Rants About Grants

Gateway to Grant Success: 17th Annual Grant Professionals Association Conference

Posted by Dahna Goldstein on Thu, Aug, 20, 2015 @ 14:08 PM

This is a guest post from Kelli Romero, Membership Director at the Grant Professionals Association

GPA_Conf_Web-Banner-2015-300x250

The 17th Annual Grant Professionals Association* conference will be held in St. Louis, Missouri on November 11­14, 2015. This year, the Grant Professionals Association (GPA) has blazed a trail of new and exciting workshop sessions, innovative learning experiences and networking opportunities.

This is a must ­attend event for anyone involved with grant management and grant proposal preparation. GPA Conference workshops offer expert advice from the grant profession’s most successful and accomplished grant proposal developers/managers. Workshop tracks include: Proposal Development and Planning, Donor Relations and Research, Grant Management and Reporting, Evaluation and Collaboration, and Federal Grants. Sessions are targeted to individuals with varying levels of experience from beginner to mid­career to advanced topics (new this year).

Workshops cover topics such as:

  • State of Grantseeking and Its Implications for Grant Professionals – presented by Altum’s own Dahna Goldstein!
  • Grant Management (Not) For Dummies: The Price You Pay After the Award]
  • How to Stage a Proposal Like Staging a Home – Emphasize Best Assets
  • Understanding Online Grant Applications­Interactive Q & A
  • Overcoming the Challenges of Grant Seeking and Management in Large, Fiscally Diverse Organizations

Several workshops focus on specific fields, such as grant management, government, education, human services, and faith based organizations.

This year’s conference will highlight some keynote and featured speakers as well as some wonderful sponsors and exhibitors, such as Altum!

Who Should Attend:
Anyone involved in grants: Grant Writers, Grant Managers, Grant Consultants, Grants Officers, Grant Coordinators, Development Directors, Executive Directors, Government Relations Officers, Financial Officers and any other Grant Professionals. Any level of experience, beginner to expert.

In today’s extremely competitive world for grant awards, the organization that invests in the professional development of its grant professional increases its odds of receiving grant funding tremendously. The opportunity to meet and learn from this caliber of presenters will not be matched at any other venue.

Registration for this conference is a small investment for the knowledge and increased competency you will gain at this premier event. To find out more information about the conference or register go to: 17th Annual GPA Conference.


*The Grant Professionals Association (GPA), a nonprofit membership association, builds and supports an international community of grant professionals committed to serving the greater public good by practicing the highest ethical and professional standards. Founded in 1997, GPA has grown close to 2,000 active members representing all 50 states and internationally. More than 50 chapters have formed in the past five years.


Topics: grantseeking, grants, nonprofit grant writing

Spring 2015 State of Grantseeking Report

Posted by Dahna Goldstein on Tue, Jul, 07, 2015 @ 10:07 AM

Spring_2015_State_of_Grantseeking

Altum is delighted to share the results of the Spring 2015 State of Grantseeking report, conducted in partnership with GrantStation.

The Spring 2015 State of Grantseeking survey found that there was a decrease in the rate of funding from most sources, including a 2% decrease in funding from community foundations and a 4-5% decrease in funding from all government sources.

While foundation giving reached an estimated $54.7B in 2013 and 2014 giving is expected to be higher, grantseekers report challenges when pursuing grants, including lack of time and staff to pursue grants and increased competition for funding.

