Grant Secretary

Grant Secretary

Grant Assistant for Nonprofits

This is the simplest project management system you’ve ever seen — a true grant assistant for nonprofits. With Grant Secretary, you will always see everything and never miss anything. Simplify your grant management process with automatic mail merge functions for name, address, salutation, Ask Amount, and signature. Set email alerts, preview documents, print labels, and manage every step of your outreach in one organized place. Features include a Master Document List, Custom Documents, Application Status tracking, Notes & Email Alerts, Preview Documents, Remove Funders from Projects (so you never apply to the same foundation in the same funding cycle), Import/Export Options, Print Documents & Labels, and direct links to Websites and Profile Pages.

Features include:

  • Master Document List
  • Custom Documents
  • Application Status
  • Notes & Email Alerts
  • Preview Documents
  • Remove Funders from Projects
  • Import/Export Options
  • Print Documents & Labels
  • Link to Websites and Profile Pages
Find Funders
Find Funders

FAQ’s for Grant Secretary

Grant Secretary is a dedicated grant-management software designed by Grant Advance to help nonprofits track applications, manage funder relationships, automate mail-merge documents, set alerts, and print labels — all in one system. It simplifies your foundation grant workflow and helps you never miss a deadline or funding opportunity.

With Grant Secretary, you benefit from features like custom document creation, automatic mail-merge fields (e.g., name, address, signature), application status tracking, notes & email alerts, import/export options, and a master document list. These tools help your organization reduce manual tasks, stay organized, and focus on writing and submitting winning foundation grant proposals.

Yes, Grant Secretary is built to integrate seamlessly with your foundation-funding ecosystem. It supports import/export of funder and project data, links to profile pages, and complements other Grant Advance tools such as the Document Generator and Profile Pages. This integration ensures your funder intelligence, application tracking, and document creation all work together for maximum efficiency.

Absolutely. Whether your organization is new to foundation grants or has several years of experience, Grant Secretary is designed to support both. For first-timers, it offers structured workflows and alerts to guide you. For seasoned grant professionals, it provides advanced tracking, automation, and customization to scale your grant-funding efforts year after year.

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