Grants Management

Grants Management Software with a Return On Giving

Make an even greater impact with our customizable grant management system and workflow templates! Our grant management system and versatile workflow templates empower organizations to tailor their grant processes precisely to their unique needs. By providing a flexible framework that adapts to diverse program requirements, our solutions ensure efficiency, accuracy, and transparency at every stage of the grant lifecycle. With the ability to streamline workflows and automate repetitive tasks, organizations can maximize their impact by focusing more on strategic initiatives and less on administrative overhead.

Successful grants management programs have many moving parts, and overseeing your entire team's admin tasks can quickly become overwhelming. There are many responsibilities that come with applying for and awarding grants, such as planning, design, program development, and tracking. It is far too easy to let one or more of those responsibilities fall by the wayside, resulting in an inefficient grant program. DonationXchange can help!

From the initial stages of planning and design to the ongoing tasks of program development and tracking, the responsibilities are multifaceted. Without a cohesive approach, it's all too easy for crucial aspects of grants management to slip through the cracks, leading to inefficiencies in your grant program. This is where DonationXchange steps in to offer invaluable support!

☑ At the core of your organization's mission lies the effective management of grant programs. Yet, the sheer breadth of tasks involved can pose significant challenges. Our comprehensive grants management software platform provides a centralized hub for streamlining every aspect of the grant lifecycle, from application to reporting. By automating routine tasks and providing intuitive tools for tracking progress, DonationXchange empowers your team to navigate the complexities of grants management with ease and efficiency.

☑ With DonationXchange, you gain access to a suite of features designed to enhance every stage of the donation management process. From customizable workflows that align with your organization's unique needs to robust reporting capabilities that offer insights into program performance, our platform equips you with the tools to maximize the impact of your grant initiatives.

Effective grants management software requires more than just tracking funds—it necessitates strategic planning and meticulous execution. DonationXchange provides the essential framework for managing the entire lifecycle of your grants, from initial application review to final reporting. By centralizing data and streamlining communication, our platform facilitates seamless collaboration across your team, ensuring that no aspect of your grants management process is overlooked. In addition to grants management, DonationXchange offers comprehensive donation management capabilities, allowing you to efficiently track incoming donations and allocate funds where they are needed most. By integrating grants and donations management into a single platform, we provide a holistic solution for maximizing the impact of your philanthropic efforts.

Online Precheck and Application

With our grants management software, grant application vetting, verification, and submission can all be automated with DonationXchange! Easily build digital pre-check questionnaires that are customized to fit the needs of your grant program. Grant or scholarship applicants are guided through your automated pre-check forms to verify eligibility. Only those users who pass the eligibility quiz can submit an application.

Review and track applications across your team.

Instead of waiting around in the dark wondering if you received their application, users are able to track their submission in real-time through DonationXchange’s grants management software. Your designated review team members can collectively assess multiple applications in detail, review histories of previously submitted requests, respond with further questions, and save recommendations or comments.

Cycle Management

Collect and distribute requests based on whatever grant cycle you use based on your workflow templates.

Compliance and Committee Reviews

Assign requests to outside individuals - freeing them from any logins or other hassles. All external reviewers can evaluate based on fully customizable criteria.

Follow-Up Tasks

Automate follow-up impact reports, letters, calls-to-action, and more using our task system. Include other users for verification and accountability.

Reporting

Analyze any or all of your grant history data into reports that you can export in a variety of formats for your convenience. These reports will help analyze the success or failure of the process based on the needs or expectations of the organization.

Within DonationXchange's corporate giving platform, your designated review team gains unprecedented efficiency in assessing applications. With the ability to collectively review multiple submissions in detail, team members can leverage workflow templates tailored to your organization's specific criteria. These templates streamline the evaluation process, ensuring consistency and thoroughness in the review process while saving valuable time for your team.

☑ The platform enables reviewers to access comprehensive histories of previously submitted requests, providing valuable context for decision-making. Whether it's tracking past interactions or referencing previous feedback, DonationXchange empowers your team to make well-informed assessments with confidence.

☑ DonationXchange's corporate giving platform supports workplace giving initiatives by providing a seamless donation experience for employees. Through integrated workflow templates and other features, employees can easily contribute to charitable causes directly from the platform, fostering a culture of philanthropy within your organization.

DonationXchange's corporate giving platform enables seamless collaboration among team members, allowing them to communicate effectively and share insights in real-time. Whether it's seeking clarification on an application or discussing potential recommendations, the platform serves as a centralized hub for productive collaboration, enhancing the efficiency of your corporate giving efforts.

Schedule Emails

Create email templates for each part of your campaign.

Customization

DX will customize your grants page to fit your branding.

Workflow

Designate reviewers to check, rate, comment, and move the application forward to the next stage.

Accessibility

Save and modify any applications or requests before submitting. Reset log-in information and passwords manually without needing to contact a program administrator.