A grantee portal is an excellent tool for foundations to streamline grant application and approval processes while reducing the administrative burden on grantees. But as we know, there are learning curves associated with using any new platform. This can often make adopting and supporting the use of a grantee portal time-consuming for both grantmakers and grantees.
In this video, three GivingData users share their best practices to help grantees adopt and comfortably use a grantee portal: Richelle Pittella, Grants Training & Process Manager at Conrad N. Hilton Foundation; Jodi Zahm, Grants & Communications Manager at Foellinger Foundation; and Mary Kadzielski, Consultant at Philanthropy.io.
Watch this webinar recording and learn how to address the following questions:
- How can foundations ease the adoption process of their grants portal for new grantees and staff members?
- When moving to a new portal, how can grantmakers make the transition as seamless as possible?
- What are some best practices and methods for ongoing grantee portal usage and support?
Presenters
Casey DeSain is a Senior Marketing Manager at Foundant, where he’s spent nearly four years helping mission-driven organizations tell better stories and connect with the communities they serve. Casey has over a decade of marketing experience spanning B2B SaaS, digital strategy, and content development. He currently lives in Los Angeles with his wife and two daughters. In his free time, Casey likes to read, play board games, and take his daughters to theme parks.