Blackbaud Grantmaking Features
Fund Tracking (4)
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Disbursements
Manages payment schedules for awarded grants.
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Grant Allocations
Tracks grant budgets to ensure expenditures are not exceeding established limits.
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Email Notifications
Generates email alerts for grantees as funds are awarded and disbursed.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Grant Prospecting (1)
Automated Responses
Stores and auto-populates common answers for standard application questions.
Impact & Outcomes (6)
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Program Evaluation
Tracks ongoing progress against proposed program metrics; aggregates grantee progress based on funding area.
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Data Analytics
Analyzes programmatic trends overtime to identify new funding priorities, weak program areas, or ROI on funding.
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Ad Hoc Reporting
Supports requesting and submitting for additional information or materials outside of contracted reporting requirements.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Administrative Reporting
Financial Reporting
Generate reports to assess the financial performance of an organization
Integrations (3)
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Fund Accounting
Syncs with accounting software to track grant expenditures against budget and support financial audits.
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Donor Management
Syncs with donor management tools, or offers basic functionality on its own, to manage relationships and contact info for donors.
Forms Management
Store, manage and track all forms in a centralized location
Compliance (2)
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Eligibility Screening
Identifies if grantseekers are in compliance with all mandated requirements prior to being considered for grants.
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Auditing
Supports specific report types to assist with fund audits; assists with planning site visits for grantees.
Proposal Management (16)
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Form Building
Includes tools for grantmakers to build RFPs and assign questions for grantseekers to answer.
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Review Tools
Flags errors before submission or allows grantmakers to provide internal feedback on submissions.
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Grantee Portal
Provides a secure portal for grantees to manage past and current proposals, progress reports, and communications.
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Attachments
Stores all required attachments for grant proposals, such as 501c3 determination letters, resumes, or board lists.
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Task Management
Supports task and deadline tracking for grant-related actions; allows role-based access to be established.
Customizable Forms
Customize contracts and forms to collect specific information
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Ratings/Reviews
Ratings/Reviews
Document Review
Review and analyze existing information across documents
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Contact Management
Manage, organize, and store contact information
Contract/License Management
Track, store, and access client contracts or licenses
Document Management
Store, manage, and track all electronic documents in a centralized location
Grant Application Management
Track and manage the status of grant applications
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Workflow Management
Create, design and manage workflows for repetitive tasks
Additional Functionality (34)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Configurable Workflow
Configure existing workflows to meet your organization's needs
Data Import/Export
Import and export data to and from software applications
Customizable Branding
Add customized logos and colors to align with company branding
Customizable Reports
Alter the layout and content of reports
Email Reminders
Reminders sent via email
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Categorization/Grouping
Organize and group data or items based on various criteria
Quotes/Estimates
Generate quotes or estimates for customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
For Grantseekers
Software designed for grantseekers
Grant Discovery
Automatically search funding sources and alert uses when grant opportunities arise
Grant Award Tracking
Track grant submission requirements, deadlines, and financial documentation for awarded grants
Electronic Submission
Payment Tracking
Track sent and received payments, invoices, and bills.
API
Application programming interface that allows for integration with other systems/databases
Customizable Fields
Customize data fields to support various needs and use cases
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Tracking
Track and document all activities across devices, networks, and other systems
Applicant Tracking
Find and manage potential candidates and their applications and resumes through the recruiting life cycle
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Due Date Tracking
Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken
For Grantmakers
Software designed for grantmakers
Budgeting/Forecasting
Create budgets based on historical data and future projections
Budget Control
Manage and monitor spending to align with the financial constraints or goals
Status Tracking
Track the status over time for a request, process, asset, or transaction
Impact Measurement
Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
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