Other key findings from the survey include:

  • The median largest grant awarded was $43,800, the lowest since Spring 2011;
  • Grant funding comprised a greater percentage of the annual budget for medium-sized organizations than for either small or large organizations;
  • Frequency of funding from different sources correlates to organization size.  For example, while 18% of small organizations (budgets under $100,000) report that their largest award source was community foundation grants, 43% of extra-large organizations (budgets over $25 million) report that their largest award source was the Federal government;
  • Organization focus area suggests types of funding sources to pursue.  For example, arts and culture organizations may want to target local government grants in addition to private foundation grants, while animal-related organizations should focus primarily on private foundations.
Largest_Source_of_Funding_by_Mission_Focus_Spring_2015

Download the Spring 2015 State of Grantseeking Report
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Organizations using PhilanTrack reported higher success rates than the average organization in the survey.  Specifically:

  • PhilanTrack respondents reported sources of funding at rates ranging from 13% to 80%, compared to 11% to 76% for all organizations.  In other words, PhilanTrack users received funding from all grant sources at rates higher than the average survey participant;
  • The median largest award for PhilanTrack organizations was $49,945, 14% higher than the median largest award for all organizations in the survey.

To learn more about how PhilanTrack can help your organization achieve better grantseeking results, watch this overview video or register for an upcoming webinar.

Topics: grant writing software, nonprofit grant management, state of grantseeking, grantwriting software

Finding Your Path Just Got Easier

Posted by Dahna Goldstein on Mon, Jun, 22, 2015 @ 18:06 PM

This is a guest post by Cynthia Adams, CEO of GrantStation

 

Pathfinder-Logo

About a year ago, I (virtually) sat down with my staff and told them I wanted to build an interactive program that would help individuals who are trying to develop their grantsmanship skills. I thought this concept might stimulate some interesting conversation. I had no idea how quickly the staff would latch on to it!

Why was their reaction to this idea so positive?

Because we had all been experiencing the same thing, over and over. GrantStation Members (about 25,000) were hungry to learn more. GrantStation Insider subscribers (about 250,000) were always asking about learning opportunities.

Grantsmanship is somewhat of a mystery to many individuals, and most people assigned with the task of grant research, writing, or management, not to mention strategic planning, are often looking for guidance.

So, the good news was we had identified a real need. Our challenge became, how do we build something that will actually help individuals improve their grant seeking skills?

After much contemplation, planning, testing and programming we launched, on June 18, a new, public website called the PathFinder.

The PathFinder is designed to help individuals develop their career path as grant professionals. The PathFinder library provides profiles of top quality resources that can strengthen an individuals ability to secure and manage grant awards. Each posting is vetted by our staff, so you are getting the 'cream of the crop'.

To get started, you can browse the library, search the resources, or use the Find Your Path tool to develop your own learning plan. You can get a full tour of how this site works by watching this short, introduction video posted on the home page.

Whether you consider yourself to be a novice, somewhat experienced or a professional, I believe you will find the resources to be of high quality and useful.

We've organized the resources into three categories: timely events, quick study, and deep dive. Timely events include live webinars, workshops and trainings, as well as conferences. Quick study items include articles, reports, blogs, and other items that take a little time to absorb. And, the deep dive resources all focus on interactive tools, books, certificate and master programs.

This site, like many sites nowadays, allows you to rate the resources, so once you’ve read a book or a report, taken a webinar or attended a training, please come back and rate the resource so others can learn from your experience!

 

Cynthia Adams has spent the past 40 years helping nonprofit organizations raise the money needed to do their good work. Many of her early efforts centered on raising funds to set aside wilderness areas in Alaska. In 1990 she started her first company, the Alaska Funding Exchange. This endeavor served as the testing ground for a national company, GrantStation, which opened its Internet doors in the fall of 2001. Cindy built this business because she believes that grantseeking requires a thorough understanding of the variety and scope of grantmakers and sound knowledge of the philanthropic playing field. Her life's work has been to level that playing field, creating an opportunity for all nonprofit organizations to access the wealth of grant opportunities across the U.S. and throughout the world. Cindy enjoys hiking, gardening, and "movie night" with friends. Her husband, John Luther Adams is a composer, so she also listens to a lot of 21st Century music

Topics: resources for nonprofits, grantseeking tips, nonprofit grant writing

And the Winner of the 2nd "Ugliest" Grant Tracking Spreadsheet Contest Is…

Posted by Dahna Goldstein on Wed, Apr, 29, 2015 @ 12:04 PM

The second annual "Ugliest" Grant Tracking Spreadsheet Contest received some truly impressive responses.   Entries were judged based on a number of criteria that make grant tracking spreadsheets difficult to work with, including their complexity, susceptibility to error, duplication of information, and reliance on one person’s specific knowledge to navigate.

