How CFGNH streamlines fund management and strengthens stewardship with FundMiner

The Challenge

Community Foundation for Greater New Haven needed a more efficient way to manage a growing number of funds while meeting increasing expectations for transparency, timely reporting, and accessible fund information for donors and fund holders.

Key obstacles:

• Manual and decentralized reporting workflows
  Fund balances, transactions, and supporting documentation were stored across spreadsheets, shared drives, and internal systems, requiring staff to manually compile reports.

• Significant effort required to produce financial reports
  Quarterly and annual reporting required pulling data from multiple systems and manually formatting reports for fund holders.

• Limited capacity to produce personalized impact reports
  Collecting narratives, financial data, and impact information across funds was time-consuming and difficult to scale.

• Disconnected CRM and financial systems
  Staff lacked a unified view of donor, fund, and financial information, slowing reporting and stewardship workflows.

• Increasing expectations for transparency
  Fund holders expected easier access to fund information and more frequent, detailed updates.

The Solution

Community Foundation for Greater New Haven partnered with FundMiner to centralize fund information, automate reporting workflows, and improve visibility across CRM and financial systems.

Implemented solutions:

• Connected CRM and financial fund data
  Integrated fund balances, transactions, donor data, and documentation into a single platform.

• Automated financial reporting workflows
  Standardized templates and automated data population reduced manual report preparation.

• Personalized impact and stewardship reporting
  Centralized narratives and financial data made it easier to produce customized fund holder reports.

• Secure fund holder visibility
  Fund holders gained access to real-time fund information, balances, and documentation.

The Results

Immediate impact:

• Improved visibility and access to fund data
  29 staff members now work from shared, centralized fund information connected across CRM and financial systems.

   

• More scalable stewardship reporting
  The organization can now deliver more consistent and personalized impact reporting across 1,100+ charitable funds.

   

• Faster production of financial reports
  With automated workflows and standardized templates, teams can prepare quarterly and annual reports much more efficiently.

• More accurate and centralized fund management
  Bringing fund data into a single system has helped reduce manual reconciliation and reporting inconsistencies.

   

• More efficient day-to-day workflows
  Staff spend less time compiling information manually and more time supporting donors and community initiatives.

Looking Ahead: