Funding Changes Everything

Every successful grant starts in Project Manager. Build projects, track progress, manage your funding pipeline, and leverage AI to identify prospective funders and generate draft LOIs. From idea to submission, 
everything starts here. 

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Always See Everything. Never Miss Anything 

Grant Secretary is your central grant management hub, giving you a complete view of every opportunity, task, deadline, document, and funder relationship in one place. With real-time tracking, custom notes, and automated reminders, you can visualize progress, stay organized, and ensure nothing gets overlooked. 

One Place. Every Funder

Our Manage Funders module contains everything you know about your funders, all in one place. Access notes, alerts, qualifications, favorites, and blocked lists instantly to help your team work smarter and move faster. 

A Living Record of Every Funder

Your team may change, but your knowledge shouldn’t. Turn every funder profile into a living document that combines our funding intelligence
& analysis with your team’s notes, documents, alerts, and correspondence history. Create a centralized source of truth for every relationship, preserve institutional knowledge, and empower your team to make smarter funding decisions with confidence, both now and in the future. 

Evaluate Once. Benefit Everywhere

Evaluate a funder once and reuse that knowledge everywhere. Your qualification insights are automatically available whenever the funder
appears, eliminating repeat research and accelerating opportunity discovery. 

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Deadlines Missed: Zero 

Add notes, set email alerts, and assign follow-up actions to the right team members. Automated reminders keep critical deadlines, next steps, and funding opportunities on track, ensuring nothing falls through the cracks. 

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Protect Your Funder Relationships 

Don’t Let Duplicate Requests Undermine Great Relationships.

When a funder has already been approached through another project, we’ll let you know immediately. Remove the funder, coordinate your strategy, and avoid over-applying so you can build stronger, more sustainable funding partnerships. 

What Charities are saying about us

So far our charity has received $72,500 through what who we found in Grant Advance. So our single largest funding was $50,000 and then we received another $20,000 and then the $25,000 grant

DEBRA MATTSON Communications and Fund Development Manager
YWCA Durham

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

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Since I started using the platform back in August, I received over $93,000 in Grants. Grant Advance gives you access to so many foundations that you would not even know exist. It makes the process super easy.

ALEX HUNT The Haven of Manitowoc County

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

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After several attempts of mailing out these letters, we received $20,000 from one foundation. I had asked for $20,000 and they had granted it. Because of this gift, we were able to meet our final need for the campaign.

STACY MEGILL First Dallas Media INC

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

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Frequently Asked Questions About Project Management in Grant Advance Solutions 

Project Manager is where your nonprofit can build funding projects, track progress, manage your funding pipeline, identify prospective funders, and generate draft Letters of Inquiry. It helps keep the work connected to each individual funding project from the early planning stages through outreach.

Grant Advance Solutions brings together several tools for managing foundation funding, including Project Manager, Grant Secretary, Manage Funders, Living Documents, funder qualification, notes, alerts, and follow-up actions. 

Together, these tools help your organization organize projects, funders, applications, deadlines, documents, notes, and next steps. 

Yes. Project Manager can use AI-assisted tools to help identify prospective funders based on your funding project. Your team can also use Grant Advance Solutions’ Search Engines to research foundations and historical giving information in more detail. 

Yes. Project Manager can leverage AI to help generate draft Letters of Inquiry based on your funding project. Your team can then review, refine, and personalize the content before using it in foundation outreach. 

For more information about creating grant documents, see the Grant Advance Solutions Document Generator. 

The Manage Funders module brings together information your organization has about its funders, including notes, alerts, qualifications, favorites, and blocked lists. This gives your team one place to review important information before deciding what action to take with a particular foundation. 

Living Documents create an ongoing record of each funder by combining Grant Advance Solutions’ funding intelligence and analysis with information added by your team. 

That record can include: 

  • Notes 
  • Documents 
  • Alerts 
  • Correspondence history 
  • Other information connected to the funder 

This helps preserve what your organization has learned about a foundation over time, even when members of your team change. 

Yes. When your organization qualifies a funder, those qualification insights can be available again when that same funder appears elsewhere in Grant Advance Solutions. 

This helps reduce repeated research and allows your team to build on work that has already been completed. 

Your team can also use Foundation Profile Pages to review foundation information and giving history when evaluating potential funders. 

Yes. Grant Advance Solutions can identify when a funder has already been approached through another project. 

