GrantBook is a trailblazer in philanthropy, specializing in digital strategies for grantmakers and impact investors to enable social change.

WHO WE WORK WITH

We work with Foundations, Grantmakers & Impact Investors of all shapes and sizes

ARTS
GRANTMAKERS

Allows individual artists or artistic organizations to apply for grants

COMMUNITY
FOUNDATION

Creates and manages Donor Advised Funds to support community-based grantmaking

CORPORATE
GRANTMAKERS

Supports philanthropic activities where employees live and/or the business operates

GRANTMAKING
NONPROFIT

Raise & distribute funds that have a specific mission. Granting can be a minor to major part of mandate

PRIVATE
FOUNDATION

Meets philanthropic passions of a family or individuals. Can include Mission Related Investments

PUBLIC
GRANTMAKER

Agency, board or commission that has a granting mandate

We Recommend
RIGHT-SIZED TOOLS

  • Focus on big-picture digital strategy
  • Provide gap analysis of digital systems & processes
  • Prepare solution comparisons
  • Implement digital services
  • Map business processes

We Ensure
THESE TOOLS WORK TOGETHER

  • Integrate new & existing systems
  • Optimize system performance
  • Eliminate the need for “shadow systems”
  • Design & deploy impact reporting & data visualizations

We Support
CHANGE-MANAGEMENT

  • 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

TECHNOLOGY AGNOSTIC

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.

INTEGRATED SOLUTIONS

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.

DIGITALLY ENABLED

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:

75
PROJECTS COMPLETE
220
USER-STORIES COMPLETED
100
TECHNOLOGIES TESTED

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.

Foundation Management

“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”

Current Grantee

“This new grant reporting process is building our capacity to achieve our mission”

Finance Team

“These new integrations have increased our ability to make payments to our grantees 50% more effectively”