Grant management software for corporate foundations
From intake to reporting, manage the full grant lifecycle with tools that align with your company’s values and social responsibility goals, while maintaining efficiency and transparency.
Trusted by corporations across the globe
eBook
A Guide to Evaluating Grant Management Systems for Corporate Foundations
Discover best practices and expert tips when evaluating grant management systems.
Build stronger relationships with grantees and stakeholders
Collaborate seamlessly with nonprofits and community partners
Collaborate seamlessly with nonprofits and community partners
Capture all engagement touchpoints
Log meetings, site visits, and virtual check-ins to maintain a complete history of interactions with grantees and internal stakeholders.
Gain a comprehensive view of each grantee’s journey
Access a full timeline of applications, awards, reports, and outcomes to evaluate progress and impact.
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.
Simplify operations across your corporate foundation
Use tailored workflows to streamline cross-functional collaboration
Coordinate seamlessly across CSR, finance, legal, and executive teams, ensuring alignment with business goals and philanthropic strategy.
Plan and manage multi-year initiatives
Visualize long-term funding commitments and milestones across programs such as education, sustainability, workforce development.
Monitor budgets and allocations with dynamic dashboards
Track spending, forecast disbursements, and ensure funds are used in alignment with corporate giving priorities.
Collaborate with peer foundations
Join a network of corporate funders to co-develop workflow templates and budget tracking tools that reflect ESG and CSR standards
Streamline grant applications and reviews
Design intuitive applications for nonprofits and community organizations
Make it easy for applicants to submit proposals aligned with your foundation’s mission and brand values.
Enable collaborative review and feedback directly within the portal
Use in-form commenting and scoring tools to guide applicants and refine submissions.
Automate data import from applications and reports
Reduce manual entry and ensure consistency across records for better audit readiness and reporting.
Engage external reviewers and employee committees
Facilitate peer review processes that include subject matter experts and employee volunteers to assess community relevance and feasibility.
Gain better financial oversight of corporate giving
Examine relevant and real-time data analytics
Examine relevant and real-time data analytics to 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
Track budgets with precision
Use personalized dashboards to monitor disbursements, manage multi-year commitments, and ensure funds are used as intended.
Visualize financial and programmatic data together
Combine budget data with program outcomes to assess return on investment and inform future funding strategies.
Testimonial
Here’s what people are saying
Sharing our SmartSimple Cloud experience with other Merz departments and affiliates has helped us demonstrate our value and commitment to live our vision to become the most admired, trusted, and innovative company for our customers. We’ve also been able to illustrate how the SmartSimple Cloud might be used in other areas of the organization.”
Micheal Hall, Merz
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 corporate 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.