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TAG Publications

TAG Publications


Consumers Guide to Integrated Systems for Community Foundations

October 30, 2017 | Version 1

TAG and PEAK Grantmaking (formerly GMN) have engaged Idealware, an independent nonprofit research organization, to update the 2012 report, A Consumers Guide to Integrated Software for Community Foundations. In this edition, we review eight software packages to see how they meet the specific needs of community foundations and compare each system across five broad categories of functionality: Grant and Application Management, Financial Management, Donor Management, Relationship and Communication Management, and Technical Considerations.

 Full Report


A Consumers Guide to Grants Management Systems

May 27, 2016 | Version 2

TAG announces A Consumers Guide to Grants Management Systems, a new report released by Grants Managers Network (GMN) and Technology Affinity Group (TAG), with research conducted by Idealware. The report compares 29 grants management systems across 174 requirements criteria, looks at what each system does, and compares the strengths and weaknesses of each system available to grantmakers.

The report looks at how they stack up against high-level categories and details the functionality of each system against specific criteria important to the grant-making community.

 Download PDF


Vendors are constantly improving their products between editions of the report. Vendor product updates will be published every six months to help you keep up with those improvements.

 Vendor Supplement 1 (Nov. 2016)

 Vendor Supplement 2 (Jun. 2017)

A Consumers Guide to Board Portals

May 2015 | Version 1

This Idealware article funded by TAG reviews four different strategies for meeting your organization’s Board collaboration needs, including creating your own solution, adapting file sharing systems, using project management and collaboration tools and using dedicated Board Portals. Six of the Board Portal products are reviewed in detail in the May 2015 release of A Consumers Guide to Board Portals.

  A Consumers Guide to Board Portals

  A Few Good Tools: Board Portals and Other Ways to Collaborate


Grantmakers Information Technology Survey Report

September 15, 2014 | Version 1

TAG and GMN are pleased to release the 2014 Grantmakers Information Technology Survey Report. The report concludes that funders are floundering with technology tools. While many foundations are very progressive with respect to their grantmaking programs, they are not nearly as forward-thinking with respect to the strategic use of technology in their business practices. Almost half of the survey respondents described their technology as lagging behind and only 23% indicated that their executives totally get it. Download the report to help your foundation make better technology decisions.

 Full Report (Sept. 2014)

 Executive Summary (Sept. 2014)

 Press Release (Sept. 2014)


The Technology Affinity Group (TAG) is a 501(c)(3) non-profit membership organization that promotes the power of technology to advance the goals of the philanthropic sector.