Foundation Source / Our Services / Web-Based Tools
You get direct, instant access to resources that can help you find and evaluate nonprofit organizations as part of your pre-grant due diligence.
Easily execute grants to any IRS-approved charity with just a few mouse clicks. Our systems automate the review process when grants require approval by a committee or a designated individual.
Flexible grantmaking options allow you to customize the grant parameters:
As a Foundation Source client, you also gain access to innovations we’ve pioneered to expand your grantmaking, such as simplified granting directly to individuals affected by a natural disaster or economic hardship; and grant certificates that allow your foundation to extend limited granting rights to individuals who do not have official granting authority.
Our web-based grant management system is user friendly for both you and your grantees, and is completely integrated with the foundation’s back-office systems.
The online eligibility quiz screens out funding requests that don’t match your guidelines. Nonprofits that meet the criteria are automatically invited to complete a full application. Board members can then filter, organize, review, track, and reply to these requests online as they are submitted, rather than receiving bulky board dockets prior to each board meeting.
Our grant management platform helps you monitor impact by collecting progress reports and metrics from your grantees. Track how grant funds were spent, grantee progress toward goals, unexpected challenges, and more.
Every foundation member can quickly master this simple and intuitive grant management system. It requires no software installation or specialized computer skills.
The web-based console and online Reports Library provide instant access to foundation records and activities. The customizable report templates allow you to segment information by date range, program area, geography, and more.
For corporate foundations, we provide full support for employee matching gift and volunteer programs. You get easy-to-use online tools that automate and simplify these programs as well as hands-on guidance to help you design and run your programs according to best practices.
For each matching program you can individually define:
Matching funds for each nonprofit can be combined into a single check and sent with a grant letter that identifies the participants whose activities are being matched. Recipients are fully vetted against the IRS Business Master File and USA PATRIOT Act requirements.