TAG Publications

TAG Publications


Roadmap for Funders: Investing in Digital Infrastructure

August, 2020

Grantmakers are increasingly recognizing that social change requires an investment in technology. Yet, as the pandemic has taught us, it will take more than tools alone – the collective strength of civil society depends on building the digital capacity of both funders and their nonprofit partners. This guide authored by the Technology Association of Grantmakers, NetHope, NTEN, and TechSoup, is designed to provide concrete ways you can invest in three core elements of digital infrastructure in order to build back a better civil society.

  Full Report


Making The Case: How to Communicate the Value of IT & Gain a Seat at the Table

July 2020

Within philanthropy, IT often struggles to rise to the same level of prominence as the private sector. We make incremental progress – a database here, a new grants platform there – but tech largely remains behind the-scenes, focused tactically on operations and support. Meanwhile, forward-thinking leaders continue to believe deeply in the transformative change that technology can bring to our foundations and the sector, becoming not just operational support but a strategic enabler of our values and mission.

This guide is intended to help you as an IT leader accomplish three things required to leverage the strategic potential of technology for our mission.

  Full Report


Strategic Roadmap for IT in Community Foundations: Elevating the Role of Technology within your Organization

June 2020

Currently, IT within community foundations is thought of as serving the organization’s strategy, goals, and objectives, rather than playing an integral role in shaping the strategy itself. IT departments are often asked, “Is there a tool that can do this?” rather than being invited to explain the transformative power of technology, and how it can influence and evolve the organization’s strategy.

In this report we explore the four key stages community foundations pass through on their way to truly integrating IT in organizational strategy formulation and outline some key actions you can take in each phase to lay the groundwork for the next

  Full Report


Building Your IT Strategy

May 12, 2020

It's become abundantly clear there’s a new, non-negotiable competency required of every IT leader across the sector: Strategy. Addressed collectively, technology can forge a new identity based on operational excellence and future aspirations.

Learn more about how to build a strategy based on exploring the right questions and engaging with colleagues to better meet their needs.

  Full Report


Call for Nonprofit Tech Support During COVID-19

April 28, 2020

This briefing by NetHope, NTEN, and TAG outlines ways to equip the humanitarian sector during the immediate response phase of COVID-19. For the longer-term recovery phase, we offer ways to engage in strategic efforts toward funding and building a digital infrastructure for the nonprofit sector.

  Full Report


Consumers Guide

February, 2020

A Consumers Guide to Grants Management Systems reflects the significant changes in the marketplace for grants management systems since the 2017 Consumers Guide. Funded by PEAK Grantmaking, Grantbook, and TechImpact, the 2020 release reviews the current landscape of systems as well as the new functionalities that have been added across platforms.

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Investing in Impact Infrastructure

November 8, 2018

This landscape analysis is an attempt to cut through the clutter around impact for IT leaders and their executive teams.

Pragmatic and action-oriented, this research makes the case that now is the time for an investment in culture change, shared systems, and more. Start with the Executive Summary to find discussion starter questions and a roadmap to get started.

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2018 State of Philanthropy Tech

November 8, 2018

In July 2018, the Technology Affinity Group (TAG) conducted a survey to better understand the technology environment, practices, and perceptions of TAG members and their peers throughout North America. This year’s survey includes results on IT staffing ratios, cybersecurity breaches, DEI practices and more.

  Learn More


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