Grant Application Manager easily moves your existing grant application process online, allowing you to effortlessly capture, collate and store all needed documentation for each grant application. Enable the optional Qualification stage and/or the Letter of Inquiry stage and you will limit the applications you process to only projects that match your foundation’s core funding principles and strategies.
Features
- Capture contact information for every person or organization that requests funds from your foundation.
- Use our application configuration tool to build your own custom application process.
- Build your steps, your questions, your responses and edit them if needed.
- Limit responses by character type, word limits, file type, file size and more.
- Use our instruction fields to tell your applicants exactly what you are looking for in responses so you receive the right information the first time.
- Use our qualification questionnaire so unwarranted grant requests are not submitted.
- Create a library of email templates for commonly used responses or information requests to grant applicants.
- Simplify your due diligence process by requiring supporting documentation such as Form 990, IRS Determination Letter and audited financials to be uploaded by your applicants.
- Verify application completeness, accuracy and compliance before applications are sent to review stage.
- Application status page allows grant requestors to see exactly at what stage their application is within the review process.
- All documentation is captured and stored automatically, creating an electronic document management system to be used for current review as well as historical research.