Grants Management.

Track, manage and deliver funding programs.

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Accelerate Critical Funding

Communities need vital resources right now and grants are a critical investment to help organizations get what they need. But managing funding programs can be tedious and time-consuming when using multiple systems, or worse — paper and spreadsheets. With Salesforce Grants Management, grantmakers can streamline their processes to get critical funding out to their communities quickly.

Features & Benefits

Grant management software connecting programs and grants on a desktop

Connect Grants and Programs

No matter the size and scope of funding programs, with Salesforce Grants Management software, organizations connect programs, sub-initiatives, and respective grants to understand how they’re driving the philanthropic mission forward. With access to the same data, grants and program managers alike can view funding requests, grant stages, disbursements schedules, funds disbursed, and remaining balances and keep grants moving through the funding lifecycle.

Simplify The Application Process

Grantmakers can customize grant applications based on the unique requirements for each funding opportunity easily with a pre-built template. For any private grants, grantmakers can send customized invitations to organizations they think would be a good fit. When applications are submitted, they are stored in Salesforce giving staff a comprehensive record of each grantee and making it easy for teams to collaborate, review, and report on them later on.

Grantee portal on a website making grants easier to find online

Improve the Grantee Experience

For individuals and nonprofits, finding and applying for grants takes away vital time and resources from delivering on their mission. Grantmakers make it easy for them to find and apply for funding opportunities and view application statuses through a customizable grantee portal. After grants have been awarded, grantees can use the portal to submit ongoing progress reports, view upcoming payments and see what requirements are expected before they receive the funds — all in a single place in our grant management software.

Disbursement scheduling online module on Salesforce Grant Management software

Gain a Holistic View of Due Diligence

Stay on top of due diligence before deciding on nonprofit partners to invest in. Grantmakers can choose from pre-configured templates that differ by program, grant size, budget and more. Past verification checks are stored automatically so when a previous applicant applies, grants managers don’t have to repeat the process and they have historical context as to why a partner was funded or not.

Grant management online reports to measure impact on a desktop

Reporting Made Easy

Grantmakers collect a lot of data and with Salesforce they can put it to good use. With pre-built, ready to use reports, they can gain insights into their grant programs quickly and easily without having to bring in IT teams or worrying if data is outdated. All of this while laying the groundwork for adding on more advanced impact measurement tools.

Members of the Salesforce.org community of nonprofits, grantmakers and partners

Built Alongside the Community

Grants Management leverages Outbound Funds Module as its foundational layer of innovation. In an incredible show of sector collaboration, Outbound Funds Module was built by the Salesforce.org community of nonprofits, grantmakers, partners, and staff under the Salesforce.org Open Source Commons program. Salesforce.org adopted the free and open source Outbounds Funds Module and continues to innovate alongside the community to further develop solutions for the grantmaking sector.

The Power of Us Hub

Connect with other grantmakers in the Power of Us Hub.

Visit the Power of Us Hub