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RE Ross Trust & Grantmaking

Blackbaud Fundraising Whitepapers

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An online grants management system that places information right at your fingertips The R E Ross Trust is a perpetual charitable trust established in Victoria in 1970 by the will of the late Roy Everard Ross. Since its inception, the Ross Trust has distributed over $105 million in grants for charitable purposes in Victoria. Margarita Sagris is the Grants and Office Manager at Ross Trust and has been with the organisation since 2001. Although her role has changed and evolved over the years she has been administering all the grants for the organisation and overseeing what comes in and what is delegated to Ross Trust's two key program managers – who assess the applications monthly. Some of the organisation's critical success factors include having the right systems and staff in place and according to Margarita, these two elements really do go hand in hand. Ross Trust has been working closely with FINREA one of Australia's leading IT services providers to implement the Blackbaud Grantmaking solution and bring all its inhouse grants management and reporting online. "Through the Blackbaud Grantmaking solution the approval process is now automated rather than manual, and where it used to take anywhere between three to five days, it can now take as little as 24 hours as an automated response via email, so the grant seeker knows where they stand and can have an immediate outcome to their application." — Margarita Sagris Grants and Office Manager, R E Ross Trust The R E Ross Trust is powered by Blackbaud Grantmaking ™ Learn More Roy Everard Ross CUSTOMER SPOTLIGHT The R E Ross Trust +61 2 8918 1200 sales@blackbaud.com.au www.blackbaud.com.au April 2018

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