Kindsight for Foundations connects grantmaking, fundholder engagement, and grantee collaboration on one Salesforce-native platform. Your staff work from one record, fundholders get a portal worth staying for, and applicants get a clearer path to apply for grant programs.
Bring intake, review, approval, award, disbursement, and reporting into one system that understands your funds. Applicants and grantees get a seamless experience—and program staff stop reconciling grants against your donor database.
A fundholder can move donor-advised assets to a national sponsor with one form. What keeps them is the relationship, and a digital experience that makes their giving feel visible and easy. Kindsight’s Connect portal gives fundholders one place to manage their funds. While the Ascend CRM gives your staff the relationship behind every fund.
Legacy and disconnected grants systems are hard to grow with, and custom Salesforce builds can be time-consuming to maintain. Ascend is a managed package installed in your Salesforce org, so you get enterprise security and an open ecosystem without maintaining a bespoke build your staff can't support.
To Tsang, Senior Vice President, Information Technology & Knowledge Management
Silicon Valley Community Foundation
Kindsight brings the features community foundations need onto one platform, from grant application to fundholder statement.
Add capacity, propensity, and affinity signals to every fundholder record through iWave for Ascend, with real-time alerts when something changes.
Unify giving history, relationships, and engagement so a fundholder, board member, and event attendee are one person, not three.
Configure fund rules, approval routing, and any data point without development.
Run intake, review, approval, award, disbursement, and post-award reporting in one system that understands your funds.
Draft fundholder and grantee correspondence, summarize records, and clean up contact reports with purpose-built (and trustworthy) AI.
Validate nonprofit status inside the grant workflow with included Candid (Charity Check) data.
Give fundholders self-service access to fund information, grant recommendations, statements, and documents.
Give applicants and grantees one place to apply, upload documents, check status, and submit reports.
Give leadership visibility across funds, grants, donors, applicants, and nonprofits in one view.
Many foundations run on legacy or niche software, with separate tools for fund accounting, donor management, grantmaking, and scholarships, plus spreadsheets to fill the gaps.
Kindsight brings grants, funds, donors, and nonprofit applicants onto one Salesforce-native system of record, so staff stop reconciling data across tools.
Commercial donor-advised fund (DAF) sponsors like Fidelity, Schwab, and Vanguard win fundholders on digital experience alone, and a fundholder can move assets with a single form.
Kindsight’s Connect fundholder portal gives fundholders self-service access to funds, grant recommendations, statements, and documents, while the Ascend CRM gives staff the local relationship behind every fund.
Grant cycles often run on email, spreadsheets, and manual checks. Staff chase documents, verify nonprofit status by hand, and re-key awards, while applicants wait without visibility.
Grants Management covers intake through post-award reporting in one place. Configurable workflows enforce fund restrictions and route approvals, and Candid (Charity Check) data validates nonprofit status in the workflow.
The great wealth transfer is moving assets to younger donors who expect online access, transparency, and self-service, and commercial sponsors are ready to meet them.
iWave capacity, propensity, and affinity signals help donor services identify and engage the next generation first.
