FoundationOS Resources

Practical guides for better grantmaking.

Find your next step in software selection, grant operations, employee giving, and impact reporting.

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37 guides

Illustration of apply, review, award for grant lifecycle.
Grant Operations & Workflows14 min read

The Grant Lifecycle Explained

A field guide to the grant lifecycle from program design and application review through award administration, reporting, and closeout.

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Illustration of people, giving, impact for corporate foundation software.
Corporate Social Responsibility & Employee Giving1 min read

Corporate Foundation Software for Grants and CSR

A corporate foundation should look for software that can manage formal grantmaking and employee-facing CSR programs without losing the controls required for applications, approvals, awards, matching, volunteering and reporting.

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Illustration of requirements, evidence, fit for foundation management software.
Competitor Alternatives & Comparisons2 min read

Best Foundation Management Software: What to Look For

The best foundation management software should bring applications, review, awards, grantee communication, reporting, documents and board participation into one connected workflow instead of scattering the work across inboxes and spreadsheets.

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Illustration of programs, people, records for grant management software for small foundations.
Grant Management Software1 min read

Grant Management Software for Small Foundations

For a small foundation, the best grant management system is usually the one that reduces administrative work without requiring a dedicated system administrator. Prioritize fast setup, reusable applications, review workflows, award tracking, grantee communication and useful reporting.

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Illustration of people, giving, impact for grantmaking and CSR platform.
Grant Management Software1 min read

One Platform for Grantmaking and CSR

An integrated platform can manage foundation grants alongside employee giving, matching gifts, volunteering and corporate impact programs, which is especially useful when one social-impact team oversees both institutional grantmaking and employee programs.

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Illustration of inventory, map, validate for grant management out of email.
Grant Management Software1 min read

How to Move Grant Management Out of Email and Spreadsheets

Start by moving the highest-friction handoffs into a shared workflow: application intake, reviewer assignments, applicant messages, decision records, award requirements and progress reports. The goal is not to eliminate email; it is to stop using the inbox as the system of record.

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Illustration of apply, review, award for PDF grant application to online form.
Grant Operations & Workflows1 min read

How to Turn a PDF Grant Application Into an Online Form

A foundation can convert an existing PDF application into a structured online form by extracting its questions, field types, instructions and requirements, then reviewing the generated form before publishing it to applicants.

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