Foundation Software & Tools
Helping Foundations Deliver Greater Impact
Managing grants, donors, and compliance shouldn’t slow down your mission. Momentive Software gives foundations the integrated tools to track every dollar, engage every donor, and report with confidence — so your team spends less time on administration and more time on impact. .
Trusted by over 37,000 nonprofits and associations
Challenges Facing Foundations
Modern philanthropy demands more than spreadsheets and manual workarounds. Your donors expect transparency. Your grantors require proof. Your team is managing it all with limited time and resources. Here’s where most foundations get stuck.
Fragmented Data and Compliance Risk
Managing multiple funding sources across disconnected systems creates dangerous blind spots. When restricted and unrestricted funds aren’t clearly segregated, audit exposure grows. For foundations subject to Single Audit requirements, that risk is anything but abstract. Your financial data needs to be accurate, accessible, and audit-ready — every day, not just at year-end.
Reporting Gaps and Stakeholder Visibility
Grantors and board members want to know exactly where their money is going and what it achieved. Pulling that story from a basic ledger takes hours — and often still doesn’t give you what you need. Foundations that can’t report at the program level struggle to build the trust that drives long-term funding.
Evolving Donor and Grantee Expectations
Donors and grantees expect a modern, digital-first experience. Legacy giving platforms create friction at every touchpoint — slowing donations, delaying fund distribution, and making your organization look less credible than it is. Meeting people where they are isn’t optional anymore.
Solutions
Built for the Full Foundation Lifecycle
From fund accounting to donor engagement, Momentive Software brings the tools foundations need into one connected platform — so nothing slips between systems.
Purpose-built fund accounting gives your team a complete picture of every grant, every restriction, and every expenditure. Track unlimited funding sources, maintain the audit trails required for federal compliance, and generate financial reports that stand up to scrutiny. Your finances are always in order — and always provable.
Your fundraising platform shouldn’t be an afterthought. GiveSmart gives foundations a modern giving experience — mobile bidding, peer-to-peer campaigns, and year-round donor engagement — all connected to your donor data. Run a gala, launch a campaign, or cultivate a major gift, without juggling disconnected tools.
Relationships are the foundation’s greatest asset. Donor Management centralizes every interaction, gift, and communication into one record — so your team can personalize outreach, identify major donor opportunities, and track the full journey from first gift to lifelong supporter.
From board meetings to donor appreciation galas, your events carry your brand. Event Management gives your team a single place to plan, execute, and follow up on every event — without the spreadsheets, email chains, and last-minute scrambles.
Key Features
The Capabilities Your Foundation Needs to Scale
MIP Accounting, GiveSmart, and Donor Management work together to give foundations full visibility into their finances, relationships, and impact. Here’s what that looks like in practice.
Audit-Ready Fund Management
Every fund, tracked and documented — before the auditor asks.
Foundations often manage dozens of restricted funds simultaneously. MIP Accounting’s multidimensional chart of accounts makes it straightforward to segregate funds, document expenditures, and maintain the audit trail required for Single Audit compliance. Nothing falls through the cracks.
- Track restricted vs. unrestricted funds with a multidimensional chart of accounts
- Maintain complete audit trails for federal compliance and Single Audit requirements
- Reduce disallowed cost risk by documenting every dollar from receipt to disbursement
Program-Level Impact Reporting
Show your grantors more than a balance sheet.
Reporting is how foundations maintain trust. MIP Accounting lets your team generate customized, multidimensional reports that connect financial data to program outcomes. Instead of presenting ledger totals, you show exactly where funds went and what they accomplished — the story grantors and board members want to see.
- Member-rate pricing rules pull directly from membership records — no manual overrides
- Sponsor and exhibitor management with integrated invoicing cuts the back-and-forth
- Post-event reporting gives you attendance, revenue, and satisfaction data without extra effort
Modern Donor Engagement
Meet your donors where they already are.
GiveSmart gives your foundation a giving experience donors actually want to use — mobile bidding at events, peer-to-peer fundraising campaigns, and text-to-give options that remove barriers to generosity. Every interaction is tracked and tied back to your donor record, so no relationship gets lost.
- Run galas, campaigns, and peer-to-peer fundraising from one connected platform
- Engage donors through mobile giving and text messaging — not just email
- Keep every donor interaction tied to a centralized record for better follow-up
Integrated Donor and Financial Data
Your development and accounting teams finally work from the same picture.
When donor management integrates with fund accounting, you get a complete view of your foundation’s financial health — a donor’s first gift through to their multi-year relationship, accurately reflected in your financials in real time. No reconciliation delays. No data-entry errors between systems.
