What We Do

We help you choose, implement, and learn to use grants management systems so that you can do more good, better.
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Charting a path to your digital future? We'll get you there.

Strategic tech advisory and implementation for grantmaking organizations.

Our Services

Over the course of more than two-hundred software selection and implementation projects, Grantbook has helped hundreds of grantmakers reach the full potential of their people, process, and technology. Our clients consider us allies in their digital evolution, and while we take that responsibility seriously, we love to have fun along the way. Explore some of our signature service offerings:

System Selection

As experts in grants management systems, we help you navigate tech tools grantmakers worldwide are embracing to increase efficiency, effectiveness, empathy, and impact.


Ensure your chosen systems best activate your mission, capture your grantmaking practices, and unlock the highest potential for your people and processes.

Ongoing Service & Support

Unlock your technology’s full potential by better integrating your systems, upskilling your team, or accessing on-demand support to quickly crunch through tickets and bugs.

Strategic Partners to Daring Grantmakers

Helping foundations operationalize mission and vision
by leveraging technology.

grants management systems audited or implemented by our team
SaaS software tools in our knowledge base
foundation clients across North America, Oceania, and Europe
years of combined experience in philanthropy
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Grantbook brings the best mix I have seen around knowledge and care of our sector, knowledge of the various vendors/platforms (not just a specific one), project management, change management, and development resources. They can adjust and augment your organization to varying degrees across all those areas to get the results right. Usually you can only get two or 3 out of that list. Not with Grantbook.
Jonathan Goldberg, Surdna Foundation
Jonathan Mergy
Director of IT
We have been working with Grantbook for the last 2 years. Their depth of knowledge, insight from working with many clients over several platforms, and flexibility in helping us meet our objectives has been invaluable.  Grantbook isn’t only about solving the problems you’ve already defined. They are particularly helpful in addressing the “I don’t know what I don’t know” situations. I highly recommend them.
Jonathan Goldberg, Surdna Foundation
Jonathan Goldberg
Director of Learning & Grant Operations
Surdna Foundation
Grantbook played a major role in helping us identify and implement the best solution for our Financial Management System. Jennifer and Rob added a great deal of value to our project—through the whole process from initiating the RFI, evaluating the RFI, shortlisting the possible vendors, to evaluating and giving us professional feedback on the implementers we worked with. Working with them gave me the comfort of knowing that we were on the right path, and that we weren’t missing any critical steps or points of view. This ended up being a very successful implementation.
Ontario Trillium Foundation Logo
Albana Deliu
Business Analyst
Ontario Trillium Foundation
It has been such a delight to work with the Grantbook team! They are so knowledgeable and are always attuned to the latest trends and developments in the field and super excited about relaying the information back to us. I love working with the Grantbook team and look forward to our continued work with them!
Photo of Janet Disla, Sr. Grants Manager at Nathan Cummings Foundation
Janet Disla
Sr. Grants Manager
Nathan Cummings Foundation
We can't thank Grantbook enough for their guidance, support and technical expertise over the years! As our business evolves and requirements shift, Grantbook always manages to find an elegant solution to our challenges, saving us countless time and effort. [...] After several years working together, it's clear we couldn't afford not to use Grantbook.
Zina Nelku, Sr. Data Analyst at Grand Challenges Canada
Zina Nelku
Sr. Data Analyst
Grand Challenges Canada
Choosing technology was a daunting task for us - after all, the tool we chose would house all of our information. Grantbook did all the heavy lifting, and provided a clear, well thought-out process that made our solution selection process a breeze. Unlike many tech experts, they were very friendly and approachable - I felt that I could trust them to put our needs first.
Wendy Rinella, Oakville Community Foundation
Wendy Rinella
Oakville Community Foundation
It was an amazingly seamless experience given the size of the project; this was largely due to the professionalism, expertise and good humour of the Grantbook team. The fact Grantbook are on the other side of the world from the Southern Trust caused no issues at all and in fact worked in our favour as any issues were worked on overnight and often we had a response and/or a solution the following day. I have no hesitation in recommending Grantbook to any organisation to implement, improve and enhance its grantmaking.
Karen Shea, The Southern Trust
Karen Shea
Chief Executive / Trustee
The Southern Trust
Grantbook was a phenomenal partner for our vendor selection project. I loved working with the genuinely kind, super smart, authentic humans that staffed our project and I was impressed by their holistic, thoughtful process to vendor selection. They didn’t just dive in and start talking about features…they encouraged us to take a step back and envision what we wanted our system to help us become as an organization. We really enjoyed every step of our journey with them.
Karen Shea, The Southern Trust
Ashley Clark
Knowledge & Grants Manager
The Libra Foundation
When our foundation decided to search for a new grants management solution, we were at a loss on how to go about this daunting task. Luckily, a foundation colleague of ours highly recommended Grantbook. Jennifer and Maggie were an absolute pleasure to work with! Their expertise, guidance and support were invaluable to our staff and they brought a dose of energy and fun to the project as well. They did all the heavy lifting, brought forward two viable vendors, and ultimately, helped us identify the perfect solution for our needs. We couldn’t have done it without them!
Karen Shea, The Southern Trust
Becky Benak
Director of Grants & Operations
Reach Health Foundation
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Trusted by

William & Flora Hewlett FoundationNathan Cummings FoundationGrand Challenges CanadaCommunity Foundations of CanadaArnold VenturesHealth Forward FoundationRussell Sage FoundationOakville Community Foundation
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Our Approach


We are devoted to the philanthropic sector. Like you, we are passionate about advancing the philanthropic sector. That’s why we work exclusively with grantmaking organizations, from small family foundations, to corporate philanthropy, community foundations and impact investors, right up to large international research foundations with hundreds of staff.


Your needs come before brand names. We’re here to promote your interests first. This means cultivating deep knowledge and relationships across a broad array of tools and vendors, intentionally avoiding bias for any single solution, tool or feature. We’re here to help you select right-sized tools that best activate your strategic goals, not play favourites!


We apply design thinking for better problem-solving. We put humans at the heart of everything we do. From our very first meeting to the last hurrah, we make sure all your stakeholders' voices are heard. We prioritize how the people within your organization work together and we look holistically at the interaction of people, processes and technology when designing solutions.


We're always learning and excited to share what we learn. From participatory grantmaking to the future of work, our team has lots of ideas (and tested solutions) on how philanthropy can be reinvented to meet the needs of the 21st century. Every day, and especially in our innovation practice, we ask ourselves: “What does the world need from philanthropy?” and “What does philanthropy need from Grantbook?”

Featured Partner Resources

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Explore our latest thinking from the intersection of philanthropy and tech...

Let's talk!



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