Without further ado, the winner is…StreetLightUSA!

StreetLightUSA is a nonprofit that helps adolescent girls transition from trauma to triumph by helping them get out of the sex trade.

StreetLightUSA will receive one year of free access to the PhilanTrack online grants management system to replace their "ugly" grant tracking spreadsheets with an online system that will help the organization streamline all of its grant-related activities.

There were a number of compelling submissions in this year's contest.  Grantseekers are using Excel to manage everything from contact information to proposal status, and more.

Here are some of our favorites (note: some images have been modified slightly to minimize any identifying information):

 Ugly_grant_tracking_spreadsheet_1

Ugly_grant_tracking_spreadsheet_2

Ugly_grant_tracking_spreadsheet_3

Ugly_grant_tracking_spreadsheet_4 

 

 

In addition to some very illustrative visuals of challenging spreadsheets, there was one particularly impressive and detailed description of a grant tracking database (selection from the description included here):

ABOUT THE DATABASE TAB ORANGE field heading text means the column cells contain a function. A GREEN triangle in the upper left corner of a cell means there is a function in it that Excel thinks may be faulty. This is not the case, everything works fine. Ignore them. A RED triangle in the upper right corner of a field heading means there is a comment about the field there. Hover your cursor over the cell to see the comment. BLUE field heading text means the column is for the current year. Similar columns from past years are present, but hidden. Organization names in RED are ones of particular interest for research. A KEY to coded fields is in a sheet behind the Database. COLUMN / NAME / NOTES A / Organization Name / No organizations begin with "The". If there are people's name(s) in the organization title, the listing is by last name. Organizations may appear >once if there are >1 separate potential grants (see column B). B / Grant Name / The particular grant of interest given by the organization. C / Grant Range / Minimum and maximum theoretical amounts disbursed. D / Challenge Grant / Whether it is a challenge grant, yes or no. E / Match Grant / What matching ratio is required by the grant (usually X:1, grantor:X) F / Grantor Status / Whether it is a current, past, or future funder. See Key.

And it goes on.  It includes at key at the end (edited slightly to minimize identifying information):

KEY TAB A / Grantor Status / C = Current, F = Future, P = Past B / FY Codes / 0 = Did not apply, 1 = Applied and pending, 2 = Applied and awarded, 3 = Applied and denied, C / Programs, / D / App Codes / FP = Full Proposal, LOI = Letter of Inquiry, NOM = Nomination, PP = Pre-Proposal E / App Formats / EM = Email, OL = Online, PC = Phone Call, SM = Snail Mail

Thank you to all of the entrants in the most recent contest, and stay tuned for the next one towards the end of 2015.

Is your organization using an "ugly" grant tracking spreadsheet?  Request a free online demonstration to learn how PhilanTrack can replace the spreadsheet and help your organization streamline its grantseeking efforts.

Topics: nonprofit grant management, grantwriting software, online grants management, software for grant writing

International Grant Professionals Week - March 16-20, 2015

Posted by Dahna Goldstein on Thu, Mar, 12, 2015 @ 13:03 PM

Herndon, VA.  March 12, 2015: Altum has partnered with the Grant Professionals Association (GPA) to announce the establishment of International Grant Professionals Week March 16-20, 2015. Grant Professionals Week recognizes and celebrates the work of grant professionals, who serve as administrators, consultants, managers, grant-makers and writers.