Your team can then review the situation, coordinate its strategy, and remove the funder from a project when appropriate. This can help avoid sending duplicate requests and support more thoughtful funder relationship management. 

Yes. Grant Advance Solutions allows your team to add funder-specific notes, set email alerts, and assign follow-up actions. 

Automated reminders can help keep deadlines, next steps, and funding opportunities visible so important actions are less likely to be overlooked.

Grant Advance Solutions is designed to connect the different stages of foundation funding. 

Your organization can research potential funders, review foundation information, qualify promising prospects, organize them within funding projects, prepare outreach, and then track applications and follow-up activity. 

This creates a more connected process from initial funder research through ongoing grant management. 

More Funders Than You Thought Possible

Find qualified funding partners in minutes. Powered by hundreds of thousands of funders and millions of historical grants, our search tools help you uncover highly aligned prospects for virtually any mission, 
cause, program, or project. 

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What If Your Best Foundation Isn’t on Google? 

Beyond the foundations every nonprofit competes for is a world of hidden funding opportunities. Discover family foundations that are virtually invisible online, opening the door to less competition, untapped prospects, and new possibilities for long-term funding success.  

Most grant databases show you a list of possible funders. Grant Advance Solutions helps you go deeper by showing how foundations actually give. Grant Advance Solutions helps you understand how they fund. Our advanced search tools to identify funders based on: Historical giving activity, Keywords and funding interests, Geographic focus, Grant size Foundation name, Directors, and board members, Year of donation, International funding activity andRecipient organizations. Your nonprofit can move beyond generic prospecting and focus on funders whose giving history demonstrates genuine alignment with your programs and mission. For more guidance, learn how to find and qualify foundations for grants before adding them to your pipeline.

Alignment Changes Everything

Start by identifying foundations that already support organizations like yours in your region. Then uncover highly targeted prospects through advanced cross-reference searches. Never miss mission-aligned funders with a national giving focus who support the causes they believe in, regardless of where an organization is located. 

From Project to Prospect List in Seconds 

Create a project and instantly receive an AI curated list of funders aligned with your mission, geography, priorities, and funding needs. Prefer a hands-on approach? Refine and expand your results using dozens of advanced search filters and customization options. 

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See the Story Behind Every Funder 

Turn funder research into strategic insight. Review giving histories, funding priorities, grant types, and long-term funding patterns to quickly distinguish between funders that look promising and those that are genuinely aligned with your mission. Grant Advance Solutions includes advanced search functionality designed for nonprofit grant professionals. Our comprehensive features include: Cross-reference searches, Advanced keyword matching, Stemming technology, Thesaurus-assisted searches, Regional funding searches, Saved search functionality Foundation filtering, and Geographic targeting.
These tools help nonprofits uncover opportunities 
that may be missed using traditional grant search methods. rant search methods.

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Advanced Technology. Expert Guidance.

Finding the right funders is only the beginning. Get expert support, practical coaching, and strategic guidance to turn qualified prospects into funding success.  

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What Charities are saying about us

Discover foundations, craft proposals, and run campaigns easily with our all-in-one
funding platform, complete with friendly expert support—without the hefty price.

I am with an animal rescue society, so being able to target donors that fund causes like ours saves so much time and effort, and with great results. Putting in the work and using the extensive database is a winning combination. Thank you everyone at Grant Advance for helping us help animals!

BRENDA LEONARD

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

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Since I started using the platform back in August, I received over $93,000 in Grants. Grant Advance gives you access to so many foundations that you would not even know exist. It makes the process super easy.

ALEX HUNT The Haven of Manitowoc County

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

View Our Testimonials

After several attempts of mailing out these letters, we received $20,000 from one foundation. I had asked for $20,000 and they had granted it. Because of this gift, we were able to meet our final need for the campaign.

STACY MEGILL First Dallas Media INC

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

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Frequently Asked Questions About Grant Advance Solutions Search Engines 

A grant search engine for nonprofits helps organizations research foundations and identify potential funders based on factors such as mission, geography, funding interests and past giving activity. Grant Advance Solutions combines foundation data, historical grant information, advanced search tools and AI-powered recommendations to help nonprofits build more targeted funder prospect lists. 

The Grant Advance Solutions Search Engine helps nonprofits find private foundations based on the specific needs of their organization or funding project. 

