Simple and Clean User Interface

  • A simple and clean design makes PhilanTrack intuitive and easy to learn for all new users
  • Summary information is cleanly presented. Get a bird’s eye view on all the information you need to know and make faster decisions about what you need to do next

Stay Productive and Free Up Resources

  • Reduce data entry by saving your responses from previous proposals
  • Use the “Find Similar Questions” function to easily reuse information from past proposals and reports
  • Create your own templates. Keep the language in your future proposals consistent and present your organization, programs, and activities in the best light.  Never miss another deadline: Calendars, to-do lists, alerts, and email reminders ensure that you stay on track of all due dates

Find New Potential Funders

  • Easily search for new potential funders, including through our partnership with GrantStation
  • Review foundations’ 990s to learn about their grant history
  • See who you know who is connected to a potential new funder

Fully Streamlined Funder Management        

  • Easy access to funder information
  • Activity history with a given funder for all grants awarded, proposals and progress reports submitted
  • Track interactions with funders even before applying for a grant

Complete Proposal and Reporting Management

  • Prepare grant proposals and reports online
  • Reduce data entry and easily reuse information rather than creating documents from scratch for each prospective funder
  • Receive automated email reminders prior to due dates
  • Include organization, program, and financial information, as well as any electronic attachments to submit to funders
  • Submit proposals and reports online to foundations that use PhilanTrack for Foundations, 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

The Speed and Convenience of the Cloud without Sacrificing Security

  • Strict password requirements
  • All data is encrypted and transferred through a secure sockets layer (SSL)
  • Automated nightly backups are encrypted and transferred to a secure remote location