Technology Consulting Services for Community Foundations

FiS has served as a technology resource to community foundations for more than 35 years. Services rendered include implementing industry best business practices, short and long-term technology planning, technology budget development and alternatives, software evaluation and deployment, server and network design, vendor evaluations and management, vendor contract selection and contract negotiations and technology project management.

In keeping with our mission to increase our partners’ productivity and their client‘s growth, we offer technology consulting services that evolve with the changing times. Here are the services we have provided to community foundations and non-profit organizations over the years.

Since 2014

  • Supporting clients business process analysis, optimization and training in industry best practices
  • Assisting clients with effective independent assessments for alternative vendor software options
  • Providing pre-conversion data cleanup as well as post conversion support when transitioning to new
  • 35 Years Of
    • Technology Planning, Budgeting, Infrastructure Design, and Maintenance
    • Technology Project Management and Vendor Coordination
    • Planning and Executing Community Foundation Change Management and Staff Training
    • Trends Affecting Community Foundations
    • Client Acquisition and Services (Donor, Non-Profit, Corporate, and Foundation)
    • Vendor Options and Add-On Services
    • Database Analysis and Cleanup
    • Financial Analysis and Forensic Accounting  
      • Back-Office Business Operation Best Practices
      • Gifts, Grants, Operations, Accounting, and Reporting
      • GL/AP Best Business Practices (Cash and Accrual)
      • Investment Pools, Allocations, Statements, and GAAP and FASB Reporting


    • Custom reporting training and support
    • Client web portal product evaluation and implementation
  • 20 Years Of
    • FIMS Conversion (To and From) 
    • FIMS Change Recommendation and Adoption  
    • Cloud-Based Solution Options Evaluation and Adoption 
    • FIMS User Group Organization and Consultancy  
  • 17 Years Of
    • Crystal and Client Web Portals, Including Over 7 Years of Reporting Services 


      • Crystal and Microsoft Reporting, Training, and Support 
      • Client Web Portal Product Evaluation and Implementation
  • 15 Years Of
    • Blackbaud Raiser’s Edge and Financial Edge Adoption and Conversion  
    • Fusion Labs GrantedGE/Spectrum Recommendation and Adoption of Changes  
    • Blackbaud/Fusion Labs User Forum Organization and Consultancy 
    • Conversion to and from FIMS
    • Recommendation of and adoption of changes to FIMS
    • Organize and serve as consultant to FIMS User Group
  • 12 Years Crystal & Client Web Portals; 7 Years Reporting Services
    • Custom reporting training and support
    • Client web portal product evaluation and implementation 
  • 10 Years Of
    • Adoption and conversion to Blackbaud Raisers Edge and Financial Edge
    • Recommendation of and adoption of changes to Fusion Labs GrantedGE and Spectrum
    • Organize and serve as consultant to Blackbaud/Fusion Labs User Forum
Business Company Meeting
Young Professionals at a Table
Four People at a Table Discussing

Reach Out to Us

There are many ways we can help your community foundation. To explore all avenues with FiS, please get in touch with us.