Every day, grant professionals work diligently, usually behind the scenes, to seek grant opportunities, administer projects and implement important programs for the benefit of society’s disadvantaged and underserved people. These talented professionals are dedicated to providing the highest standard of ethics, quality program development, thoughtful project implementation and wise financial stewardship. Often, those standards extend beyond the mere financial and include capacity support, long term solutions to challenges, fundraising assistance, expert project management, sustainable programming and so much more.

Grant professionals do much more than write grants – we are community leaders! We are managers, administrators, consultants, grant-makers, and we write grant proposals!” stated Debbie DiVirgilio, President of GPA.

Monday through Friday of Grant Professionals Week will address different aspects of the grant profession.

  • Monday, March 16th – Grant Profession Education & Awareness Day
  • Tuesday, March 17th – GPA Chapter and Community Event Day
  • Wednesday, March 18th – International Event Day
  • Thursday, March 19th – Thank you! Grant Entrepreneurs, Partners and Volunteer Day
  • Friday, March 20th – Grant Professionals Appreciation Day

IGPWeekLogo

Grant Professionals Week is an important part of the month of March 2015. The Grant Professionals Certification Institute (GPCI) has launched a campaign to bring awareness to the Grant Professional Certified (GPC) credential. March 1, 2015 will launch the “31 Days of GPC”, showcasing a daily video of a GPC explaining the importance of the credential and how it has benefitted his/her career. In where there is no recognized academic degree, certification is the only authoritative, independent measure available by which to determine a person’s experience, skill and knowledge base.

“International Grant Professionals Week is a terrific complement to GPCI’s “31 Days of GPC” event. We are proud to be a part of recognizing the grant professionals whose experience, qualifications and skills are paramount to sustainable programming at non-profits word-wide,” declared Amanda Day, President of GPCI.

For more information about GPCI, the GPC credential and the 31 Days of GPC, please visit the GPCI website at www.grantcredential.org.

GPA is a professional organization that builds and supports a community of grant professionals committed to serving the greater public good. We have partnered in this effort with GPCI, the grant profession’s organization that is dedicated to promoting competency and ethical practices within the field of grantsmanship, and the Grant Professionals Foundation (GPF), the fundraising partner ensuring the resources are available to train, credential and advocate for all grant professionals.

For more information, visit the International Grant Professionals Week web page at: www.grantprofessionals.org/grantprofessionalsweek.

Contact for more information about IGPW:

Kelli Romero, Membership Director
Grant Professionals Association
membership@grantprofessionals.org
(913) 788-3000

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About Altum

Altum offers industry-leading grants management, performance management solutions, and strategic communications. Since 1997, Altum has provided innovative software products and services to philanthropic and government organizations. Altum’s products include proposalCENTRAL®, an online grantmaking website shared by many government, nonprofit, and private grantmaking organizations; Easygrants®, a highly configurable e-Grants solution that meets the unique needs of grantmaking organizations; PhilanTrack® for Grantmakers, web-based grants management software that streamlines the grantmaking process; PhilanTrack® for Grantseekers, web-based grants management software that helps grantseeking organizations manage everything from finding new funders to writing grant proposals and progress reports; Infor PM, the industry-leading performance management solution; and QlikView, the industry-leading, self-service, business intelligence solution. Altum is proud to have made the Inc. 5000 list four years in a row (2008–2011).

Founded in 1997, Altum is a privately held corporation headquartered in Herndon, Virginia, near Washington, DC, with an office in Rockville, Maryland.

About Grant Professionals Association

Grant Professionals Association, a nonprofit membership association, builds and supports an international community of grant professionals committed to serving the greater public good by practicing the highest ethical and professional standards. GPA is THE place for grant issues. We provide professional development by way of an Annual Conference and Webinars, professional certification (GPC), Journal and E-Newsletter, local Chapters, member benefits and more! www.GrantProfessionals.org.

