CRM and Grants Management
For Foundations

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James IrvineRed CrossGreat Outdoors ColoradoNYS HealthOpen Society Foundations

Establish Efficient Collaboration with Grantees

Provide your grantees with one central place to manage all the information related to their applications, LOIs, status reports and more. Eliminate pain points that come with paper-based processes and enable effortless collaboration.

Streamline the Review Process

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.

Dashboards and Reporting Tailored to Your Needs

Run reports on any or all of your data in the system to visualize the progress of your grants, track payment schedules for finance, and much more. Customize your dashboards to ensure that your team can review the data they need at any time with easy-to-read charts and drag and drop ad-hoc reports.

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102 Clients


$3 Billion in Annual Grants

Grantees in 130 Countries

Manage Grantee Reports in the Cloud

foundationConnect makes it easy to control how your organization will collect information on your grantee’s progress. Set up various online forms to capture information from your grantees and seek updates on their spending with a grantee budget feature.

Integrate with Gmail and Outlook

Manage grantee information from your email, storing attachments and contacts directly to foundationConnect. By seamlessly integrating Gmail and Outlook with foundationConnect, you and your team work more efficiently.

Mobile-Ready

Give your organization easy access on-the-go from any device. foundationConnect is accessible from anywhere and anytime.

Track Your Foundation's Impact

Gain better insights into your foundation’s grantmaking efforts and identify the areas where you can have a greater impact. Set benchmarks and create reports so your team can measure and analyse what is being accomplished with your awards. With one easy tool, track your foundation’s objective and subjective outcomes.

Centralize Your Finance

Supply your staff with the tools to easily track and manage program budgets. foundationConnect allows you to consolidate all of your financials and say goodbye to spreadsheets.

New York State Health Foundation Engages Trusted Partner roundCorner to Transform their Grantmaking Lifecycle

“Working with foundationConnect is like driving a comfortable car. It has high-quality features, high-quality performance and is easy to use. It can be enhanced to each organization’s unique needs.”

– Ursula Stewart, Senior Grants Associate at the New York State Health Foundation

 

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