The Connected Grantmaker

The right technology to go from award to impact, faster.

Relationship and End to End Grants Management for Grantmakers

Salesforce.org is thrilled to launch the foundationConnect product for Grants Management, strengthening our commitment to the social impact space. foundationConnect supports both grantors and grantees, providing an end-to-end solution that revolutionizes the process of grants management and reporting. Grantmakers are supported through the entire lifecycle of philanthropic giving — from eligibility and application, to application reviews and evaluations, all the way through grants distribution and outcome tracking. Grantees are supported through a tailored portal, allowing them to save and submit grant applications, collaborate and update status reports, and provide programmatic outcomes on an ongoing basis.

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Features

CRM + GMS = 360 View of Giving

CRM + GMS = 360 View of Giving

Manage all of your relationships, not just with applicants, and grantees but external reviewers, third party vendors, thought leaders, corporate partners, and board members on the #1 constituent relationship management (CRM) platform and in the same system as your grants management (GMS). A 360 degree view is now more achievable than ever before and with a technology that mimics the way you work.

You live in your phone and email, why not work from there too?

You live in your phone and email, why not work from there too?

Change the way you and your staff work by having a system that functions the way that you do. View any information that is in Salesforce all while working in your email — whether you're using Gmail, Outlook, or Office 365. No more toggling between your inbox and grants management system: have an update to make? Need to attach a file or create a new contact? Update and create records directly in line from your email. Log emails you send directly in Salesforce so anyone in your organization has the most up-to-date interactions with the organizations you work with. On the go — we've got mobile too!

Eligibility and Application

Eligibility and Application

Provide applicants with a central place — that's not in your email — to manage and store all the information and documents related to their applications, LOIs, status reports and more. foundationConnect's Applicant/Grantee portal makes it easy to explore grant opportunities, start, save, collaborate on, and submit an application and communicate with grant staff without clogging up your inbox. Every program is different so easily outline the eligibility requirements for each grant.

Review and Evaluation

Review and Evaluation

With foundationConnect’s Reviewer Portal, your review process is quick and user-friendly. At the click of a button, external reviewers can access applications and provide their feedback. Understand where an application is at any stage in the process, flag conflicts of interests and next steps.

Grants Distribution and Management

Grants Distribution and Management

From grant agreements and e-signatures to payment and budget management, foundationConnect makes it easy to manage your grants. Plug in the grant total, the cadence of payments and whether distribution is dependent upon a status report, where the funds are coming from and forget it! Let the system do the rest so you can focus on more important tasks and work at scale. With the Applicant/Grantee portal, grantees can update their contact information, submit status reports, view distribution amounts, and communicate with grant managers outside of email. Goodbye spreadsheets!

Outcomes Reporting and Impact Measurement

Outcomes Reporting and Impact Measurement

You do a lot of work, as do the organizations you fund. Put that data to good use. With foundationConnect's ready-to-use reporting, you can gain visibility into your application and grant portfolio at any given time and understand what's being done with the dollars you're awarding. Set benchmarks for when you want certain outcomes achieved, collect updates or status reports when you want them, visualize how your organization is progressing towards its strategic goals.

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