Case Study Challenges In fiscal year 2017, private support for the University of Montana totaled $84.5 million. Of that, $70.6 million came from gifts through the UM Foundation. An additional $13.8 million came through private grants to UM. Our vision is to be a leader among like-sized university development operations and foundations from across the country in our production practices, our integrity of operations and our customer service, while creating a brand as a “best place to work.” Every day, The Foundation office Staff communicates with donors to the University of Montana. Communications in - clude email, letters and contracts. These documents must be kept confidential and the information must be entered into the accounting system. Until recently, all of the paper - wo

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