You can search and filter foundations using criteria such as: 

  • Keywords and funding interests  
  • Geographic location  
  • Historical grant amounts  
  • Giving history  
  • Foundation directors  
  • Family foundations  
  • Foundation websites  
  • Grant year and award amount  

Organizations can use AI-curated recommendations or conduct their own research using advanced filters and cross-reference searches to find funders that may align with their mission, programs and funding needs.  

From there, the funder can become part of your wider Grant Advance Solutions workflow, where your team can qualify prospects, organize them within projects, prepare outreach, and manage applications and follow-up activity. 

Yes. Grant Advance Solutions can help nonprofits discover private and family foundations, including funders that may be difficult to find through ordinary online searches. This allows organizations to expand their foundation research beyond the funders that appear most prominently in Google searches and public grant listings. 

Yes. Grant Advance Solutions allows nonprofits to research foundations based on geographic giving patterns and identify funders that have supported organizations or causes in particular regions. You can also research funders with broader giving patterns that may support organizations outside their immediate geographic area. 

Every Foundation. One Living Document.

More than a profile page, each foundation profile in Grant Advance is a “living document” that preserves your legacy and ensures succession. Capture notes, track activities, set alerts, and store important documents and images, creating a complete history of your relationship with every foundation in one place – your story that grows with every interaction.  

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Built on Insight. Not Guesswork. 

Successful grant applications are built on insight, not guesswork. Grant Advance helps you identify the award amounts each foundation has historically been comfortable awarding, the right contact person for your Letter of Inquiry, and the grant types they typically award. 

From Insight to Partnership 

A foundation’s funding history reveals far more than eligibility. See who they fund, how much they award, the grant types they support, and their history of multi-year and unrestricted giving. Combined with your organization’s notes, documents, and relationship history, each profile helps you submit stronger proposals, deepen funder relationships, and build long-term partnerships. 

Past giving does not guarantee future funding but provides important information about funding behavior. 
Using the historical data of a funder, your organization can learn: 

  • Giving history, causes and sectors supported. 
  • Types of organizations that have been funded in the past. 
  • Geographic regions where the foundation usually gives. 
  • Sizes and range of grants awarded in the past. 
  • Whether your organization seems to align with its giving history. 

This information will help you decide whether you need to continue your research, revise your request, or search for another opportunity. 

What Charities are saying about us

Discover foundations, craft proposals, and run campaigns easily with our all-in-one
funding platform, complete with friendly expert support—without the hefty price.

So far, our charity has received $72,500 through what who we found in Grant Advance. So our single largest funding was $50,000 and then we received another $20,000 and then the $25,000 grant

DEBRA MATTSON Communications and Fund Development Manager
YWCA Durham

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

View Our Testimonials

Since I started using the platform back in August, I received over $93,000 in Grants. Grant Advance gives you access to so many foundations that you would not even know exist. It makes the process super easy.

ALEX HUNT The Haven of Manitowoc County

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

View Our Testimonials

After several attempts of mailing out these letters, we received $20,000 from one foundation. I had asked for $20,000 and they had granted it. Because of this gift, we were able to meet our final need for the campaign.

STACY MEGILL First Dallas Media INC

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

View Our Testimonials

Frequently Asked Questions About Foundation Profile Pages 

Foundation Profile Pages give nonprofits a detailed view of individual foundations and their funding activity. Each profile features foundation information, financial data, giving history, past grant recipients, funding interests, geographic focus, grant amounts, contacts, directors, and other details that can help your organization research a potential funder. 

The profile can also become a living record of your organization’s relationship with that foundation by including your own notes, activities, alerts, documents, images, and correspondence history. 

Grant Advance Solutions Foundation Profile Pages bring important funder research together in one place. Depending on the available foundation data, a profile can include information such as: 

  • Foundation mission and funding interests 
  • Programs and causes supported 
  • Geographic areas funded 
  • Past grant recipients 
  • Historical grant amounts 
  • Grant descriptions and purposes 
  • Typical or average grant amounts 
  • Multi-year giving history 
  • Contact information 
  • Directors and key foundation contacts 
  • Foundation assets and income 
  • Annual grant volume 
  • Number of grants awarded 
  • Eligibility information and grant restrictions 
  • Giving trends and funding patterns 

This gives your nonprofit a more complete picture of a foundation before deciding how to approach it. 

