News

New feature: Grants and Proposals

Last year fundraising projects, pledges and proposals were added to help you track future giving (as well as bequests).

I am pleased to introduce the new Grants Feature — designed to help you track incoming funding, connect it to proposals, and manage your fundraising more effectively.

📝 What's New?

  • Proposal Tracking: Record applications, status, tasks and approvals for proposals.
  • Grant Tracking: Record grant details and allocate donations to grants.
  • Proposal & Grant Pipeline: See which proposals led to grants, which are still pending, and which grants lack a proposal.

All of this is managed from the donation tab for contacts and organizations.

Here are sample reports:

 


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