PhilanTrack® for Foundations Features

Streamlined Grantee Management

• Easy access to grantee information;
• Automated verification of 501(c)(3) status and program eligibility;
• View updated grantee information, as grantees enter and update their own information through PhilanTrack's online interface;
• Activity history with a given grantee for all grants awarded, proposals reviewed, and progress reports received;

Complete Proposal Management

• Request and accept proposals online;
• See when proposals are due, and which proposals are outstanding;
• Tailor applicant questionnaires for thorough review;
• Make informed funding decisions based on grantee responses and comparable information;
• Review documents uploaded by grantees, including annual reports and audited financials;

Efficient and Thorough Progress Reporting

• Enhance communications with grantees with online progress reporting;
• Notification when reports are due, and which reports are outstanding;
• Automated reminders sent to grantees when reports or updates are due;
• Effectively and transparently collect information about grantee progress, and facilitate evaluation and impact measurement;

Dynamic Report Generation

• Easily review and evaluate grant program impact with customizable reports that include summaries, graphs, and charts;
• Aggregate grantee information for key staff, trustees, and other stakeholders with a couple of button clicks;

Insightful Financial Analysis

• Evaluate the financial health and performance of applicants and grantees with PhilanTrack’s innovative financial analysis tool.