Philanthropy

Reimagine Your Strategic Grantmaking Program

Achieving your mission requires you to collect data—internally and externally—to determine what to invest in and validate that funding is being used well. You also need to evaluate your grantee’s performance and outcomes, while supporting your internal processes, including grantmaking, general constituent relationship management, analytics and intelligence, and accounting. Our solutions consolidate systems and leverage a modern, open platform to provide a simple, efficient, user-friendly grants management platform.

Powerful workflow, accessible analytics and a modern platform are just the start to propelling your foundation’s mission.

Full-service Grants Management. When it comes to strategic grant-making, our team of experts leverages extensive real-world experience in the space to develop solutions uniquely catered to solve the pain points at every stage of the grant-making lifecycle. 

Driving Social Sector Excellence. We understand the unique challenges you face through our extensive work with foundations and philanthropic organizations. By being obsessed with outcomes, we use that knowledge to implement a solution that will drive powerful results. 

Leverage and Visualize Your Data. Harness the power of your data. Our solutions help you collect, track, and analyze outcomes from your grantees and across your organization.

Simple and Powerful Tools. With an integration project, we can implement Salesforce and other best-in-class software solutions to optimize workflow, user experience, and efficiency in your organization.

We know that one-size-fits all solutions don’t serve our clients in the Philanthropy sector. We’ve helped agencies in the following areas:

  • Philanthropic Organizations
  • Private Foundations
  • Community Foundations
  • Corporate Foundations
  • Family Foundations
  • Non-Traditional Grant-makers

Whether your organization just getting started with Salesforce Grants Management or optimizing your current implementation, contact us today.

Let’s Talk!

Reach out to us and we’ll walk you through how we can help you achieve your mission and make an impact using Salesforce.
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“If we had to scale up tomorrow from 350 grants to 1,000, that wouldn’t be a problem. The grants management process is so much faster that we have freed up time to launch new initiatives, like providing grantees with capacity building support.”

PHILANTHROPY SECTOR SOLUTIONS

  • Manage grants
  • Receive and manage online grants applications
  • Involve reviewers in grants application process
  • Request and track LOIs
  • Track and report on grantee data
  • Analyze and visualize data to make funding choices
  • Record and connect email conversations with contacts
  • Reduce the grants lifecycle from start to finish
  • Manage mass email and newsletters
  • Track general constituent relationship management data
  • Integrate with finance and accounting systems
  • Store and organize documents and files
  • Pull in data from external sources, such as Guidestar

PHILANTHROPY SECTOR CLIENTS

  • Philanthropic Organizations
  • Private Foundations
  • Community Foundations
  • Corporate Foundations
  • Family Foundations
  • Non-Traditional Grantmakers