Case Study: Oakville Community Foundation achieves streamlined reporting, empowered staff, and Canadian-compliant donation receipts with Foundant Technologies

How Oakville's Digital and Office Solutions Analyst found greater data capabilities to enable fellow staff to do their jobs better and focus on their mission

Oakville Community Foundation, a community foundation with about 10 staff, $100 million in assets and over 200 family and organization funds, needed a donor and grant management system that met Canadian Revenue Agency rules requiring tax receipt numbers on donation receipts. After years of feeling unheard by a larger vendor, they turned to Foundant Technologies and adopted Foundant’s CommunitySuite and CommunityGrants to address compliance and reporting gaps.

Foundant Technologies worked directly with Oakville (and other Canadian customers) to add the required tax receipt number functionality and provided highly responsive customer service through their CSM and leadership. By using CommunitySuite, all 10 staff now use the database daily and can produce beautiful, one‑click reports themselves, freeing the Digital and Office Solutions Analyst to refine data and reporting—resulting in faster reporting, greater staff empowerment, and the CRA receipt feature now built into the software.

Oakville Community Foundation

Michelle Collins

Digital and Office Solutions Analyst