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Eastern Bank Charitable Foundation

The ability to communicate with our requestors via email is a huge time saver that we did not anticipate. We still use the phone when a personal touch is needed, but the ability to send emails for a variety of reasons has increased our efficiency multi-fold.

Pain Points

The main reason we moved to an online grants management system was to eliminate the huge stacks of paper grant requests. We process over 1,200 requests a year. With a review cycle every 30 days, submissions could be in a variety of stages at any one time. To locate a request and know where it was in the process often meant searching through multiple piles of paper applications. 

Solution

The greatest benefit of Foundant Grant Lifecycle Manager (GLM) is that we are able to follow a grant through its various lifecycle stages. This has been an enormous time saver. With Foundant’s integration with GuideStar Charity Check, we are now able to determine, the eligibility of the applicant, saving us hours of work linking our verification process with the application.

About the Author

Grantmakers and funders have been able to build, cultivate, and encourage stronger relationships by eliminating tedious manual entry work. Learn how implementing the right grants management system (GMS) has allowed Foundant clients to move away from task-oriented work, utilize data to drive important decisions, and focus on the bigger picture to help drive impact.

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