Grant Management

Track and manage grants with Salesforce Nonprofit Cloud

When most people think of grants, they envision applying for and receiving funding.

However, for nonprofit organizations and foundations, Grants Management encompasses a broader spectrum of activities.

It includes managing available funds, supporting potential applicants, reviewing applications, and ultimately making award decisions.

Redpath specializes in helping nonprofits and foundations (both private and public) leverage Salesforce to optimize their Grants Management processes.

With Salesforce’s robust features, organizations can efficiently track and manage every aspect of their grantmaking lifecycle.

The Power of Salesforce Nonprofit Cloud for Grantmaking

Salesforce Nonprofit Cloud for Grantmaking is a comprehensive solution designed to simplify and accelerate the grantmaking process. This powerful platform offers several key benefits:

Streamlined Application Process

Nonprofit Cloud provides a user-friendly portal for grantseekers to submit applications, collaborate with team members, and track their award status. This streamlined approach enhances the experience for both applicants and grantmakers

Efficient Grant Management

The platform allows organizations to:

  • Track each stage of the grant process
  • Manage funding requests and awards
  • Monitor funding agreements and disbursement schedules
  • Report on outcomes after fund distribution

Advanced Features

Nonprofit Cloud for Grantmaking includes powerful tools such as:

  • OmniStudio: Enables customized processes aligned with unique workflows
  • Business Rules Engine: Facilitates eligibility assessments and identifies potential gaps in applications

Outcome-Focused Approach

The platform allows organizations to define intended outcomes, strategies for achieving them, and methods for measuring progress. This focus on outcomes helps nonprofits align their grantmaking efforts with their overall mission and goals.

Essential Grantmaking Data Points

  • 1

    Applicant Details: Comprehensive profiles of individuals or organizations applying for funding

  • 2

    Requested Amount: The funding amount specified in each application

  • 3

    Awarded Amount: The final sum granted (or not awarded, if declined)

While these are the fundamental data points required in Salesforce’s Grant Management or Outbound Funds setup, the platform’s flexibility allows for much more detailed tracking.

Why Choose Salesforce Nonprofit Cloud for Grantmaking?

Scalability for organizations with complex grantmaking needs or those anticipating growth
Integration with other Nonprofit Cloud modules for a holistic approach to nonprofit management
Make data-driven decision-making by leveraging CRM Analytics and Tableau for powerful insights and reporting
Utilize Slack integration for enhanced collaboration process acceleration across teams

Redpath’s Expertise and Approach with Nonprofit Grantmaking Solutions

At Redpath, we understand that each grantmaking organization has unique needs. Our team of Salesforce experts work closely with nonprofits to:

  • Assess your current grantmaking processes

  • Customize Salesforce to align with your specific requirements
  • Implement and integrate Nonprofit Cloud seamlessly
  • Provide ongoing support and optimization

Resources for Grantmaking Excellence

BLOG ARTICLE

5 Ways you can Maximize Your Grantmaking Impact with Nonprofit Cloud

WEBINAR RECORDING

Elevate your Organization’s Grantmaking Efficiency through Nonprofit Cloud

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BLOG ARTICLE

10 Grant Writing Tips & Tools for Sustained Success

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SUCCESS STORY

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Contact us to learn how we can help you leverage Salesforce to optimize your organization’s Grants Management process.

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