The Suzanne and Walter Scott Foundation manages $4 billion across 18 entities. Sage Intacct streamlines their finance operations and unlocks time for strategic impact.
Suzanne and Walter Scott Foundation’s small staff manages $4 billion and 18 entities. They had no time for a 10-year strategic plan, or even a crucial annual budget. Funds ready to distribute, but no tools to help determine who needed the cash most urgently. Month-end close was pushing a month, while complex multi-entity consolidations meant 2 full days to fix mistakes.
Switching to Sage Intacct cut month and year-end close times in half, simplified multi-entity management via CRM integration, and one-click consolidation. With customized dashboards for each company’s leadership team, they provide tailored visual data that enables faster decisions and stronger accountability. For the team, time saved through automation made the biggest impact.
The foundation freed time from manual tasks, allowing deeper focus on evaluating grants and applications. This shift helped them honor their founder’s mission, ensuring funds are distributed thoughtfully and sustainably. With more time to plan strategically, they avoid dipping into their principal, safeguarding their ability to give in perpetuity while making meaningful grants.