Yes. Foundation Profile Pages provide information about a foundation’s funding and program interests, along with its actual giving history. 

Your team can review the causes, issue areas, programs, populations, and organizations a foundation has supported to get a clearer understanding of where its funding has gone. 

If you are still identifying potential funders, Grant Advance Solutions’ Search Engines can help you find foundations to research in more detail. 

Yes. Foundation Profile Pages can include financial information such as foundation assets, income, annual grant activity, number of grants awarded, and historical giving. 

These details provide additional context about the foundation and the scale of its charitable activity. 

Yes. Grant Advance Solutions can provide contact and leadership information that helps your organization identify the appropriate person for foundation outreach, including the contact person for a Letter of Inquiry when that information is available. 

If you are preparing an LOI, our guide on how to write a Letter of Inquiry for grant funding explains what to include and how to structure your request. 

A Foundation Profile Page gives your team several pieces of information to consider together, including the foundation’s funding interests, geographic focus, previous recipients, historical grant amounts, grant types, eligibility information, and giving patterns. 

Rather than relying only on a foundation’s stated mission, your nonprofit can look at where its money has actually gone and use that information when evaluating the opportunity. 

You can learn more about this process in our guide on how to qualify foundations for grants. 

A Foundation Profile Page is more than a static record of foundation information. Your organization can build on the profile over time by adding its own notes, tracking activities, setting alerts, and storing important documents and images connected to that funder. 

This creates an ongoing history of what your organization knows about the foundation and how the relationship has developed. 

Yes. Your team can add information such as notes, activities, alerts, documents, images, and correspondence history to the foundation record. 

This means the profile can combine Grant Advance Solutions’ foundation research with the knowledge your own organization develops through outreach and interaction with the funder. 

Create Grant-ready
Proposals in Minutes.

Spend less time on paperwork and more time securing funding. Grant Advance provides powerful proposal generation tools, funder research, grant management resources, and expert support to help your organization win more grants. 

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Create stronger grant documents with guided support. 

GrantAdvance’s Document Generator helps nonprofits create essential foundation outreach documents—including Letters of Inquiry (LOIs), grant proposals, thank-you letters, and impact reports. Choose manual guidance or AI-enhanced support, then follow a simple step-by-step process that helps you cover the information funders expect, organize your ideas, and create clear, professional drafts faster. 

Letter of Inquiry  
  • A Letter of Inquiry (LOI) is often your nonprofit’s first opportunity to get a funder’s attention. It needs to quickly communicate who you are, the need you address, what you plan to accomplish, and why your work matters.
  • GrantAdvance’s Document Generator guides you through each essential part of a strong nonprofit LOI, helping you organize your story, goals, approach, funding needs, and expected impact. 
  • Choose a manual or AI-enhanced approach and create a clear, compelling Letter of Inquiry without wondering what funders expect or where to start. 
Grant Proposal  
  • A full grant proposal gives your nonprofit the opportunity to make a stronger case for funding—but it also requires more detail, structure, and careful planning
  • Grant Advance’s Document Generator helps you develop the key information funders look for, including your program description, goals, methodology, outcomes, budget, and organizational qualifications. 
  • Whether you prefer to write manually or use AI-enhanced support, you can build a more complete, consistent, and persuasive nonprofit grant proposal that clearly connects your work to measurable impact. 
Impact Report 
  • Winning a grant is only part of a successful funder relationship. Showing what that funding made possible can help build trust, demonstrate results, and create opportunities for future support.
  • Grant Advance’s Document Generator helps nonprofits turn their progress and results into professional impact reports that communicate outcomes, accomplishments, and community impact clearly. 
  • Use manual or AI-enhanced tools to create reports that strengthen funder stewardship, support grant reporting and renewals, and show donors why their investment in your mission matters. 
Thank You Letter 
  • A thoughtful thank-you letter is more than a courtesy—it is an important part of nonprofit funder stewardship. It gives you a chance to recognize a funder’s generosity while reinforcing the value of their investment.
  • Grant Advance’s Document Generator helps you create personalized thank-you letters that express genuine appreciation, connect the gift to your mission, and keep your nonprofit’s relationship with the funder moving forward.
  • With manual or AI-enhanced support, you can create meaningful donor communications that help turn individual grants into stronger, longer-term funding relationships. 

AI-Powered Grant Success Starts Here.

