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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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