Simplify grantmaking with family & private foundation software

Secure, intuitive software that centralizes funding activities and maximizes social impact.

Trusted by foundations across the globe

delta dental
Houston Endowment
raibrook
virginia foundation for healthy youth
doris duke foundation

eBook

How Funders are Embracing Flexible and
Responsive Grantmaking Models

Discover how foundations across the philanthropic sector are increasingly embracing models of flexible and responsive grantmaking to better support grantees and maximize impact

Download the Guide

Build trust-based relationships with grantees

Connect and collaborate in real-time

Foster open communication among your board, staff, and grantees to accelerate decision-making and enhance transparency throughout the grantmaking process.

Enjoy a complete view of each grantee’s journey

Store historical data, from initial proposals to final reports so your team can easily access and build upon past relationships for years to come.

Easily track email conversations with grantees

Send personalized or bulk messages directly from your grant management system, ensuring every conversation with grantees and applicants is documented and easy to retrieve.

Collaborate with peer foundations

Join a community of funders to co-create grantee engagement strategies and share insights on what drives trust-based relationships.

Simplify processes across your foundation

Use workflows to improve efficiency and collaboration across departments

Reduce administrative burden so you can focus more on your mission and the communities you serve.

Plan multi-year grants across your programs

Coordinate long-term funding across programs to support sustained impact and track progress with ease.

Track budgets with personalized dashboards

Monitor and manage your budgets and expenditures with 100% accuracy, making sure your funds are allocated appropriately.

Engage our subject matter experts

Our client support teams have years of experience in the philanthropic sector to help support best practices and streamline workflows for your unique foundation.

Streamline grant applications and reviews

Build intuitive and easy-to-use grant applications

Allow applicants to leverage auto-save functionality, preview follow-up forms, and copy and paste responses with rich text formatting to save time. 

Automatically import application and report data

Save time and reduce manual entry by seamlessly pulling in application and reporting details.

Engage external collaborators in the review process

Facilitate collaboration among review committees, allow for shared access to applications, notes, and evaluations.

Gain better financial oversight

Examine relevant and real-time data analytics

Identify who is benefiting from your funding and measure the true impact of your grants.

Financial records accessible to all stakeholders

Produce regular financial reports that offer valuable insights into spending patterns and funding effectiveness.

Visualize data that matters to you

Visualize the data that matters most to your team.

Testimonial

Here’s what people are saying

With GivingData, we’ve been able to better keep on track with our budget, which our auditors love. This ensures we don’t have as many questions at the end of an audit season, which is really important for us as a private foundation.”

Rosemary Hitchens, Swift Foundation

Find the right grant management solution

Following our merger, we’ve combined the strengths of multiple platforms to offer a more robust and flexible suite of solutions. The chart below is a starting point to help you understand which option may be the best fit. From there, our team will work closely with you to tailor the perfect plan for your organization’s evolving needs.

Grant Lifecycle Manager

For smaller organizations looking to launch and manage your grant program quickly with minimal setup.

Excels at:

  • Speed to implementation
  • Ease of use
  • Repeatable workflows

GivingData

For organizations looking to launch, manage, and measure your grant program with ease.

Excels at:

  • CRM
  • Forecasting
  • Compliance

SmartSimple Cloud

For large organizations that need enterprise-grade features, support, and services.

Excels at:

  • Automation
  • Configurability
  • Robust integrations

Let’s connect to find the solution that fits your organization best.

Ready to explore our grant management software for foundations?

Discover how our grant management software for foundations can transform your grantmaking processes and maximize your impact.

With powerful features customized to:

  • Meet your team’s unique needs
  • Save time
  • Boost operational efficiency
  • Improve your foundation’s decision-making.

FAQs

Why is grant management software important for foundations?

Grant management software streamlines application processes, improves data accuracy, and boosts transparency for foundations. This results in better decision-making and more efficient fund distribution, ultimately increasing their impact on grant recipients and their communities.

How can foundations select the right grant management software?

Foundations should assess their specific needs, evaluate software features and scalability, check user reviews, and ensure compatibility with existing systems. Trial periods and demos can help them determine the best fit.

What should foundations look for in grant management software?

Foundations should seek out grant management software with user-friendly interfaces, robust reporting and analytics, scalability, customization options, and strong security features. They should also consider how well the software will integrate with their current systems and whether it offers reliable customer support.

How do foundations implement grant management software?

Foundations must first identify their individual requirements and select a suitable platform. Next, they should integrate it with their existing tech stack, train staff, and establish protocols for data migration and ongoing support.

What are best practices for foundations using grant management software?

Common grant management best practices include regularly backing up data, continually training staff, setting clear protocols, monitoring and evaluating software performance, and maintaining open communication with the software provider to receive support and stay abreast of updates.

What are common challenges foundations face with grant management software?

Foundations must often address several key challenges to achieve effective and efficient grant management, including data migration issues, integration difficulties, data security concerns, slow user adoption, training obstacles, and fragmented software update management.

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