Strategic Philanthropy Pricing

Enable grants managers to configure and set up new grant programs with specific parameters and guidelines.

Provide tools to create, manage, and monitor budgets allocated for grant programs, including tracking committed, unallocated, and allocated funds.

Configure grant application forms and requirements to capture relevant data from applicants.

Administer user roles and permissions to control access to grant management tools and ensure data security and confidentiality.

Manage the generation, distribution, and tracking of invitation codes for grant application access, ensuring controlled and secure application submissions.

Manage lists of products eligible for grants, facilitating the distribution of non-monetary gifts to recipients.

Configure flexible approval workflows tailored to each grant program’s requirements, streamlining the review and approval process.

Automatically assign request owners based on grant proposal types, ensuring accountability and efficient application handling.

Automate repetitive tasks and actions within grant management processes to improve efficiency and reduce manual effort.

Manage and streamline email communication related to grant applications, approvals, and updates, ensuring effective and timely correspondence.

Access our centralized, rigorously vetted and searchable database of nonprofits. These FrontDoor records include critical information like banking details, cause overviews, or org status.

Administer and customize the NPO portal, providing non-profit organizations with a user-friendly platform to interact with grant programs.

Automate the calculation of non-profit organization eligibility based on criteria such as tax status and geographical location.

Implement tools to screen grant applications, including eligibility quizzes and watchlist scanning, to ensure compliance and mitigate risk.

Integrate with eSignature tools such as DocuSign and Adobe e-Sign to capture legally binding signatures on grant-related documents.

Quickly fund partners and minimize the burden of managing payments with our weekly Bonterra Disbursements Service.

Provide tools for clients to manage grant payments internally, including the creation and tracking of payment batches.

Capture and store point-in-time data for individual grant applications, facilitating audit trails and analysis.

Track and maintain an audit log of activities and changes within the grant management system for accountability and compliance.

Integrate with the relevant third-party charity databases in your region to verify the eligibility of non-profit organizations and ensure compliance with regulatory requirements.

Provide pre-built templates for impact reports and other grant-related documents, ensuring consistency and adherence to industry best practices.

Automate the process of requesting impact reports from grant recipients, ensuring timely submission and comprehensive reporting.

Enable recipients to submit impact reports detailing how grants were utilized and the outcomes achieved, facilitating accountability and transparency.

Automate the generation and distribution of key performance indicator reports to stakeholders, providing insights into grant program effectiveness.

Increase grant workflow efficiency through insights about the time taken for requests to go through the approval process, highlighting steps that might cause delays or bottlenecks.

Understand and optimize approval process efficiency with metrics such as the total count of requests in each status, average days for approval, and identifying bottlenecks in the workflow.

Enjoy a comprehensive view of submitted grant applications, enabling administrators to track metrics such as the total count of requests, status/disposition distribution, and average processing times.

Integrate external data sources such as geocoding and census data to enrich grant-related insights, allowing for deeper analysis and informed decision-making in grant management.

Provide comprehensive insights into total giving activity by combining Employee Engagement and Grantmaking data, offering a holistic view of corporate philanthropy efforts.

Extract your strategic philanthropy data into other systems for further analysis, utilizing nine different endpoints and the option to include custom fields.

Seamlessly share your data with a client’s Snowflake data warehouse, including standard and custom fields, with minimal development effort required.

Each of the solutions above comes with a pre-defined number of insight licenses. Customers can choose to purchase more insight analyst or viewer licenses.

The Grants Management solution comes with a pre-defined number of admin user licenses. Customers can choose to purchase more admin user licenses.

The Grants Management solution comes with a pre-defined number of limited user licenses. Customers can choose to purchase more limited user licenses.

Customers who purchase the Employee Engagement or Strategic Philanthropy Enterprise solution can choose to also purchase an integration that allows them to import events from VolunteerMatch to connect employees with non-corporate volunteering opportunities.