If You Want to #MeetTheMoment, We’re Here to Help.
Philanthropy is at a crossroads. As federal funding freezes and community needs surge, foundations are being called to step up — not just in principle, but in practice.
A growing movement #MeetTheMoment — is calling on funders to act boldly: to give more, move faster, and cut red tape for the nonprofits doing the hardest work on the ground. Last month when our CRO Hannah Kahn, visited PEAK in New Orleans this was the topic on everyone’s lips, how can we respond quicker to the urgent needs of nonprofits?
One of the common areas we discussed amongst our clients and trusted Salesforce colleagues is that ambition without infrastructure won’t get the sector there.
At ImagineCRM, we believe foundations need more than intent — they need systems that help them respond with speed, flexibility, and trust. That’s where we come in.
Want to increase your giving? We’ll help you move faster.
During COVID-19 we helped numerous organizations move quickly, it was a time of pace and need and we responded to help organizations react quicker.
If this is something you’re eager to do, our team of experts is here to support you.
“With over 20 years of experience working across foundations of all sizes and types, I’ve seen firsthand that the most effective way to improve efficiency is to systemize it.
When you use technology to streamline the processes that slow you down — and capture key insights along the way — you create the space to focus on what truly matters: delivering impact.”
Whether you’re raising your payout rate, offering multi-year unrestricted funding, or committing to early renewals, the key is operational readiness. Our Salesforce-based solutions help you:
Set up multi-year funding structures that are easy to manage and report on.
Build dashboards that show giving levels vs. endowment growth to guide higher payout decisions.
Track unrestricted vs. restricted funds across programs with clarity and ease
Automate renewal workflows so grantees hear from you early and often.
Reduce admin drag so your team spends less time pushing paper and more time making decisions.
Giving more generously is easier when your systems are built for it, and we’ve seen this repeatedly over the past five years.
Want to move money in under a month? We’ll help you simplify.
Nonprofits need funds now — not six months from now. When RF Catalytic Capital (RFCC) launched Testing for America to help schools reopen safely during COVID-19, speed was critical. Their manual systems couldn’t keep up — so ImagineCRM stepped in.
We rapidly implemented a Salesforce solution that replaced spreadsheets with a scalable, real-time platform, enabling fast, transparent collaboration across funders, grantees, and teams.
In our Success Story, Dwayne Montaque who is the Infrastructure Lead at RFCC shared:
“We were thrust into high-stakes grantmaking where the success of safely reopening schools hinged on our ability to manage complex funding and reporting. ImagineCRM’s experience and best-practice guidance ensured we had a system that could handle it — fast.”
With our support, RFCC was able to streamline approvals, disburse funds quickly, and respond to crisis-level needs without missing a beat. That same infrastructure continues to power their innovative philanthropic work today.
Nonprofits need funds now — not twelve months from now. ImagineCRM helps you:
Launch rapid response funding portals with streamlined eligibility and review.
Build in clear, automated approval processes to shorten turnaround times.
Shift to gift models when possible, bypassing complex grantmaking constraints.
Track disbursement timing and cash flow to proactively identify when early releases could make a difference.
If your team wants to be more responsive, we’ll help you build the capacity to match, without increasing headcount.
Want to support long-term planning? We’ll help you commit with confidence.
Multi-year, unrestricted grants are among the most powerful tools in a funder’s toolkit — but they can feel complex to manage. ImagineCRM helps you:
Set up multi-year funding records with automated future-year reminders
Track expected and committed disbursements with flexible timelines
Surface reporting that shows the impact of long-term giving across your portfolio
Enable faster approval processes that empower staff, not slow them down
When nonprofits can plan ahead, they deliver more impact — and your systems should help, not hinder.
If you want to give more, faster, and with greater flexibility — we’re here to help.
At ImagineCRM, we’re not just tech consultants. We’re grantmaking specialists who understand your mission, your urgency, and your vision for a more equitable future.
We design systems that match your goals, helping you give with trust, speed, and confidence.
Because if you want to #MeetTheMoment, we’ll help you move.At ImagineCRM, we combine deep grantmaking expertise with the ability to move at speed. Our team knows this sector inside out because we’ve been in your shoes. With leaders like our CRO, Hannah Kahn, who has driven philanthropic operations at Arnold Ventures and the Chan Zuckerberg Initiative, we understand exactly what it takes to design systems that work under pressure, at scale, and with heart. Whether you're launching a new fund, responding to urgent needs, or reimagining your processes, we can help you move quickly — with purpose, precision, and the kind of insight that only comes from lived experience.
