---
schema_version: "1"
id: d9c66fa31cb4f5124151394d53331d6dd39d5d763ca6db38bd2e6509ce602290
title: Set Up the Grantsmaker Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_set_up_the_grantsmaker_experience.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_set_up_the_grantsmaker_experience.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1a49985d8c534eab55726181ecb5cbc449c5357bf99022fbe43acebd2615fabd
description: Support your organization's grantmakers by setting up robust due diligence and review processes.
products:
  - Nonprofit
release: "264"
---
# Set Up the Grantsmaker Experience

Support your organization's grantmakers by setting up robust due diligence and review processes.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png)

Note Salesforce offers managed package solutions for nonprofits in addition to the integrated platform solution Nonprofit Cloud. This content provides information about a nonprofit managed package. Find the Nonprofit Cloud documentation in [Nonprofit Cloud](https://help.salesforce.com/s/articleview?id=sfdo.nonprofit_cloud.htm). If you're not sure which version your organization uses, check with your Salesforce admin.

- **[Set Up a Due Diligence Process](https://help.salesforce.com/s/articleView?id=sfdo.gm_set_up_due_diligence_process.htm&release=264.0.0&type=5)**  
    Implement a due diligence process for your nonprofit organization by setting up Action Plans, tax status search, and more.
- **[Set Up a Review Process](https://help.salesforce.com/s/articleView?id=sfdo.gm_set_up_review_process.htm&release=264.0.0&type=5)**  
    Configure the Review Workspace fields and map the review statuses.