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PhilanTrack® for Nonprofits Features
Streamlined Funder Management
Easy access to funder information;
View updated funder information;
Activity history with a given funder for all grants awarded, proposals and progress reports submitted;
Complete Proposal Management
Prepare grant proposals online;
Easily reuse information rather than creating proposals from scratch for each prospective funder;
See when proposals are due, and which proposals are outstanding;
Include organization, program, and financial information, as well as any electronic attachments to submit to funders;
Submit proposals online to PhilanTrack for Foundations users, or generate PDF or Word-compatible documents to submit to funders;
Efficient and Thorough Progress Reporting
View when reports are due, and which reports are outstanding;
Receive automated email reminders when reports or updates are due;
Prepare progress reports online;
Easily reuse information rather than creating reports from scratch for each prospective funder;
See when reports are due, and which reports are outstanding;
Include organization, program, and financial information, as well as any electronic attachments to submit to funders;
Submit reports online to PhilanTrack for Foundations users, or generate PDF or Word-compatible documents to submit to funders;
Convenient Document Library
Store current copies of your organization’s IRS determination letter, audited financials, annual report, and other documents to send to funders;
Easily include documents in proposals and progress reports submitted to funders.
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