Services for Funders

Donor Tracking

Hover and click on interactive charts below for data details

Impact Tracking

Funders – Data Tracking Step-by-Step

1) Funder

• Uploads information on donors, grants, events, volunteers, workshops, and operational activities to their individual, password-protected, URL address, connected to GAI’s website
• Transfers high-level operational budgets from the Funder’s QuickBooks/OAS to GAI
• Uploads budgets, board lists, demographics, and/or other documents to the Funder’s private GAI URL address for easy access by Board and Staff

2) GAI

• Adds budget activities (restricted, unrestricted, in-kind, matching, and/or other partner’s funds) to GAI’s QuickBooks
• Exports GAI QuickBooks’ entries to Funder’s QuickBooks or other accounting system (OAS)
• Uses the Funder’s data to create business intelligence (BI) charts, calendars, and dashboards, and houses them on the Funder’s private GAI URL address

3) Funder

• Becomes an affiliate of GAI’s QuickBooks Time account
• Retransfers their QuickBooks/OAS activity data, in one click, to QuickBooks Time
• Accesses business intelligence charts, created by GAI, and housed at the grantee’s private GAI URL address. Funders can download charts and documents for use in Board meetings, annual reports, grants, grant reports, strategic planning or analysis of current position

4) QuickBooks Time

• QuickBooks Time’s cloud-based system receives operational activity data from the Funder’s QuickBooks/OAS and notifies GAI of the transfer
• GAI makes needed adjustments in QuickBooks Time to assign activities to staff members
• The Funder’s employees, contractors, and/or volunteers perform the activities, and log their time and expenses in QuickBooks Time

5) GAI and Funder

• GAI accesses the Funder’s QuickBooks Time account, extracts the activity data for each event tracked, and creates progress reports, showing the Funder’s drawdowns and remaining funds needed to fulfill each event. GAI posts the progress reports on the pages at the Funder’s private GAI URL address
• QuickBooks Time interfaces with the Funder’s QuickBooks/OAS, so in one click, their bookkeeper can pull all employee’s time and expense data from QuickBooks Time into their QuickBooks, which will streamline payroll activities