Topics: grant management, grant management for nonprofits

Please Take the Spring 2015 State of Grantseeking Survey

Posted by Dahna Goldstein on Thu, Feb, 12, 2015 @ 13:02 PM

Will_you_take_the_survey

Twice a year, we (PhilanTech, and now Altum) partner with our friends at GrantStation to conduct a survey about the current state of grantseeking.  Each time, we gain valuable insights about what is and isn't working well for grantseekers, who is funding what, what challenges are most pressing for grantseeking organizations - and we are happy to share those insights with the grantseeking community to help inform grantseeking strategies.

We've just opened the Spring 2015 State of Grantseeking survey, and hope that you'll take a few minutes to take the survey.

This year, there are new questions about Federal funding and support. These free reports, which will be published in early May, can serve as a valuable benchmark for organizations to review their grantseeking efforts, and will provide leading-edge information months earlier than other annual surveys.

Please take five minutes and complete the survey before March 31.  Results will be published on both the Altum and GrantStation websites.  Survey respondents can request an advance copy of results when completing the survey.

If you haven't already, you can download the Fall 2014 State of Grantseeking Report here.

Happy grantseeking!

 

Topics: grantseeking, nonprofit grant management, state of grantseeking, nonprofit grant applications

What to Do When Technology Isn’t Your Problem

Posted by Dahna Goldstein on Wed, Feb, 11, 2015 @ 17:02 PM

(Post by Robert Weiner.  Original post on Robert's blog)

cartoon-technology

Copyright P. S. Mueller http://www.psmueller.com/

Does it feel like you never find the right combination of technologies to just make things work? Do you lie awake at night and wonder how everything is going to get done, or why a new project was just dumped on your plate? If you technology decisions at your organization are driven by some of the following, we’d love to see you at NTEN's Nonprofit Technology Conference (aka the NTC):

  • We chose the system because we have a volunteer who knows it. Or “Our VISTA/New Sector volunteer is really smart. She’ll figure this out!”
  • Let’s get this tool. It worked great at my last (completely dissimilar) organization.
  • We should get the _____est thing.
  • Our board member, donor, or funder said to do or buy ________.
  • It’s not in our strategic/operating plan, but ___________.
  • Won’t it just tell us what to do?
  • It’s free, and that’s all we can afford.
  • Drop everything. We need to get this up and running in the next 3 weeks.


People and process problems frequently masquerade as technology problems. It may seem like the wrong tool was selected, it doesn’t do what it was supposed to do, or the instructions aren’t written clearly enough. In fact, in many cases, what seem like problems with a particular piece of technology are actually due to issues with people, processes, or overall technology strategy.

So how can you identify these types of problems and help your organization - and yourself - better use technology to meet your mission?

On Thursday, March 5 at 1:30 pm, Marc Baizman, Dahna Goldstein, Tracy Kronzak, and I will help you and your colleagues stop blaming the *$%!& technology for organizational problems. Come to this NTC session and talk about issues like:

  • Are technology decisions tied to your mission and strategic plan?
  • Have you prioritized your technology needs and projects, or are you responding to whoever screams the loudest?
  • Are you trying to solve a lack of strategy or broken processes by throwing software at the problem?
  • Have you looked at your business processes to make sure they’re efficient and effective?
  • If you’re struggling with your current systems, did you select systems that meet your real needs, and that you can afford and support?
  • Do you have the necessary funding, staff time, and understanding of your goals and needs to support the technology you’re adopting?
  • Do you have policies and procedures telling people how to use your systems consistently?
  • Have staff been trained on those policies and procedures? Do you have an ongoing training plan that includes time for mentorship and learning?
  • Is someone in charge of making sure that people actually do what they were trained to do, and that everything’s running smoothly?
    • Are they placed appropriately in your organization so they can focus on your mission rather than the needs of one department (or person)?
    • Has that person been trained on the systems they support, or are they making it up as they go along?
    • Do they understand how those systems support the organization’s mission and strategic plans?
    • Does this person play well with others?
  • Is there a help or service desk where someone is readily available to help when needed?
  • Is the help/service desk staffed by friendly people with good customer service skills? Do they understand the systems you’re using?

