Plan and Design

Ensuring your grants program is thought out, meeting your organisation goals, and properly planned is a vital foundation for an effective grantmaking process. The features below will help assist your planning phase to get you off on the right foot.

  • Create as many grant programs as you require
  • Suitable for single or multiple year grant programs
  • Maintain precise control over when your grants rounds automatically open and close
  • Generate a snapshot report of all payments
  • Track the amount awarded and/or the amount budgeted in a particular year
  • Track budgets and funding priorities across funding sources and/or financial years
  • Track budgets in hierarchically defined categories or program areas
  • Quickly confirm how much budget has been allocated, and how much remains
  • Split grants across more than one program for budgeting purposes
  • Use the Budget Overview function to pinpoint which applications are funded from which budgets
  • Create your own standard fields (for use across all programs), choice lists, contact types and contact fields
  • Subscribe to a calendar feed to stay on top of when tasks and payments are due. Round dates can also be included as form submission dates.
  • Payments API allows integration with external systems (additional fees may apply, please contact us for details)