WHO WE WORK WITH
We work with Foundations, Grantmakers & Impact Investors of all shapes and sizes
Allows individual artists or artistic organizations to apply for grants
Creates and manages Donor Advised Funds to support community-based grantmaking
Supports philanthropic activities where employees live and/or the business operates in
Raise & distribute funds that have a specific mission. Granting can be a minor to major part of mandate
Meets philanthropic passions of a family or individuals. Can include Mission Related Investments
Agency, board or commission that has a granting mandate
- Focus on big-picture digital strategy
- Gap analysis of digital systems & processes
- Prepare solution comparisons
- Implement digital services
- Map business processes
THESE TOOLS WORK TOGETHER
- Integrate new & existing systems
- Optimize system performance
- Eliminate the need for “shadow systems”
- Design & deploy impact reporting & data visualizations
- Administer technology change management
- Transition legacy software & processes
- Train staff & stakeholders
- Provide guidance as your needs change over time
Our goal is to increase the net value of your philanthropic assets and impact by decreasing the time and money spent on ineffective and inefficient digital systems, allowing you and your stakeholders to focus on the work that matters.
TESTIMONIALS & CASE STUDIES
Brilliant approach and engaging sessions. Amazing to see the immense amount of work you did in researching our organization before the sessions began, and then again between sessions in analyzing the information provided by all our staff members. Very beneficial that you have provided us with charts and summaries of what we have shared.THANK YOU!Innoweave Coaching Workshop Participant
This new approach to getting work done is exciting and has lots of potential to improve our collaboration and effectiveness. We will be experimenting with more online software moving forward.Erin Kasungu - Community Foundations of Canada
This session was really excellent. The whole staff was clearly very engaged, and excited about moving forward with this project. The SpiderGraph was a really great exercise. In general, I think the whole session gave the staff confidence in the process and where it will take us.Kick Off Session Participant
Zoe is a total pleasure to work with. I was impressed at the accuracy of the workflow charts she built from our last session, and her ability to collect info while she facilitated. The session was simple in design, but made space to address everything that came up in it's process.Digital Documentation Session
You came into the session extremely well prepared and informed, and I appreciate your holistic approach to the project, looking beyond just grants and at our systems architecture in general.GrantBook Bespoke Kick-Off Session
THE GRANTBOOK PROMISE
GrantBook ensures you are not locked into a predefined set of tools. The tools we recommend are selected because they rank favourable in our ongoing assessment of the technology landscape.
We know that getting stand alone systems to integrate with one another can be time consuming or in some cases impossible. GrantBook recommends a comprehensive set of tools that work seamlessly together and anticipates the needs of your applicants, grantees, staff, board members, and partners.
Our offering focuses on the unique systems and digital competencies needed to thrive in a digital world. Our digital first orientation means you can hone your organization’s business processes and develop your team’s skills without investing in systems that are likely to become obsolete.
GrantBook has been fortunate to work with many grantmakers from across North America:
Our Innovation Promise
In collaboration with many software vendors, GrantBook has configured several dozen end-to-end workflows relevant to grantmakers and impact investors. We demonstrate these workflows via the XYZ Foundation (our in-house research & development platform). This platform allows us to provide you with best-practices of fully functioning systems.
“This new grant report allows me to make more informed & timely decisions”
Grant Mangement Staff
“This new process has freed up 15% of my time. I can now spend more time with my grantees”
“This new grant reporting process is building our capacity to achieve our mission”
“These new integrations have increased our ability to make payments to our grantees 50% more effectively”