundation managing 150 funds and distributing about $750,000 in grants annually, was weighed down by yards-long Excel spreadsheets for revenue sharing and highly complex bookkeeping (multiple investment pools, matching funds, multi-currency portfolios). To replace those error-prone manual processes they chose Foundant Technologies and its products CommunitySuite, CommunityGrants, and CommunityScholarships.

Foundant Technologies implemented its CommunitySuite ecosystem and provided hands‑on support to onboard the foundation, accommodate Canadian-specific needs, and evolve the software based on feedback. The result: centralized fund and grant management, streamlined workflows, fewer opportunities for human error, and new efficiencies that make managing 150 funds and $750,000 in annual grants much easier — freeing staff time to focus on strategic and donor-facing priorities.

Community Foundation Grey Bruce

Stuart Reid

Executive Director