Leverage the power of AI to simplify grant seeking. Grant Advance helps you discover funding opportunities, create compelling proposals in minutes, and confidently pursue grants with expert support at every stage. 

  • Go from idea to draft in minutes 
  • LOI automatically generated with every project created 
  • Total control over what you say and how you say it – 
keep your unique voice 
  • Foundation name 
  • Foundation address 
  • Contact person 
  • Ask amount 
  • Letterhead of your organization 
  • Your signature 

It will save you lots of time and help you to create professional documents personalized for each foundation. That is very important because funders notice when the document looks generic. You will not only create more grant applications. You will create better, more relevant documents faster.

Create Compelling Proposals Faster 

Generate high-quality, funder-ready grant proposals in minutes using AI-powered tools, proven templates, and
organization-specific content designed to save time and improve results. 

Customize every LOI to create compelling requests.
From one Master document to hundreds personalized – in 
minutes, not days 
Smart Tag insertion of address, contact person, and the perfect “Ask”  
Foundation Insights cards that reveal the mission behind every foundation 

Live Support and Expert Coaching

Receive expert guidance when you need it most, from funder research and proposal development to submission strategies and grant management best practices.

  • Trusted advisors you can always talk to
  • Strategic coaching vs. Bots and Help Centers
  • Best practices and processes for communication, follow-up, and building lasting partnerships
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Document Generator preview

AI-Enhanced Grant Writing Support

Grant Advance’s AI enhanced writing features will allow you to improve and refine your grant documents without changing the voice of your organization. You can use AI support to change the tone from informal to professional, request the content to be simple or technical, set a limit on the length of the document by choosing the number of pages you want your completed document to be. It is quite useful when you have all the data about a funder but you need to make it look better. The aim of the tool is not to make all the nonprofits the same. It is to help you to express yourself more professionally.

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Document Generator preview

Personalized Documents for Every Foundation

One of the main challenges in foundation outreach is personalization. A generic LOI is easily recognizable. But customization of each document takes time and even more efforts when you need to reach several foundations. The Document Generator solves this problem. Using your Master Document and the prospects list from the Grant Advance database, the tool will create personalized documents including foundation details, contact information, ask amount, and branding. It will save you lots of time but will allow you to keep the personal touch in each document. For organizations that manage multiple funders, this will save you several hours.

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Why Grant Writing Software Is Important for Nonprofits

Grant writing is not only about writing. It is about structure, alignment, consistency, and follow-through. Without a proper system, teams tend to work with scattered files, old proposals, copied paragraphs, and spreadsheets with disconnected data. It can lead to missing details, inconsistency, and stressful experience when you have a deadline. Grant writing software will help you to coordinate all the processes. With Grant Advance, your team will be able to move from funder research to document creation and pipeline management more easily.

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What Charities are saying about us

Discover foundations, craft proposals, and run campaigns easily with our all-in-one
funding platform, complete with friendly expert support—without the hefty price.

Grant Advance has been a huge success for us. In our first year, we raised over $500,000. It hasn’t been without hard work, but your software makes the process so much easier. From the ability to search similar organizations and relevant keywords, to using a templated letter with mail merge for names, addresses, and suggested asks—it has streamlined the entire process. We truly appreciate Grant Advance’s software; it has been invaluable to our organization.

MICHAEL SCHNEIDER Pilots to the Rescue

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

View Our Testimonials

Since I started using the platform back in August, I received over $93,000 in Grants. Grant Advance gives you access to so many foundations that you would not even know exist. It makes the process super easy.

ALEX HUNT The Haven of Manitowoc County

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

View Our Testimonials

After several attempts of mailing out these letters, we received $20,000 from one foundation. I had asked for $20,000 and they had granted it. Because of this gift, we were able to meet our final need for the campaign.

STACY MEGILL First Dallas Media INC

Recommended by fundraising pros.
Trusted by nonprofits. Powered by
Grant Advance.

View Our Testimonials

Grant Document Generator FAQs 

The Grant Advance Solutions Document Generator uses your nonprofit’s Master Document as the foundation for your grant documents. It then helps you create customized documents by combining your organization’s core information with funder-specific details, including the foundation’s name, address, contact person, and requested grant amount. 

A Master Document is a central record of the information your nonprofit regularly uses when applying for foundation funding. It can include your mission, organizational background, programs, community needs, expected impact, leadership information, funding requirements, and other important details. 

