Foundant GLM/SLM Features: Installments & Internal Follow Up Assignment

Steps after a grant is awarded are rarely linear. In this on-demand webinar, we dive into the post-award portion of the grantmaking process and cover:

  • Multiple types of installment and payment workflows.
  • Using reports to help track credits, upcoming payments, and trends.
  • Our popular feature, Internal Follow Up Assignment, which will keep your staff on track with multiple tasks such as activity reports, site visits, and evaluation of outcomes and results.

This is hour of best practices, workflow examples, and Q&A with other users!

SPEAKERS

Anne Hossner, Client Success Manager [About Anne]

About the Author

Madi DeMartino

Madi DeMartino has been a member of Foundant for the last 3.5 years, starting as a Client Service Intern where she quickly mastered all four products and established relationships with many Foundant Clients. With her degree in Accounting from Montana State University, Madi is equipped with the fundamental knowledge to provide exceptional support to both Grantmakers and Community Foundations. Her extensive product knowledge allows her to provide excellent cross-product expertise. She is a Bozeman native and thoroughly enjoys the variety of outdoor activities it provides. In the summer months she loves a refreshing day on the lake, and in the winters, she can be found making anything from pies to jewelry.

More Content by Madi DeMartino
Previous Video
Foundant GLM/SLM Features: Question Branching
Foundant GLM/SLM Features: Question Branching

This feature allows you to consolidate multiple processes into a single process to streamline the experienc...

Next Video
Foundant GLM/SLM Features: Custom Columns and Collaborator
Foundant GLM/SLM Features: Custom Columns and Collaborator

Custom Columns and Collaborator are changing how foundations use their grants and scholarship sites. Our ex...