Manage Funders

Manage Funders

Find Funders

Manage Funders

A toolbox is only as good as the person who organizes it – and we’re pretty darn good at organizing.  

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. Quickly create Favorite Lists, qualify or block funders, and seamlessly manage all activities, notes, and alerts tied to each foundation involved in your projects.

Find Funders

Build and manage customized lists of your most promising or trusted funders to cultivate long-term, year-over-year relationships. 

Keep track of organizations that weren’t the right fit for your mission—so your team can avoid pursuing mismatched opportunities in the future. 

Upload your own Excel or CSV files to work seamlessly with the whole Grant Advance suite of services. Examples of custom databases you might want to upload include Membership Lists for sending updates, newsletters or seasonal greetings. High Net-Worth Benefactors for year-end or special fund-raising requests. Local Businesses & Corporations for corporate sponsorship requests. In fact, any list of contacts for which you could use our automated document generation and mail merge features.  

Finding funders is not the only task that Grant Advance will make simple. We also make it easy for you to qualify these funders. Using our “Qualify Funders” tool you can easily categorize foundations you review, saving you the time and trouble of having to review them again for each new project. You can even block them, so they never show up in another search again. 

Stay on top of every grant cycle milestone—whether it’s a proposal due date, LOI deadline, or a reminder to send a thank-you note or Impact Report. Real-time alerts and centralized notes ensure nothing slips through the cracks. This will also prompt you to engage in those all-important follow-up calls and letters that are essential to building relationship and long-term funding partnerships. 

Manage Funders FAQ’s

Manage Funders is a centralized funder-relationship and grant-management dashboard that helps nonprofit teams stay organized from first discovery to final reporting. You can create Favorite Funder Lists, qualify or block funders, track every interaction, store notes, set reminders, and monitor key grant cycle milestones. It ensures you never lose track of an opportunity — or a relationship — again. 

Grant success is built on follow-up, consistency, and communication. Manage Funders keeps all notes, activities, and past interactions in one place so your team always knows where each funder stands. Automated alerts remind you to send updates, thank-you notes, Impact Reports, and follow-up calls — helping you cultivate long-term funding partnerships, not just one-time grants. 

Yes. Manage Funders allows you to easily sort funders into Favorite Lists, Blocked Lists, and fully Custom Databases tailored to your programs or campaigns. You can qualify funders based on alignment, size, geography, or giving history, helping your team prioritize the strongest opportunities and avoid wasting time on funders who are not a good match. 

Every funder profile includes a built-in notes and alerts system that tracks LOI deadlines, proposal due dates, report submissions, stewardship tasks, and other grant cycle milestones. You’ll get timely reminders so nothing falls through the cracks — ensuring your team stays proactive, organized, and always ready for the next step in the grant lifecycle. To streamline your workflow even further, you can pair your funder stewardship with instantly generated LOIs, proposals, and thank-you letters in our Document Generator. 

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