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Grant and Application Management
- Easily view related records
- Automated 501(c)(3) status checks
- Automated US Treasury OFAC compliance checks
- Grantees can update organization data/records
- Grantees can track application status
- Grantees can track payment status
- Grantees can track requirement due dates
- Grantees can upload progress reports
- New applicants can create an account
- Multiple individuals at an organization can have logins/profiles
- Multiple organizations or individuals from multiple organizations can collaborate on an application
- Applications can branch to show different content based on responses to questions
- Applicants can save their work and return later
- Applicants can duplicate past applications and/or clone existing or closed grants
- Auto-populate applications with in-depth organizational profile data from centralized nonprofit data repositories, such as organization information, program details, financials, impact, and demographics
- Customize application appearance
- Applicants can download full application ahead of time
- Applicants can access and complete application offline and upload/sync to system
- Audio and video file uploads
- Upload multiple files to an application
- Applicants can download completed applications, including all attachments
- Track the time an applicant spends completing an application
- Reviewers can download/print full grant application, including attachments
- Reviewers can access and score grant proposals offline and upload/sync to grant record
- Admins can show/hide reviewer comments and scores
- Support multiple scoring schemes
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Relationships and Constituent Management
- Contact records/relationship management
- Support both individual and organization records
- Organization records can include aggregate demographic information on the organization itself and the populations served by the organization
- Connect with centralized repositories of nonprofit data such as Candid, Impact Genome, or Charity Navigator to import organization information, program details, financials, and impact and demographics data into organization profiles
- Custom relationship types
- Log phone calls, meetings, letters, and emails as interactions on individual and/or organization records
- Easily log interactions conducted via external email programs like Outlook or Google
- Summary view of all interactions and grants for an organization or individual over time
- Send email through the system to individuals
- Send bulk emails through the system
- Track email opens and clicks
- Email and letter templates
- Insert custom content from system fields into emails and letters
- Personalize or customize individual emails and letters that were created as part of a batch process
- Surveys and questionnaires
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Financial Management
- Set a default payment schedule for grants
- Create custom payment schedules for grants
- Set up contingent payments
- Automated payment approval
- Securely store ACH/wire transfer information
- Report on scheduled payments
- Budgeting and forecasting
- Track budgets in hierarchically defined categories or program areas
- Enter a budget amount for each grants program and report on that information with actuals
- View the impact a particular grant will have on future year payouts with a “what if ” type feature
- Split grants across more than one program for budgeting purposes
- PRI interest payment tracking
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Automation and Integration
- Automation and integration
- Define multiple custom workflows
- Auto-assign reviews based on reviewer workload/availability
- Pre-built third-party data API connectors
- Integration with Microsoft Word and/or Google Docs
- Make batch updates via file upload
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Business Intelligence and Reporting
- Full system search, including contents of attachments
- Catalog or list of third-party data available for use in reports
- Customizable dashboards for different user roles
- Individual users can create their own custom dashboards
- Interactive charts/visualizations
- Pre-packaged charts/visualizations
- Users can edit pre-packaged reports and charts/visualizations and save them as custom reports and charts/visualizations
- Customized/ad hoc reporting
- Users can create and save custom report templates in a variety of formats (Excel, Word, PDF)
- Summary reporting across grants, organizations
- Favorite/categorize reports
- Automatic calculation of progress toward outcome goals using submitted progress reports
- Evaluation of and reporting on outcomes across programs and/or all grantees
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Technical Considerations
- Accessibility (as defined by WCAG 2.1 guidelines)
- Responsive design for mobile & tablet display
- Defaults to a modern, common taxonomy, such as UN Sustainable Development Goals, Candid PCS, Impact Genome Outcomes, or Geonames
- Users can define custom taxonomy codes or terms
- Predictive tagging of information entered into the system
- All content can be multilingual
- System integrates with online translation add-ons
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Security and Privacy Considerations
- Customizable user access control/permissions
- Multi-factor authentication
- Data encryption in transit
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Training and Support
- Implementation assistance
