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Technology Solutions to Power Up Your Philanthropy

Looking to bring your philanthropic team together, foster engagement, and organize your giving?

You’ve come to the right place. For more than 20 years, we’ve built products and provided expert services for philanthropists who wanted to make giving easier, more impactful, and cost-effective. Whether your foundation has been around for several generations or you’re starting one for the first time, our proprietary, cloud-based SaaS platform can help you power up your philanthropy.

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ENGAGE

with everyone from nonprofit partners to voting committees with tools that support collaboration

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STREAMLINE

management activities for greater efficiency

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CENTRALIZE

and organize all your foundation information and activities in a single platform

Four Essential Components of Foundation Management

DYNAMIC OPERATIONAL DASHBOARD

Workflow and task management of operational foundation processes including compliance, to dos, task management, communications, grant requests, impact planning and budget management.

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RIGHT-SIZED GRANTS MANAGEMENT

Organize and support your complete grant lifecycle with applicant partnership tools, grant request tracking, committee voting, curated templates, self-service grantee status review, and progress reporting in an elegant grantmaking solution.

INTEGRATED EXPENSE WORKFLOWS

Centralize disparate tasks like expense requests, payment approvals, departmental budget caps, and disbursements in one streamlined system.

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ACTIONABLE REPORTING & ANALYTICS

Enable users to see a consolidated view of their expenses, grants and historical activity with built-in visualization templates, best practice standard reports and robust capabilities.

What Our Customers Are Saying

”The Impactfully foundation and grants management platform has been a key tool that has helped to keep board members organized, engaged, and informed.

”Before Impactfully, I spent an entire day every month sitting down and manually entering data into Quickbooks. Now I can sit back and relax.

”Foundation Source makes grantmaking so simple because their offering is end-to-end. All I need to do is a few clicks on their online portal and they take care of all the rest.

”Working with one vendor like Foundation Source is so much easier than working with 10 different ones. I don't need to take my grant documents to my attorneys or CPAs separately because Foundation Source will take care of everything.

”I have never calculated it in my head, but Impactfully has been saving me a lot of time from all the administrative tasks.

”I really can't think of any of our foundation management needs that are not met by Foundation Source. They have it all under one roof.

”Foundation Source and Impactfully have been very helpful to me. They are the pros when it comes to foundation management.

How Foundations Use Impactfully

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Simplified Grant Processing
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  • Make grants in 4 easy steps
  • Edit grants at any point in the process
  • Track grants against MDR requirement
  • Get notifications on various foundation activities

Reporting
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  • Suite of standard, real-time reports
  • Scheduling for regular management reports
  • Dynamic reporting feature

Charity Search
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  • Search IRS Tax-Exempt Organization database for eligible charities
  • Add new charities quickly

Task & Budget Tracking
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  • ToDo assignments and planning with automated email reminders
  • Track MDR status throughout the year
  • Trustee and department budget approval workflows

Online Applications & Outcomes
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  • Quick create wizard
  • Best practice templates
  • Quick view dashboard and modification access

Expense Management
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  • Enter expenses
  • Track qualifying expenses against MDR requirement

Document Management
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  • Central repository for all your foundation documents
  • Archive meeting minutes, board books, grant documentation, tax filings and more

Contact Management
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  • Store contact details for all your charities
  • Easy access to grantee and member information

Non-Profit Support
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  • GivingHub nonprofit portal
  • Multi-user access, grant lifecycle tracking

Impact Planning
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  • View and track how grants are allocated towards causes
  • Set and name plan by year, charity type, cause or region

Resources

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Introducing Impactfully

| Demo
Impactfully brings together the best of Foundation Source — administrative and operational expertise and grants management tools in one powerful platform.
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Reimagining Philanthropy for the 21st Century – Replay

| On-Demand Webinars, Videos
Aligning your mission to nonprofit partnership best practices can be tricky. Watch this webinar to get tips from experts at Trust-Based Philanthropy and Modern Grantmaking.
From ChatGPT To #FixtheForm: The Ongoing Quest for the Perfect Grant Application Process

From ChatGPT To #FixtheForm: The Ongoing Quest for the Perfect Grant Application Process

| Blog
Streamlining questions in order to get answers that clearly show differentiation is a well-known best practice for researchers in every…