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    Endless Evolutions at Elevate San Diego 2019

    Posted by Stirling Myles on Oct 30, 2019 11:09:06 AM

    For our biggest event of the year, we traveled to sunny San Diego, CA to host our annual Elevate conference. It was an incredible 3-day celebration of the amazing work being done in our global community along with opportunities to learn, connect, and evolve with so many great minds in one room. From October 23 - 25 at the amazing Omni San Diego Hotel, attendees from around the world came together and engaged at Elevate 2019.

    Topics: Elevate, Elevate 2019, Conference

    Event Management 101 with Bader Philanthropy and the Spencer Foundation

    Posted by Stirling Myles on Oct 28, 2019 10:10:24 PM
    Photo by Jakob Dalbjorn

    There are many moving and complex facets in running an event, often all happen in tandem. Using SmartSimple tools, Kim Thao from Bader Philanthropy and Annie Brinkman from the Spencer Foundation managed to streamline their entire event management process in one centralized system, keeping everyone on the same page, from the finance department to the caterers. Both Annie and Kim presented their event management systems at ELEVATE San Diego. Here’s how...

    Topics: Elevate 2019, Foundations, Event Management, Grantmaking

    Is the Future of Philanthropy Trust-Based?

    Posted by Stirling Myles on Sep 26, 2019 9:17:23 AM
    Photo by Rawpixel

    In anticipation of their upcoming presentation at SmartSimple’s ELEVATE San Diego conference in October, we sat down with Zia Maumenee, Grants Manager of Headwaters Foundation, and Malcolm Klotz, Founder of Re-Solved, to learn more about their trust-based philanthropy model and how they leveraged SmartSimple’s technology to carry it out.

    Topics: Elevate 2019, Foundations, Conference, Grantmaking

    How the Walton Family Foundation Scaled Its Grantmaking System For The Future

    Posted by Stirling Myles on Aug 15, 2019 9:07:18 AM
    Photo by Ian Dooley

    Are you an organization with multiple independent departments? Do you ever wish you had a platform that houses all of them in one system while operating independently? In anticipation of their upcoming presentation at SmartSimple’s ELEVATE San Diego conference in October, we sat down with Sam Caplan, CIO and Deputy Director of Operations of the Walton Family Foundation, and Malcolm Klotz, Founder of Re-Solved, to learn more about their process of successfully building and uniting 12 different entities and multiple departments in one cohesive system.

    Topics: Elevate 2019, Foundations, Amplify, Client Success, Submission Management

    Everything You Know About CRM's Might Be Wrong. Find Out Why At ELEVATE San Diego

    Posted by Stirling Myles on Jul 16, 2019 10:02:21 AM
    Photo by Docubyte

    We get into many great conversations with businesses, and one term that always comes up is the ever-ominous “CRM.” Every business needs one, yet the CRM concept is a complex one because it’s open to so much interpretation. Take for example the “C,” in CRM; it can mean “Client,” “Constituent,” and “Contact,” all meaning very different things. In our upcoming ELEVATE San Diego session led Eric Lauer, SmartSimple’s Director of Customer Experience, we’ll be settling the confusion, once and for all.

    Topics: Elevate 2019, Platform3