Grant Advance Grant Secretary: Keep Your Applications in Order

Make the final stages of your grant applications simple and effective with our fantastic Grant Secretary module.

Grant Advance Funding Services

Grant Secretary Features

The grant secretary is your secret weapon for keeping large charity fundraising campaigns organized. Our platform will allow you to effortlessly see where you are in the grant application process for any of the foundations you are applying with. The grant secretary keeps track of what has been done, what needs to be done next, and when it needs to be done by. When you’re running campaigns that require frequent communication and multiple document submissions to a large number of foundations, you need an effective secretary to keep everything organized so you don’t miss any submission deadlines or submit documents that have already been sent. Our platform takes care of everything for you so you don’t have to hire someone to do it.

Accurate Progress Tracking

Easily see how far along in the grant application process you are with every application you are working on in your campaigns. With the grant secretary, you can get vibrant reports and even visualize your application progress where you can see what has already been done and what needs to be done and when. Never lose track of your grant application progress again with our grant secretary.

Efficient Document Handling

The grant secretary module keeps track of all of the documents you have created so you will always know where to find them. You can review, edit, export and print all of your documents at once, making the final steps of the grant application simple and seamless. Grant secretary also keeps track of which documents have already been printed and submitted. That way, you will never submit the same grant application document twice.

Effective Funding Cycle Management

Have you ever submitted more than one grant application within the same funding cycle? Doing this is a surefire way to damage your relationship with a foundation an have your renewal application denied. Grant secretary keeps track of the funding cycles for all of your awarded grants in your campaigns. You will never need to know whether you need to submit a document or not because the grant secretary will tell you when a renewal application is needed, helping you maintain strong relationships with your foundations and increasing the renewal rate of your grants.

Other Online Fundraising Platform Services

Looking to level up your charity fundraising campaigns? Our other software
services work together to simplify the grant application process.
Find out how the rest of our services will help you every step of the way.

charity fundraiser posing for the camera at her computer desk

Renewal Rate Guarantee

Our multi-year membership plans come with a renewal rate guarantee. Never worry about paying more, and never worry about losing your documents, favourite lists, saved searches, or the irreplaceable notes you have added to the funding organizations with whom you have developed a relationship. We care about your charity’s long-term success and always aim to keep your operations running smoothly without loss of data or payment increases.

Personalized Service

Managing your fundraising campaign and building long term
relationships is a core aspect of running a charity. Explore our
personal services to learn more!

Support & Training

We help charities of all sizes and in all stages of their journey with
available support, tutorials and more. And if you need support now, we
have great news for you. Our new clients are immediately contacted by
one of our friendly staff members to chat about their cause, expectations
and how we can help make their vision a reality.

We provide you with roadmaps, advanced strategy webinars, access to
manuals, training videos, and extensive online support. If you’d like to
speak with us, we welcome you to call us directly at our toll-free number.
One of our friendly and knowledgeable staff will always look forward to
speaking with you.

two charity fundraisers reviewing a campaign at a computer.

Our Additional Features

Profile Pages

Foundation profile data is updated on a monthly basis, including assets and revenue, current directors, grants awarded, and more.

Management Tools

Improve efficiency with collaboration of other users on your team and view their campaigns, documents and lists.

Smart Tags

Smart tags let you ask for the right amount, address the right person, and quickly
personalize every document you create.

Export Options

Export your documents and foundation information as a text, PDF, Excel or CSV file
with ease.

Import Options

Import various documents, databases or data to organize and utilize your data all on
one platform.

Custom Documents

Customize your document designs by uploading your logo, header, footer and signature, you have complete control.

Ready to Get Started?

We are here to help you start your journey in applying for grant funding. It’s okay if you still have questions, we’ll gladly answer them and help you discover the perfect funding solution for your organization. Reach out today to get started!