Use Grants Management

Use Grants Management to manage all your grants activities, from funding requests to budgets and reviews and more. Grantseekers can also complete the due diligence process.

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. If you're not sure which version your organization uses, check with your Salesforce admin.

• Manage Funding Programs
  Manage funding programs so that grantseekers can apply for funds.
• Manage Funding Requests
  Set up funding requests to track applications, associated constituents, and requirements and create disbursements.
• Create a Budget and a Budget Allocation
  Use budgets and budget allocations to track planned and awarded funds for a particular time period.
• Complete Due Diligence for Grantseekers
  Grantseekers can complete the due diligence process by using Action Plans, Verification Checks, and Tax Status Search.
• Manage Account Update Requests
  Respond to grantseekers' requests to update their organizations’ information.
• Manage Reviews
  Evaluate grantseekers' requests, submit your review, and provide feedback.