Come join us for a collaborative, interactive, therapeutic discussion at the NTC.

Thanks to Marc Baizman, Dahna Goldstein, and Tracy Kronzak for their collaboration on this post.

 

Topics: nonprofit technology

4 Myths about Applying to Family Foundations

Posted by Dahna Goldstein on Thu, Aug, 28, 2014 @ 10:08 AM

There are over 80,000 foundations in the United States.  According to the Foundation Center, about half of those foundations are family foundations.  In 2011, there were 40,456 family foundations, and that number has increased since.  That same year, family foundations gave a total of $21,329,932,023 in grants, also nearly half of all grant funding.

private foundation grants

Family foundations are therefore both a prevalent part of the foundation funding world, and a critical source of funding.  The most recent State of Grantseeking report indicated that private foundations (which are not all family foundations, though they frequently are) were the most frequent grant funding source, with 78.5% of all nonprofits that received grants getting one or more grants from a private foundation.

So it's important for grantseekers to understand family foundations as a component of a grant portfolio and fundraising strategy.  Here are 4 myths about applying to family foundations:

  1. Family foundations only award grants to pre-selected organizations.  Many family foundations indicate that they do not accept unsolicited requests.  It's certainly the case that many foundations only give to pre-selected organizations.  But that's not the case across the board, even in some cases where the foundation indicates that it does not accept unsolicited requests.  If the foundation indicates that it does not accept unsolicited requests, do not send in a grant proposal.  But try to find out if the foundation's staff members (if the foundation has staff) or a board member would be open to a conversation to learn about your organization and how it would be a good fit for the foundation's grantmaking goals.  Not all foundations will be open to this, and by all means do not push it if the foundation does not want to meet with you, but in many cases, family foundations in particular simply do not have the bandwidth to handle a lot of unsolicited requests.  But they may well be interested in learning about new organizations, and may then invite an application or an LOI.  Be sure to follow whatever guidelines for communication the foundation prefers.
  2. Family foundations only award small grants.  Family foundations vary widely in terms of the size of their asset bases, and, in turn, the amount that they award in grants.  They also vary in terms of the number and size of grants they award.  Leaving aside the Gates Foundation, family foundations range from supporting one grantee to hundreds of grantees.  While some family foundations will give one large grant to one grantee, and others will give several small grants to a handful of grantees, the size and range of family foundations means that many of them are providing sizable grants.  The best way to find out what's possible with a particular foundation, if past grant information is not available on that foundation's website, is to look at the foundation's 990PF (the tax returns filed by private foundations) for the last two years to see how many grants the foundation awarded and the sizes of those grants.
  3. Family foundations only give locally.  Community foundations give locally - that's what they were designed to do.  In some cases, family foundations will be very dedicated to the community in which the donor or donor family grew up or currently resides.  But there are two trends that suggest that family foundations are increasingly giving nationally and internationally:
    • Donor interests are changing.  Foundations are able to determine their giving focus, and award grants to organizations that meet whatever criteria they set (and legal criteria, of course).  Family foundation interests and giving priorities are as varied as the interests of the donors who established the organizations.  It's not at all unusual for even a small family foundation to be making grants to organizations that are geographically distant from the foundation's office.
    • Family foundations are increasingly getting the next generation of family members (and sometimes even a third generation of family members) involved in determining the foundation's giving priorities.  Those second and third generation family members frequently don't live in the same area as the person or people who established the foundation.  In many cases, the foundation will still grant where it is located, and also grant to organizations that the next generation family members get to know where they live or where they have traveled.  Again, the best way to find out where a foundation grants, if it isn't listed on the foundation website, is to look at that foundation's giving history as reflected in its 990PF forms.
  4. With a small family foundation, it's easier to get a grant since the application process is less rigorous.  The fact that a family foundation is small doesn't mean that it's not sophisticated about its grantmaking, and it's a mistake to think so.  Some small family foundations are among the most engaged grantmakers, thinking strategically about how their giving, no matter how big or small, can have the greatest impact.  Thinking strategically doesn't necessarily mean having onerous requirements; some are very forward thinking in learning about potential grantees and developing relationships, and you can help them by doing your part to develop a good relationship.  Some family foundations have requirements that are not right-sized for the grants they are awarding, though the same is true for all types of foundations.  As with any grant pursuits, it's worth thinking about the net grant (the grant funding your organization will actually receive after the costs of applying for and managing the grant are taken into account). 