Once completed, this information can be reused and adapted across multiple grant documents. 

Nonprofits can use the Grant Advance Solutions Document Generator to create: 

  • Letters of Inquiry 
  • Full grant proposals 
  • Impact reports 
  • Thank-you letters 
  • Customized foundation correspondence 

Each document follows a guided process based on its purpose, structure, and expected content. 

Yes. The Document Generator provides a guided structure for writing a Letter of Inquiry, also known as an LOI. It helps nonprofits organize important sections such as the introduction, organizational background, statement of need, methodology, other sources of funding, and summary. 

This helps your organization present its funding request clearly and concisely before a foundation requests a full proposal. 

If your team is new to LOIs, our guide on how to write a Letter of Inquiry for grant funding explains the structure in more detail. 

The Document Generator combines information from your Master Document with details from the foundation you are contacting. Depending on the available information, documents can include the foundation’s name, address, contact person, ask amount, and other funder-specific details. 

Your nonprofit can also add its letterhead and signature so each document is properly branded and prepared for outreach. 

Before personalizing a document, your team can use Foundation Profile Pages to review information about the funder, its giving history, past recipients, and other details that can help strengthen your outreach. 

Yes. Once your organization’s core information has been added to the Master Document, it can be reused to create customized documents for multiple foundations from your prospect list. 

This reduces the need to repeatedly copy, paste, and reformat the same organizational information while still allowing documents to be personalized for individual funders. 

Organizations can also use Grant Advance Solutions’ grant search engines for nonprofits to identify potential foundation prospects before preparing outreach materials. 

Yes. The Document Generator is designed for both experienced grant professionals and people who are new to grant writing. 

Prompts, examples, instructions, and guided sections help users understand what information should be included in each document. This gives new grant writers a clearer process while helping experienced professionals work more efficiently and consistently. 

The Document Generator helps organize, structure, personalize, and refine your grant documents using information provided by your organization. Your nonprofit still supplies the facts, program details, funding needs, goals, outcomes, and other information required to create an accurate application. 

The tool makes that information easier to organize and present in a professional document. 

Your team should also research and qualify each foundation before preparing a request so the final document reflects a genuine match between your nonprofit and the funder. 

Yes. The Document Generator can help nonprofits create impact reports that explain program results, outcomes, progress, and community impact. These reports can support foundation reporting, stewardship, renewal requests, and long-term funder relationships. 

It can also create professional thank-you letters that acknowledge a foundation’s support and communicate the importance of its contribution. 

As your organization manages more funders, deadlines, follow-ups, and reporting requirements, Grant Advance Solutions’ grant management software can help keep those activities organized. 

Yes. The Document Generator can help nonprofits create impact reports that explain program results, outcomes, progress, and community impact. These reports can support foundation reporting, stewardship, renewal requests, and long-term funder relationships. 

It can also create professional thank-you letters that acknowledge a foundation’s support and communicate the importance of its contribution. 

Before creating grant documents, your nonprofit should gather its core organizational information, including: 

  • Mission and organizational background 
  • Programs and services 
  • Community or beneficiary needs 
  • Program goals and expected outcomes 
  • Funding needs and requested amount 
  • Leadership and organizational qualifications 
  • Previous results or impact 
  • Other sources of project funding 

This information can be added to the Master Document and reused when preparing documents for different foundations. 

Full-Cycle Grant Management for Nonprofits

Manage every stage of foundation funding from one place. Grant Secretary helps your team track prospects, applications, deadlines, documents, funder relationships, and reporting requirements while keeping everyone aligned and informed. 

  • Complete visibility across your funding pipeline 
  • One source of truth for grant activities and records 
  • Better team collaboration and accountability 
  • Fewer missed deadlines and funding opportunities 
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Grant Secretary UI For Grant Advance

One Team. One Process.  

Grant Secretary makes it easy to coordinate grant efforts across your organization, ensuring everyone involved has the clarity, context, and collaboration needed to move funding opportunities forward together. 

Add funder-specific notes & Set email alerts and reminders
Monitor proposal, LOI deadlines, assign and track follow-up actions   
Avoid Duplicate Outreach &  Maintain continuity across your team

 

 

Strong Management Builds Strong Funder Relationships 

Sustainable funding is built on trust, and trust is built through consistent communication. Grant Secretary helps your team manage every funder interaction with confidence, strengthening relationships and creating opportunities for ongoing support. 

