Case Study: Comox Valley Community Foundation achieves fund accounting integrity and expanded online donations with Foundant Technologies' CommunitySuite

How did Comox Valley Community Foundation shrink their 15 spreadsheet management process to increase efficiency and organization - and provide data integrity

Comox Valley Community Foundation, a committee foundation with one staff member managing $12 million in endowed funds across 87 community funds, was struggling with fragmented Excel spreadsheets and financial software that wasn’t true fund accounting. They engaged Foundant Technologies and adopted CommunitySuite (and CommunityGrants) to address data integrity, donor reporting, and online giving capabilities.

Foundant Technologies implemented CommunitySuite with dedicated Success Manager support, led a thorough cleanup of legacy data, and trained part-time and volunteer staff, then helped launch an online donation platform. The outcome was reliable, separate accounting for each fund, the elimination of dozens of spreadsheets, and improved donor transparency—one long-time donor doubled her gift, created two larger scholarships and added to the endowment—while enabling more efficient, economical donations across all 87 funds.

Comox Valley Community Foundation

Jody Macdonald

Executive Director