Aggregating Data with Fundminer

Chelsea Lamego and Alejandro Stevenson-Duran are Co-Founders of FundMiner, software that uniquely aggregates and organizes siloed fund data into its easy-to-manage platform, where fund managers can monitor their funds with access-based compliance tracking, data visualization, document workflow, and secure storage. Among the things we discuss: What goes into the process of gift administration? How can fundraising organizations more easily stay compliant with laws and donor agreements? Why do fundraising organizations continue to use disparate systems and manual data entry and why hasn’t that changed? What are your top tips on how organizations can effectively manage their funds and prioritize donors? How does this translate to a nonprofit’s mission?

Episode metadata supplied by the publisher feed · Published Feb 20, 2024

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Aggregating Data with Fundminer

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