  • Maintain consistent funder engagement 
  • Strengthen trust with prospective funders 
  • Position your organization for repeat and multi-year funding 

Grant Secretary FAQs 

Everything you need to know about Grant Secretary on Grant Advance.

Grant Secretary is a grant management tool within Grant Advance Solutions that helps nonprofits organize foundation prospects, applications, documents, notes, deadlines, follow-ups, and funder activity in one place. It gives your team a clearer view of what has been completed, what still needs attention, and what should happen next. 

Grant Secretary allows nonprofits to track funders and applications throughout the foundation funding process. Your team can monitor application status, documents prepared for each foundation, notes, alerts, deadlines, follow-ups, previous activity, and upcoming actions. 

Yes. Grant Secretary helps your team keep track of proposal and LOI deadlines, set alerts and reminders, record follow-up activity, and identify opportunities that require attention. For organizations managing several projects and deadlines at once, Grant Advance Solutions’ grant management software can also help keep project activity organized. 

Grant Secretary is designed to make grant activity easier to coordinate across your organization. Teams can maintain shared records, track responsibilities and next steps, review previous activity, and keep important funder information in one organized place. 

Yes. Grant Secretary helps maintain a record of your foundation activity so your team can see whether a funder has previously been contacted, what documents were prepared, the current status of the opportunity, relevant notes, and whether additional follow-up is needed. 

Yes. By keeping foundation activity, notes, documents, and previous outreach together, Grant Secretary gives your team greater visibility into which funders have already been contacted. This can help prevent different team members from unknowingly reaching out to the same foundation. 

Yes. Grant Secretary helps keep grant documents connected to the appropriate funders and projects. Teams can manage master and custom document lists, preview documents, and maintain clearer records of which materials have been prepared for each foundation. Grant Advance Solutions’ Document Generator can also help your team create and refine Letters of Inquiry, proposals, and other foundation funding documents. 

Grant Secretary includes automatic mail merge capabilities that can help personalize similar documents using details such as the foundation name, address, salutation, ask amount, signature, and other organization or project information. This can reduce repetitive administrative work while helping your team keep outreach accurate. 

Grant Secretary connects the grant management stage with the wider Grant Advance Solutions workflow. Your organization can use Search Engines to discover potential funders, review Foundation Profile Pages to research their giving history and funding patterns, prepare materials with the Document Generator, and then use Grant Secretary to track applications, statuses, notes, follow-ups, and next steps. 

Yes. Grant Secretary helps your organization maintain notes, follow-up activity, reminders, historical records, and other information connected to each funder. Having that context available can make it easier to communicate consistently, avoid missed follow-ups, and manage foundation relationships over time. 

Find Funder Matches &
Draft Letters of Inquiry
(LOIs) in Seconds

Eliminate the two biggest barriers to nonprofit funding: research and writing.  
 Input your project details once to instantly discover aligned foundations and generate a customized, professional two-page LOI draft. 

Explore AI Grant Writing 

One streamlined workflow. Faster progress toward funding. 

 

Instant Funder Matching 

Discover foundations aligned with your exact mission, geography, and funding priorities. 

Automated LOI Generation 

Receive a professionally structured, two-page Letter of Inquiry draft ready to refine. 

Single Project Workflow 

Enter project specifications exactly once to yield two valuable grant-seeking outputs. 

Discover Grant Funders Aligned with Your Mission  

Can you imagine spending 40 hours a week, month after month, poring over IRS Form 990 filings just hoping to find a few aligned funders? We have not only helped nonprofits get off that hamster wheel, but we have also recently pioneered optional AI search capabilities that find aligned funders with nothing more complicated than you creating a project that you want to invite foundations to support.  Just create a project and Grant Advance will analyze more than 400,000 foundation records and ten years of giving history to help identify potential funder matches based on your project criteria. 

What You’ll Get  

  • Curated funder recommendations in minutes 
  • Automated matching based on your project details 
  • Optional filters to fine-tune results  
  • More time to focus on programs, partnerships, and impact 

Whether you’re seeking foundation funding for a new initiative or expanding an existing program, Grant Advance helps you start with the opportunities most worth pursuing. 

Generate a Strong LOI Draft Without Starting from Scratch 

Once your project is created, Grant Advance uses the same information to generate a professional, industry-standard two-page Letter of Inquiry. Instead of spending hours organizing content, your team can begin with a structured foundation and customize it for specific funders. 