- Connect fundraising data directly to your financial records — no manual reconciliation
- Track a donor’s full journey from first gift to major contributor in one system
- Give leadership a real-time view of organizational health across development and finance
Event Planning and Execution
Your gala deserves better than a shared spreadsheet.
Event Management gives your team a single place to plan, execute, and follow up on every foundation event — from intimate board dinners to large-scale donor galas. Manage logistics, track RSVPs, and coordinate communications without the patchwork of tools.
- Manage all event types — galas, board meetings, donor appreciation — from one place
- Track attendance, communications, and follow-up without juggling multiple tools
- Connect event engagement back to your donor management records automatically
See How Mission-Driven Foundations Achieve More with Momentive
Steve & Marjorie Harvey Foundation
“They used GiveSmart to manage the event and raise $1M+.”
When Steve Harvey launched the Ride for Charity campaign on his nationally syndicated radio show, the Steve & Marjorie Harvey Foundation needed a platform that could handle the scale — and deliver. GiveSmart made it happen.
Steve Harvey
What Foundation Leaders Say About Momentive
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What I like about [GiveSmart] is that things don’t fall through the cracks, unlike when you have multiple spreadsheets and multiple places that people need to look for information…if it’s automated it just happens, and GiveSmart allows us to have most of it in one place … that has been really essential knowing that it’s all in one place.
Kelly J.
Littleton Public Schools Foundation
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I really enjoy MIP. It makes my life easier. I’m not having to manipulate data in order to get information to present. I truly can pull financials out of the system and then make pretty charts out of them for my board. It’s always meeting my needs.
Christina P.
Director of Finance and Operations, USG Foundation
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Text messaging proved to be just as important as our other marketing channels like direct mail and email marketing.
Heather K.
Resources
How Momentive Empowers Foundations
The right tools only get you so far. Here are resources to help your team make the most of them.
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Blog
Leveraging Fundraising and Donor Data: Tips from the Experts
Learn expert tips on using donor data to improve engagement, optimize campaigns & drive meaningful giving outcomes.
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Case Study
University System of Georgia Foundation Case Study: MIP Accounting Success Story
Discover how the University System of Georgia Foundation enhanced financial oversight, streamlined reporting, and achieved efficiency with accounting software.
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On-Demand Webinar
Compliance: Best Practices for Nonprofit Accounting
33% of nonprofit organizations have lost funds due to compliance issues. Join us for a discussion of regulatory updates and…
FAQ
Foundation Software — Common Questions Answered
Whether you’re evaluating platforms for the first time or rethinking your current stack, these are the questions foundation leaders ask most.
Most foundations use purpose-built fund accounting software, like MIP Accounting, combined with a fundraising and donor management platform. Commercial accounting tools like QuickBooks aren’t designed to handle restricted funds, grant lifecycles, or the compliance documentation boards and auditors require.
Purpose-built nonprofit accounting software tracks every funding source, segregates restricted and unrestricted funds, and maintains the audit trail your organization needs.
Foundations receiving federal funding must meet rigorous Single Audit (formerly A-133) standards. MIP Accounting supports this by automating federal award tracking, maintaining built-in internal controls, and generating the audit documentation your team needs on demand. Instead of scrambling before an audit, your records are organized year-round.
Grantors and donors increasingly want to see program-level outcomes — not just financial totals. MIP Accounting lets you generate multidimensional reports that connect your spending to specific programs and outcomes. You can show exactly where money went and what it achieved, in a format that builds trust and supports future funding conversations.
Look for a platform that integrates with your donor management system, supports multiple giving channels (mobile, text, peer-to-peer), and automates follow-up communications.
GiveSmart covers all of this — and keeps every donor interaction in one place, so no relationship gets lost between events.
Focus on four things: a multidimensional chart of accounts to handle restricted fund tracking; built-in compliance tools for FASB and Single Audit standards; integration with your fundraising and donor management systems; and scalability as your assets and donor base grow. A system that checks all four will grow with you instead of limiting you.
Standard accounting software tracks income and expenses. Fund accounting tracks which fund money belongs to, what restrictions apply, and whether expenditures comply with grant terms. For foundations managing restricted gifts, federal awards, or endowment funds, the distinction isn’t minor — it’s the difference between staying compliant and facing disallowed costs or audit findings.
Yes. Donor Management gives your team a centralized record of every interaction, gift, and communication — so you can personalize outreach, identify lapsed donors, and track the relationship over time. Foundations that connect their donor management system to their accounting platform get the clearest picture of organizational health and donor lifetime value.