Client Background

The Leon Levine Foundation is a philanthropic organization committed to improving the quality of life for communities across North and South Carolina. Guided by the vision of its founder the Foundation focuses on four core mission areas: healthcare, human services, education, and Jewish values. Through strategic grantmaking, the foundation partners with nonprofits that demonstrate strong leadership, measurable impact, and a clear path toward financial sustainability. The Foundation invests in long-term, high-impact initiatives—from expanding access to quality healthcare and advancing educational opportunities to strengthening cultural institutions and promoting community well-being.

The Challenge

Managing hundreds of ongoing programs requires meticulous tracking of payments and funding decisions. Each fiscal year, after accounting for their committed budget, the Foundation identifies new opportunities for support by adding fresh funding requests.
To monitor and manage this process the finance team relied on complex, multi-sheet Excel workbooks and custom reports. These reports compared past and future years, assessed the balance of funding across mission areas, and tracked commitments versus actual disbursements. While effective, this process was manual, time-consuming, and lacked real-time insight, which limited the team’s ability to make mid-year adjustments.

Solution

The Leon Levine Foundation implemented CloudBudget with custom Salesforce-based reports that replicate the Foundation’s existing Excel views including their custom metrics, multi-year comparisons, and mission-area balances, but with additional powerful new capabilities including:

• Drill-down into source documents
• One-click Excel export
• Interactive sorting and filtering
  
• Real-time data import for accurate decision-making

These enhancements delivered the same tailored reporting format the team knew and trusted, but with the added benefits of automation, accuracy, and speed.

Results

The Foundation’s Director, leading this project, expressed how pleased her team is with the rapid and enthusiastic adoption of the new system by their program planners. Internal adoption grew as additional staff began leveraging the new reports, utilizing them not only for quarterly management updates but also as a strategic resource for mid-year resource reallocation.

The ability to access accurate, real-time insights has transformed their reporting process from a quarterly administrative task into a dynamic resource planning tool. The team is now considering managing all budget adjustments directly from the new interface, further reducing reliance on manual Excel processes.