Grant management is a crucial aspect of helping grant organizations manage funding programs and work with peers. Salesforce Grants Management allows donors to simplify their approach to raise vital funds for their community quickly. The personalized engagement platform provides features such as budgeting, training, and support to support the government’s grants program management lifecycle through enhanced collaboration, communication, and coordination.

1. Nonprofit:
Salesforce.org
Grants
Management
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2. Introduction
Grant management is a crucial aspect of helping grant organizations manage
funding programs and work with peers. Salesforce Grants Management allows
donors to simplify their approach to raise vital funds for their community
quickly. The personalized engagement platform provides features such as
budgeting, training, and support to support the government’s grants program
management lifecycle through enhanced collaboration, communication, and
coordination.
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3. Features & Benefits
❏ Link Grants And Programs
❏ Streamline The Application Process
❏ Enhance The Grantee Experience
❏ Gain A Holistic View Of Due Diligence
❏ Easy Reporting
❏ Built Alongside The Community
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4. Link Grants And Programs
Regardless of the funding program’s size
or scope, organizations use Salesforce
grant management software to link
related programs, sub-initiatives, and
grants to understand how they’re
propelling the philanthropic mission
forward.
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5. Simplify The Application Process
Grantmakers can customize grant applications based on the unique needs of
each funding opportunity using a pre-built template.
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6. Built Alongside The Community
Grants Management uses the outbound funds module as its main layer of innovation. Outbound
Funds Module was created by the Salesforce.org community of nonprofits, grantmakers, partners,
and staff under the Salesforce.org Open Source Commons program.
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7. Enhance The Grantee Experience
For individuals and non-profit organizations,
finding and applying for scholarships takes
significant time and resources to achieve their
targeted goal. Grantmakers make it easier for
them to find and apply for funding
opportunities and view application status via a
personalized scholarship portal.
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8. Gain A Holistic View Of Due Diligence
Grantmakers can choose from pre-configured
templates that vary by program, grant size, budget,
and more. Past verification checks are automatically
saved, so grants managers don’t have to repeat the
process when a previous applicant applies.
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9. Major Roles In The Grants Management
Admin - Someone in your organization who configures and customizes Salesforce,
including Grants Management.
Grantmaker - The one who performs grantmaking duties, including reviewing funding
requests and setting up disbursements.
Grantseeker - A person outside your organization who applies for funding from your
organization.
Grantee - A person outside of the organization receives funds from your organization
based on funding requests posted on the portal.
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10. THANK YOU
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