Manage Funders

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Manage Funders

A toolbox is only as good as the person who organizes it – and we’re pretty darn good at organizing. Quickly create Favourite Lists, qualify or block funders, and seamlessly manage all activities, notes, and alerts tied to each foundation involved in your projects. This powerful toolset allows your team to stay organized, build stronger funder relationships, and ensure no opportunity is missed—streamlining your grant management process from start to finish.

  • Favourite Funder Lists
    • Build and manage customized lists of your most promising or trusted funders to cultivate long-term, year-over-year relationships.
  • Blocked Funder List
    • Keep track of organizations that weren’t the right fit for your mission—so your team can avoid pursuing mismatched opportunities in the future.
  • Custom Databases
    • Organize funders by project, focus area, or strategy. Multiple databases allow you to diversify and tailor your outreach, opening up new possibilities.
  • Qualify Funders
    • Match your organization with funders who align with your mission. Our tools help you evaluate compatibility for stronger, more strategic partnerships.
  • Notes & Alerts
    • Stay on top of every grant cycle milestone—whether it’s a proposal due date, LOI deadline, or thank-you note. Real-time alerts and centralized notes ensure nothing slips through the cracks.

Don’t forget about our other features!

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