One common theme highlighted through the points above is that each foundation (whether family, corporate, community, or independent) is different.  It's incumbent upon the grantseeker to do research to find out about the specific foundation's giving priorities, preferences, requirements, etc. 

The other key theme that cannot be overstated is that building relationships is key to grantseeking success.  Regardless of the size of the foundation, who is on the board, and what the foundation's giving priorities are, building a relationship - and maintaining that relationship - is critical to getting a first grant, and to then getting subsequent grants.  Put yourself in the shoes of a family foundation board member or staff member.  Are you more likely to be receptive to a great proposal from an organization represented by someone who is a total stranger to you, or to a great proposal from an organization you've been hearing about because someone from that organization has taken the time and made the effort to engage with you about how the organization fits with your giving priorities and the foundation's grantmaking goals.  Relationships matter.  And your relationship-building responsibilities do not end once you have gotten the grant.  Keep building the relationship by keeping the funder in the loop throughout the life of the grant, and beyond.

Learn how PhilanTrack can help you build and manage relationships with family foundations and other funders. 

Request a demo

 

Image: Data from the Spring 2014 State of Grantseeking

Topics: grantwriting tips, grantseeking tips, family foundations

5 Signs Your Nonprofit Should Invest in Grants Management Software

Posted by Dahna Goldstein on Thu, Aug, 07, 2014 @ 10:08 AM

Your organization relies on grants as a source of funding.  You would like to get more grants.  It would be great if all of your grant-related information could be stored and accessed more efficiently to save you time so that you can find more grant opportunities and write more grant proposals.  But grants management software costs money.  How do you know when the time is right to spend money on grants management software?

signs you're ready for grants management software

Here are five signs your nonprofit should invest in grants management software:

  1. You missed a report deadline.  You received a grant over a year ago and dutifully sent a thank you letter to the funder, and proceeded to do great work with the grant funds.  Things got busy, as they always do, and you realized, too late, that you missed the deadline for the annual progress report the funder had requested.  It happens more often than nonprofits would like to admit (just ask a funder), and can jeopardize your organization's relationship with that funder and chances of getting another grant.  And it doesn't need to happen.  With online grants management software, you can enter progress report due dates as soon as you receive the grant, see those due dates on a calendar, and even receive automated email reminders prior to due dates to help ensure you never miss another deadline.
  2. It takes hours to find the information needed to answer a question from your board or ED about past grants.  Nonprofit boards and other stakeholders (e.g., your executive director, if you're not the ED yourself) may ask you for information about how many grants you've applied for this year versus last year, or how many you've received this year for each program that is supported by grants.  Most nonprofits use a combination of Word, Excel, their email and calendaring software to track grant information.  With that combination of tools, tracking down the answer to even a relatively simple question can take a lot of time.  With online grants management software, you can filter your list of grants or proposals to see what was submitted or awarded when and answer your board or ED's question.
  3. You contacted a foundation without realizing someone else in your organization had already reached out to that foundation.  You may have several people working in your development department.  Or you might say, "Department?  We don't have a development department!  We just have me!"  Either way, you may be in a position where more than one person from your organization is interacting with a funder.  Perhaps one of the program staff at your organization had a conversation with a foundation's program officer, but didn't tell you about it.  If you then talk to that program officer, wouldn't it be great to know that your colleague had already had a conversation?  With online grants management software, you can track all interactions with funders, from the time that they are prospective funders that you're thinking about approaching.  That way, anyone at your organization who is interacting with your funders can see a complete record of who said what when, avoiding potentially embarrassing situations with funders, and helping everyone stay on the same page.
  4. You spent hours trying to track down part of a past grant application that had the perfect phrasing for a proposal you were working writing.  So many grantwriters have this experience: you're working on a proposal.  You come across a question and think, "I had a great answer to a question like this when I wrote a different proposal.  Which proposal was it?  Was it the one I wrote last month?  Or the one six months ago?"  Then the grantwriter spends hours trying to track down the proposal that had that perfect language so that the answer can be copied and pasted into the current proposal.  Reusing responses from past proposals can be a great way to save time by not reinventing wheels with each new proposal, as well as a way to create some institutional memory in terms of how the organization positions programs, outcomes, etc.  But the process of tracking down that perfect response from a past proposal can be really time consuming.  That's where grants management software comes in.  With PhilanTrack, once you have answered a question once, you can easily reuse past responses by clicking a "find similar questions" button in the grant proposal you're working on, reviewing past responses, and clicking "use this answer" to use that perfect phrasing in the current proposal.
  5. You have an ugly grant tracking spreadsheet that only one person in your organization knows how to use.  It's ok.  Most nonprofit organizations have one - a spreadsheet (or several spreadsheets) that tracks which proposal was submitted when, who's responsible for the next task, what reports need to be submitted when, which requests were declined and maybe what to do differently next time, contact information for funders, etc.  The problem is that it's hard to use, and it's particularly hard for someone who isn't deeply steeped in it to use.  Excel wasn't designed to manage grants.  And if the one person who knows how you use that grant tracking spreadsheet leaves the organization, much of the organization's institutional knowledge about grants can leave with them.  Online grants management software provides exactly what you need to manage the whole grant process and track all of your grant-related information.  And when there is staff turnover, all of the organization's grant-related information is stored in a safe online location that a new grantwriter or development director can access.

Do you think your nonprofit might be ready for grants management software?  See how PhilanTrack can help your organization. 

Request a demo

 

Image adapted from https://www.flickr.com/photos/doug88888/3843456676/

Topics: grants management software for nonprofits, nonprofit grant management, grantwriting software, software for grant writing

"Best for Community Impact" - B Corporation Honor

Posted by Dahna Goldstein on Wed, Jul, 23, 2014 @ 16:07 PM

Best for the World Community Impact 2014

PhilanTech is honored to have been named to the "Best for the World - Community Impact" list again for 2014.  We joined 85 other companies in 60 countries in being recognized as companies doing the most to improve the lives of our customers, suppliers, and neighbors.

Read the full press release here.

Receiving this honor for the second time, along with also being named to the "Best for the World - Overall Impact" list for the second time this year, means a lot to us.  We exist to help social sector organizations maximize the social impact of their programs by helping them redirect resources from grants administration to service delivery.  We care deeply about supporting organizations doing good work.  But we also care deeply about being an organization that does good work, and we believe in the power of businesses, not only nonprofits, to create positive social impact.  Our mission and our values align with those of our clients, and we're honored to have those values recognized through our inclusion in these "Best for the World" lists.

Learn more about how PhilanTech can help your organization increase its social impact through grantmaking or grantseeking.

Topics: grant management software, b corporations, b corps for nonprofits

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What is PhilanTrack for Grant Seekers?

PhilanTrack makes grants management easier for grant seekers. With PhilanTrack, you can:

  • Write grant proposals
  • Track grant awards and funders
  • Prepare post-grant reports
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What Is PhilanTrack for Grant Makers?

PhilanTrack makes grants management easier for grant makers. With PhilanTrack, you can:

  • Accept proposals online
  • Manage grant and grantee information
  • Evaluate the impact of your grantmaking
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