Software for Jewish Foundations

Purpose-built for the unique structure, mission, and traditions of Jewish Foundations.

From fundholder engagement to complex investment allocation and donor recognition, akoyaGO is the all-in-one software solution that evolves with your organization, built on the secure, scalable Microsoft Dynamics 365 platform.

The Leading Foundation Software

Trusted by Jewish Foundations

The Leading Foundation Software

Trusted by Jewish Foundations

All-In-One Software Solution

Unify Your Systems, Honor Your Legacy

No more cobbling together disconnected platforms. With akoyaGO, fund accounting, donor relationship management, grantmaking, and CRM live in a single, intuitive environment that is designed to reflect the complexity and care behind every decision your foundation makes.

Whether you’re tracking sub-fund donor contributions, managing tributes, or automating scholarship matches, our software flexes to fit your needs.

Key Features for Jewish Foundations

CRM That Reflects Your Community

Tag, filter, and segment by religion, region, department, relationship status—or even by record type, such as vendors, donors, or grantees—for precise list management and targeted outreach. Manage multiple email and physical addresses per record, complete with preferred flags, start/end dates, “send mail” toggles, and mail type designations, ensuring every communication is accurate and timely.
Tailored Submission Workflows

Custom submission workflows across portals ensure that donors, grantees, and scholarship applicants follow tailored processes that align with your foundation’s structure and intent.
Sub-Fund Tracking Without the Noise

Manage thousands of donor-specific funds through configurable attributes instead of cluttering your ledger. Get clean, accurate reports without compromising your internal structure.
Tribute Giving with Impact

Process and track tribute cards. Celebrate generosity in a way that reflects your community’s values.
Scholarship Matching, Simplified

Match applicants to scholarship criteria automatically and fairly, eliminating manual work while staying true to your intent.
Modern Fundholder Experience

All within a user-friendly portal, let donors view fund and grant history, request grants with cart-style submission.
Streamlined Online Giving

Accept donor contributions through a configurable portal.

Unleash the Power of our Platform

Microsoft Dynamics 365

Built on Microsoft Dynamics 365, akoyaGO offers unmatched security, role-based access with Office 365 login, Office 365 integration, and robust API support for third-party systems, so you can keep evolving without replacing your core.

Donor Management

Financial Management

Grant Management

Relationship Management

Donor Management

Enable stronger relationships through centralized data, personalized engagement, and streamlined communications.

Stay organized and proactive with integration capabilities, effortless automation, and powerful dashboards
Robust addressee and salutation logic ensures communications are accurate, personalized, and aligned with your donors’ preferences
Control what each fundholder sees with curated visibility options to ensure a personalized, compliant, and intentional donor experience

Financial Management

Whether you’re managing multi-entity structures or tiered fee formulas, akoyaGO brings real-time accuracy and transparency to your financials. Built-in fund accounting tools streamline reporting, automate tasks, and provide a centralized, user-friendly view of your foundation’s financial health.

Fully integrated systems with real-time financials – no manual synchronization required
Support for SOFA, SOFP, 990, and audit-ready reports available at the fund level, entity level, and in consolidated formats.
Dimensional accounting with flexible chart of accounts
Tiered spendable income and fee structures
Audit trail capability and configurable approval flows, ensuring transparency, accountability, and compliance readiness

Grant Management

Create flexible, configurable submission forms with grantee selection (including non–Pub 78 organizations), past grantee lookup, address entry, acknowledgment options, and dedicated fields for purpose, notes, and instructions
Automate internal workflows and approvals with configurable steps.
Maintain alignment with your mission by excluding specific organizations from eligibility
Streamline disbursements and capture fiscal sponsor relationships
Accelerate evaluations and gain insights with intuitive tools for applicants and staff

Relationship Management

Identify and cultivate new relationships as well as nurture existing ones with centralized hub for all your data
Efficiently manage your communication and relationship management efforts with day-to-day tracking and real-time reports
Easily add and organize notes with lookup fields for type, author, and linked records—such as campaigns, funds, or contacts—so every interaction is well-documented and easy to reference
Flexible code table management allows staff to auto-add new values on the fly, keeping your data current without the need for system reconfiguration
Store general email addresses and websites at the entity level to ensure organization-wide communication fields are standardized and easy to access across records
Classify a single contact as a donor, grantee, prospect—or all three—within one unified record, ensuring accurate, holistic relationship tracking without data duplication

Industry Knowledge

As a highly skilled and experienced team, we bring solid expertise and domain knowledge to the table.

We are well-versed in best practices for foundations and possess the necessary tools to provide exceptional service. As your dedicated technology partner, we are committed to going above and beyond, continuously striving to apply our extensive industry knowledge to design tailored solutions that effectively tackle your distinctive challenges and meet your needs. Additionally, we pride ourselves on delivering top-notch customer support, ensuring that you receive the highest quality assistance every step of the way.

Client-Centric Care

We have a team dedicated to the implementation process. Each new client is assigned a project manager who shepherds the entire process, including data conversion. Your team plays an active role throughout implementation, with opportunities to give feedback, review key components, and approve major decisions along the way. We collaborate closely with you to ensure the system is configured to reflect your foundation’s needs.

Once implemented, our account management team serves as a bridge between our clients and our company. Not only do they serve as advocates for clients’ goals, requests, and desires, they also strategize with internal teams to improve our products and services based on client feedback.

GOsupport, our online client portal, allows clients to create and track cases, increase knowledge through updated guides, as well as interact with other clients through forums.

“The project management and implementation team has been thorough, thoughtful, and in constant communication with us. Their skill and diligence have given me confidence in the process…the flexibility of the core system, combined with the team’s responsiveness, gives us comfort that we will work through any issues with agility and swiftness.”

– Barberton Community Foundation

Amplify Your Foundation’s Mission

Your mission deserves unwavering support. akoyaGO equips you with the tools and insights needed to accelerate your impact.

All while staying true to your core purpose. Unleash the full potential of your foundation’s mission with akoyaGO.