Foundation Operations Health Score
A cycle feels slow and nobody can say where.
The health score is a pointer into the file: processing time, reviewer turnaround, award speed, compliance, and reporting.
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Grant management software for foundations
Due dates in an inbox. Scores in a form. Awards in a spreadsheet. Grantis is grant management software that holds one record.
The stall
“The board packet is a second year of work.”
A spreadsheet can hold a list of awards. It cannot keep a due date, a reviewer score, and a funder report on one record. When those live in three places, a new staff member cannot pick the year up, and someone rebuilds it before every board meeting.
Grant management software is supposed to be that file. Most of it is not. Open-call products start from a public listing and spend the cycle sorting what arrived. Side trackers open after the money goes out. Reporting is an export. Grantis is built the other way: the foundation owns the program, invites who applies, and the rest of the grants management system reads the same grant.
Intake
Most grants management software assumes an open call. A foundation posts a listing, anyone applies, and staff sort. That model fits some funders. It does not fit a foundation that already knows which organizations it intends to consider.
You define the program first. You decide who is invited to it. The applications in review are the ones you asked for, so the work in front of your team is work you chose. If your model is a public listing anyone can find and submit to, Grantis is not built for it. Invitation-only grants is the access rule.
The hold
Each step exists because this is where the year usually leaves the file.
Applicants should not invent what you fund. Name the outcomes, requirements, and due dates before anyone is invited.
A public listing fills the queue with strangers. You choose who gets in. There is no open apply page.
Scores that live in a side form never make the packet. Assignment, rubric, and decision stay on the file.
The award is the middle of the work. Outcomes, dates, documents, and the report stay attached until the grant closes.
Where cycles stall
Each module is a fracture you stop repeating. They read and write the same grant record.
Foundation Operations Health Score
The health score is a pointer into the file: processing time, reviewer turnaround, award speed, compliance, and reporting.
Read moreFoundation-Centered Program Management
You define it first: outcomes, requirements, due dates, and what an awardee owes. Applicants respond to that.
Grants managementControlled Applicant Access
Invite or assign specific applicants. There is no public apply page and no open call.
Invitation-only grantsReviewer and Scoring Workflows
Assign reviewers, set the rubric, and take the decision on the same grant record.
Grant reviewCompliance and Outcome Tracking
Required outcomes and due dates stay on the award. Progress and closeout are watched there.
Grant trackingDocument and Reporting Hub
Award letters, compliance documents, and funder reports are generated from the file you already keep.
Grant reportingTask, Deadline, and Workflow Automation
Reminders and tasks follow the grant from award through closeout, tied to the dates on the record.
Grant complianceIntegrations and Data Connections
Connect accounting, CRM, and email so the grant record is not a dead end.
Read moreMulti-Tenant Admin and Customization
Each foundation gets an isolated workspace: fields, workflows, branding, and dashboards.
Read moreWorkspace
Every foundation on Grantis gets its own environment. Programs, applicants, scores, and documents live there and are not mixed with another foundation’s year. Fields, workflows, branding, and dashboards follow how you already work.
Access follows the same rule. There is no public apply page and no self-serve signup. People see a program because you invited them to it.
By the work
Start on the stall: grant tracking, grant compliance, grant reporting, grant review, or invitation-only grants. If you are still shortlisting, read best grant management software and grantmaker software.
Most roundups assume an open call. What “best” means if you invite applicants and need the year on one record.
Funder-side software: the foundation that makes the award, not the nonprofit that received it.
For foundations that invite applicants and want the year on one record. Not a clone, not a login.
When the suite is larger than the year you run. Invitation-only grantmaker software, quoted, not a clone.
Not a login. For foundations that invite applicants and want the year on one record.
The year lives in email, a drive, and a spreadsheet. A grants management system puts the program, the decision, and the report on one record.
Tracking fails when it is a second system opened after the money went out. Watch outcomes and dates on the award itself.
A compliance binder that drifts from the award letter cannot prove what happened. Requirements and completion stay on the file.
Export, retype, hope the totals match. Packets should come from the file you already keep, not a second year of work.
For foundations that invite the nonprofits they fund. Not software for a nonprofit tracking grants it received.
Scores that live in a side form never make the board packet. Assignment, rubric, and decision stay on the grant.
An open apply page fills the queue with people you did not choose. You invite who applies.
Questions
Next step
Tell us how your foundation runs its programs today. We will show you where Grantis holds the file.
