Grant Management

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Grant Management You Can Navigate on Autopilot

Streamline grant submissions with a curated toolbox offered by DonorPerfect.

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DonorPerfect expertly navigates each step of grant management from letters of inquiry to awarded funds and follow-up reports.

Grant submissions can be a convoluted process, but with the right tools at your fingertips, you’ll find you have the capacity and skill to manage them with ease – almost like your process is on autopilot. Scheduled reports can remind you of approaching deadlines, file storage makes it easy to save and repurpose narratives and reports, and gift linking allows you to easily monitor your return on investment.

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Reports ready to deliver the data you need.

DonorPerfect provides ready-made or custom reports to ensure you have the information you need. You can easily run reports to see:

  • Funders with submission deadlines in the coming months
  • Organizations that fund specific programs or geographic regions
  • Awarded grant money and the associated grant proposal
scheduled grant reports

Never miss another deadline with scheduled reports.

Staying on top of submission deadlines and periodic grant reports can be a challenge. Fortunately, DonorPerfect offers scheduled reports that land directly in your inbox. You can choose to send reports to yourself or your colleagues to ensure that the right person is alerted to important approaching dates.

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Track foundations and other grantors with the details that matter to you.

DonorPerfect has built-in fields to make identifying foundations and trusts easy. You can track areas of interest, geographic regions funded, the monetary value range of grants offered, and the types of grants awarded. If you need more details, DonorPerfect offers the ability to customize data entry screens, and with DonorPerfect’s SmartScreens, you can make these fields specific to foundation records.

Grant status report

Track the status of grant applications.

With DonorPerfect’s contact information, you can track a grant application in each stage of the process. From the letter of intent through the post-funding reports, you can track the entire grant lifecycle making sure you deliver polished and timely communications with your funder. This is a great tool to ensure you develop a thriving donor relationship with the foundations in your network.

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Keep important documents at the ready.

With grant reporting, a lot of the information you provide is repetitive. DonorPerfect’s hosted file storage ensures you have your saved documents at the ready so you can recycle and tailor your narrative for future grant applications.

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Link gifts directly to your grant information.

Make it easy to identify which gifts in your database resulted from your grant writing efforts. When that hard-earned award money comes in, you can record it in DonorPerfect and link it directly to the grant effort. This makes it easy to track your return on investment.

Make Grant Management Easy with DonorPerfect