Foundation Source Requests
Key Features
- Reduce paper and avoid misplaced files by letting applicants submit requests on
- No limitations on the number of users or need to purchase additional modules
- Grant information accessible to everyone at the same time
- Automated process provides a high degree of customization
- Little to no training needed.
An online grants management service that makes it easy to accept grant applications, then organize, review, track and reply to those requests with a click and a key stroke.
Foundation Source Requests is an optional Advanced Service for complete online grants management. This innovative technology is fully integrated with our core services, and includes research tools for more informed grant decisions, along with processing and delivery of your grant checks.
Designed to be used by anyone, little to no training needed
Hands-on philanthropists can quickly master the power of Foundation Source Requests with no prior experience necessary. It’s designed to be intuitive and simple for anyone who uses the internet,
Communicate at the click of a button
Foundation Source Requests allows applicants to submit their requests electronically right to your own foundation website. You review proposals as they are submitted, rather than receiving a bulky board docket before each board meeting. You can track, review and respond to grant requests anytime, anywhere. Our secure system is available 24/7 and easily accessible from any internet-connected computer, anywhere in the world.
Eliminate Time Spent on Long-Shot Requests
Now you can pre-screen applicants so that you receive only those requests that meet your mission and funding criteria. An optional online Eligibility Quiz enables you to filter out unsuitable applicants before they apply, saving everyone time and effort. A customized online dashboard allows you to quickly sort through submitted requests to review those most relevant to your mission.
Information Organized for Your Needs
Foundation Source Requests ends the hassle of chasing after applicants for missing information. The online application can include required fields, so applicants can only submit completed requests.
Each applicant’s submissions and attachments are stored together in an electronic file cabinet so you never lose track of requests. And because applicants enter information themselves, data-entry errors are eliminated.
Customized to Your Process
A full complement of standardized templates enables you to easily generate letters and emails for common activities, such as acknowledging receipt of applications, requesting more information and notifying applicants of awards or declinations. Other features include easy management of multi-year grant commitments, program areas and budgeting.
Converse and Collaborate
This online platform enables foundation members to converse and collaborate with each other, and to communicate directly with applicants. You can keep notes on site visits, read comments from board members and external reviewers, or store private notes quickly and conveniently.
