PhilanTrack™ for Corporations Features

Grantee Management
With PhilanTrack, clients have easy access to grantee information that is maintained and updated by grantees through the PhilanTrack for Nonprofits interface after the nonprofit has been vetted in the grantmaking process. Clients can view their grantmaking history with a given NPO for all grants made, proposals received, and progress reports received with PhilanTrack.

Proposal Management
Clients can accept proposals online. PhilanTrack supports both solicited and unsolicited proposals; each different grantmaking program within the company can have its own configuration. Requests for proposals and proposal forms can be tailored to meet a specific grantmaking program’s unique needs. Documents – audited financial statements, annual reports, etc. – can be uploaded by the NPO and viewed online or saved and viewed offline by the client.

Progress Report Management
When awarding a grant to an NPO, clients can define reporting requirements, including due dates and tailored progress report forms. NPOs receive automated reminders when progress reports are due, and can complete progress reports online. Progress reporting is efficient and transparent, allowing NPOs to dedicate valuable resources to program and service delivery, and enabling clients to easily see and evaluate the impact of their grantmaking.

Internal Report Generation
PhilanTrack makes it easy to generate customized reports for internal stakeholders that aggregate information across the client’s portfolio of grantees, from number and geographic distribution of grants made to detailed information from grantee proposals and/or reports. With these reports, the client can share information with its stakeholders to demonstrate the value and impact of its grantmaking program.

Grantee Financial Analysis
PhilanTrack’s innovative financial analysis tool, developed under the guidance of a Harvard University professor, helps clients evaluate the financial health and well being of their grantees with easy-to-read graphs and charts that can be included in customized reports.