New Integrated Dashboard for Private Foundations

Anyone who leads or manages a private foundation and wants to try a self-service tool that can help centralize foundation management tasks to eliminate multiple systems.

Yes. You will have the ability to add users yourself through the software.

Yes. The software has a permissions system enabling you to control what they can or can’t do on the platform.

Our platform is designed to be intuitive and there are helpful resources and short video tutorials available online. You can also reach our Customer Success team during regular business hours Monday thru Friday ET. 

The Impactfully platform has guidance windows with useful compliance tips and makes it easy to check a charity’s IRS organization status before making a grant. Please note that users will have the ultimate responsibility for conducting due diligence on potential grantees and foundation compliance.

Yes. Impactfully users are responsible for filing tax returns on behalf of their foundations. The platform helps you track and organize grants and expenses and easily export data in multiple formats for tax preparers.

Thanks to our simple onboarding process, you can expect to have access to your account and be up and running in less than a week!

Yes! With Impactfully, you can bring your data with you. We’ll provide you with a simple csv template and viola—years’ worth of grant history and foundation activity can import into the platform!

Yes, you can manage your foundation on the go with Foundation Source Mobile. Simply download the app from the Google Play Store or App Store with your web credentials.

Yes, your web and mobile credentials are the same. We made it as easy as possible to manage your foundation on the go.

You can make grants, track your MDR, create expenses, and vote on pending grants. Additionally, you can search for a charity using the IRS database, view your grant activity, contacts, documents, and paid expenses. The data you see is permission based.

When creating an expense, you can now use your mobile device to snap a picture and attach a supporting document like a receipt or invoice. You can also call, text or email contacts associated with your foundation directly from your mobile device!

Yes! If you have a grant limit set up, the app will prevent you from making the grant if the amount will surpass your limit. If you have grants that need to be approved by a voting committee, any grants created within the app will still follow that process. And if you are part of a grant committee, you’ll be able to cast your vote right from the app!