Grant Management Software for Nonprofits and Foundations

Grant pipeline for grant-seeking organisations with every active funder relationship tracked from prospecting through to close -- letter of inquiry deadline, application deadline, decision date, grant period start and end, and all reporting deadlines for the full grant period. Grant status dashboard showing the number of active grants, total awarded, total pending, and upcoming reporting deadlines within the next 30, 60, and 90 days. Alert notifications to the grants manager and programme director as deadlines approach, with escalation to senior leadership for high-value grants approaching a reporting deadline without a completed draft. Historical grant record for every funder relationship the organisation has had -- the application history, the award amounts, the reporting submissions, and any funder communications stored against the funder record.

Restricted grant budget management for each active grant with the approved budget by category, expenditures posted against each budget line as costs are incurred, and the remaining balance visible to programme and finance staff at any point during the grant period. Expenditure posting from the finance system via integration or manual entry, with costs allocated to the correct grant based on the account coding used in the financial system. Budget modification tracking when funder approval is received to move funds between budget categories, with the modification documented against the grant record and the revised budget updated. Variance report generation for interim and final grant reports, showing approved budget versus actual expenditure by category in the format required by the funder. Indirect cost recovery tracking for grants where the funder allows an overhead or indirect cost rate, with the indirect cost calculated and recorded as part of the grant budget management.

Online application portal for grant applicants with configurable application forms by grant programme -- different programmes have different eligibility questions, narrative sections, and document upload requirements. Two-stage application process for foundations using a letter of inquiry before inviting full proposals -- LOI submission, review, and invitation to full proposal managed within the platform with applicant status notifications at each stage. Eligibility pre-screening for foundations with clear eligibility criteria, filtering out ineligible applications before reviewer time is consumed on them. Applicant organisation profile with registered charity number, financial data, and previous grant history accessible to reviewers without requiring applicants to resubmit the same information for every grant programme. Application deadline management with automatic closure at the configured deadline and acknowledgement of receipt to every applicant.

Internal review workflow with applications assigned to reviewers based on programme area, geography, or rotation rules. Scoring rubric configured per grant programme with the criteria and weighting that reflect the foundation's grant-making priorities. Reviewer scoring completed within the platform with the scores and written comments stored against the application and visible to the programme officer and grants committee. Conflict of interest declaration for each reviewer per application, with flagged applications excluded from that reviewer's queue and the conflict documented for the decision record. Committee meeting preparation with application summaries, aggregated scores, and reviewer comments compiled into a committee pack without manual assembly. Decision recording with the grant award amount, conditions, and any declination notes documented against the application for the foundation's decision record.

Grantee portal where awarded organisations submit progress reports, financial reports, and supporting documents for each grant requirement. Report templates configured per grant programme with the narrative sections, financial reporting format, and document requirements the foundation needs for compliance review. Submission deadline tracking with automated reminders to grantees as reporting deadlines approach, and overdue report flags to foundation staff when a grantee has missed a deadline. Foundation staff review of submitted reports within the portal with review comments, approval, and any follow-up requests documented against the submission. Payment release tied to report approval for foundations where grant payments are conditional on satisfactory reporting -- the next payment is not released until the required report has been reviewed and approved.

Multi-year grant management with the full award commitment recorded at the point of award and individual payment tranches scheduled across the grant period. Payment schedule tracking with each tranche's scheduled date, amount, conditions, and actual payment date recorded -- the total committed versus paid visible to the foundation's finance team for cash flow planning. Conditional payment releases where a tranche is conditional on a specific milestone or report submission, with the condition flagged in the payment schedule and the release trigger configured in the review workflow. Portfolio reporting for foundations with large multi-year grant commitments -- the total outstanding commitment across all active multi-year grants, the payments due in the current fiscal year, and the projected payments in future years for board and investment committee planning. Grant closure workflow when the final payment has been made and the final report received, with the grant record archived and the funder-grantee relationship history preserved.