Track every grant,from application to final report.
Grant tracking
Every grant, every deadline, in one place.
An optional add-on that keeps grants in the same system as your donors and gifts. See every grant's status, record each payment as it arrives, and get a reminder before a payment or report is due.
- Grants you receive and grants you give, in one list
- Payment schedules that show what is paid and what remains
- Reports, conditions and reminders before they are due
- A log of calls, meetings, emails and files on every grant
Questionsabout grant tracking
It is an optional add-on that lets you track grants from application to final report, in the same system as your donors and gifts. You can track grants you receive and grants you give, with payment schedules, reports and conditions, reminders, and a log of calls, meetings, emails and files.
Yes. Each grant is marked as incoming or outgoing, so foundations, churches and charities that fund other organizations can track both in one place.
Yes. You can set a reminder a number of days before a payment or a report is due, or on a fixed date, and choose whether it arrives in the app or in the app and by email.
Yes. Add each payment with its due date and amount, record each one as it arrives, and the grant shows what has been paid and what remains.
It is an optional add-on, so you only add it if you need it. Book a short call and we will tell you what it adds for your organization.
Yes, we can help you move your existing records over. See our guide to grant tracking in a spreadsheet versus software.