CASE STUDY 10

Community Foundation (Virginia)

Bringing clarity, confidence, and credibility to a small but mighty foundation.

ORGANIZATION OVERVIEW

Type: Small Community Foundation

Location: Virginia

Size: Funding 35+ community programs annually

Mission: Strengthen local nonprofits through grantmaking, capacity building, and philanthropy

THE CHALLENGE

The foundation assumed they were “too small” for BI tools.

They struggled with:

  • Tracking grant outcomes across organizations
  • Disconnected reports
  • Limited ability to compare program performance
  • Difficulty communicating impact to donors
  • Manual reporting that drained staff time

They needed something simple but credible.

GOALS & DESIRED OUTCOMES

They wanted to:

  • Track grantee outcomes consistently
  • Improve transparency for donors
  • Build dashboards for internal use and board review
  • Strengthen impact storytelling
  • Modernize their grantmaking process

SANDAI’S
APPROACH

SaNDAI built a small but scalable solution:

  • A Grant Impact Dashboard summarizing outcomes per program

  • A standardized reporting template all grantees could use

  • Cleaned, organized outcome data across years

  • Training for staff on data storytelling and donor communications

THE SOLUTION DELIVERED

  • A grant portfolio dashboard

  • Easy data upload tools for grantees

  • Automated donor-ready impact summaries

  • Real-time insights into program strengths and gaps

THE RESULTS

Stronger donor confidence due to transparent reporting

Faster grant reviews and decision-making

Easy comparison across programs and years

Improved accuracy in reporting

Staff time freed for capacity-building work

IMPACT ON
MISSION

With clearer data, the foundation can better support grantees, target resources effectively, and tell a compelling story of community impact.

WHY THEY CHOSE SANDAI

They wanted a no-jargon, capacity-friendly partner who could build BI tools without overwhelming a small staff.

WHAT’S NEXT

SaNDAI is integrating Agentic AI to help automate donor updates and quarterly portfolio summaries.

CLIENT TESTIMONIAL

“We didn’t think we were ‘big enough’ for data tools like this. SaNDAI proved us wrong. Our new BI system is simple, affordable, and gives us everything we need to tell our story with confidence.”

— Executive Director