Benefits of AI-Assisted LOI Creation 

  • Eliminate the blank-page problem 
  • Always ask for the right amount and address it to the right person 
  • Refine tone, clarity, and messaging quickly 
  • Customize hundreds of letters in minutes

Grant Advance helps you create the first draft faster – but still lets you tell your story in your words. 

Built for Nonprofits That Need to Move Quickly 

No complicated setup. No steep learning curve. Just a faster, more practical, and highly efficient way to apply for grants. No more frustration trying to find funders, and no more “writer’s block” when it comes to starting your letters. 

Add your project. Review your matches. Customize your LOI. Move closer to funding. 

What Charities are saying about us

“I found one funder reached out to them, got $5,000. Then the next three years got $20,000 committed each year for 3 years. This year reached out to them again, and they’ve committed $25,000 for the next 3 years. So that’s the kind of support, you know that I’ve gotten because I found them through Grant Advance.”

NANCY SCOTT Autism Aspergers Friendship Society 

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Since I started using the platform back in August, I received over $93,000 in Grants. Grant Advance gives you access to so many foundations that you would not even know exist. It makes the process super easy.

ALEX HUNT The Haven of Manitowoc County

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After several attempts of mailing out these letters, we received $20,000 from one foundation. I had asked for $20,000 and they had granted it. Because of this gift, we were able to meet our final need for the campaign.

STACY MEGILL First Dallas Media INC

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Turn Your Mission into Compelling Grant Content.

Create stronger drafts, refine your writing, and spend more time advancing your mission with AI-assisted tools and personalized support from Grant Advance. 

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Frequently Asked Questions About Grant Advance Solutions AI 

The platform analyzes your project information, including mission, geography, focus areas, and funding needs, to identify funders that align with your organization’s priorities. 

Yes. Every draft is fully editable, allowing you to personalize content, adjust tone, and tailor messaging for specific funding opportunities. 

Most users receive funder recommendations and an LOI draft within minutes of creating a project. 

Grant prospecting is the process of identifying foundations and funding organizations whose priorities align with your nonprofit’s mission, programs, and geographic service area. 

Nonprofits can speed up grant research by using grant prospecting software that analyzes project information and identifies potential funder matches automatically. 

A Letter of Inquiry should summarize the need, project goals, expected outcomes, funding request, and organizational background in a concise format. 

AI can help nonprofits analyze funding criteria, identify aligned funders, organize project information, and create draft grant outreach documents more efficiently. 

Real People. Expert Support. Better Grant Results.

From your first day with Grant Advance, you’ll have access to personalized training, knowledgeable guidance, and a responsive support team committed to helping your nonprofit succeed. 

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Support Made Personal. 

Grant funding can be complicated, but getting help shouldn’t be. Connect with real people who understand the Grant Advance
platform and are ready to answer your questions, provide guidance, and help you move forward confidently. 

We Answer When You Call. 

When you need assistance, you deserve more than an automated response or another help-center article. Our friendly support team is available by phone and email to provide timely, personalized help from people who genuinely care about your success. 

Training That Builds Funding Confidence. 

Learn how to research funders, qualify opportunities, create compelling documents, and manage your grant pipeline effectively.
Our practical training helps your team get more from the platform—and build skills that support long-term funding success. 

Expert Guidance at Every Step. 

Whether you’re conducting your first foundation search or strengthening an established grant strategy, our team is here to help. Receive knowledgeable guidance on research, outreach, follow-ups, funder relationships, and grant-management best practices. 

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Your Mission Matters to Us.

Your success is central to everything we do. That means continually investing in our technology, supporting the people who serve you, and doing everything within our power to help your organization achieve meaningful funding results. 

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More Than Software. A Team Behind You. 

Grant Advance combines powerful grant tools with something technology alone cannot provide: genuine human support. Our team works alongside yours to answer questions, solve challenges, and help you confidently pursue the funding your mission deserves. 

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Service Our Customers Talk About.  

You don’t have to take our word for it. Read our Google reviews and discover why so many Grant Advance customers highlight our knowledgeable team, responsive service, and commitment to their success. 

Recommended by fundraising pros. Trusted by nonprofits. Powered by Grant Advance.

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Don’t forget about our other features!

Join more than 4.6k+ charities who trust Grant Advance to help them get funding!

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