Grant Operations & Workflows
Board packets that look like decisions, not database dumps.
Published by Fundamentl, the company behind FoundationOS. Editorial policy
The short answer
Turn applications, recommendations, amounts, focus areas, and summaries into polished board-ready materials for grant recommendation meetings.
On this page
Make board prep less painful
Turn applications, recommendations, amounts, focus areas, and summaries into polished board-ready materials for grant recommendation meetings.
Application summary sections for mission, focus area, requested amount, and funding needs.
Recommendation tables with clean columns and decision-ready context.
PDF exports that look presentable outside the system.
AI-assisted summaries to reduce manual prep time.
A useful next read
How to build a grant approval workflowDefine stages, owners, decision rules, and exception handling for grant reviews and board approvals.
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Share this strategic guide with your team & trustees
Pre-formatted for executive discussions, committee reviews, and board presentations.
Keep learning
How to build a grant approval workflow
Define stages, owners, decision rules, and exception handling for grant reviews and board approvals.
Post-award grant management: what to track after approval
Set up an award record that connects conditions, reports, payment readiness, grantee communication, and closeout.
How to build useful foundation impact reports
Choose meaningful questions, define measures, and separate grant activity from evidence of outcomes.