Trusts and Foundations
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Overview
Introduction Donorfy can help you manage targeted, bespoke funding approaches, such as applying for grants from Trusts & Foundations. Typically, these involve smaller numbers of potential donors, but require more complex information and processes,...
Robin Fisk -
Prospect research
From within a constituent profile, you can record information about a Trust or Foundation that remains reasonably constant. This is held on a Trust or Foundation constituent profile, along with information such as contact details, areas of interes...
Robin Fisk -
Applying for grants
Grant applications are created and managed using the Donorfy feature called Opportunities. You can use Opportunities to manage the application process. There are different Opportunity Types available for different categories of funder, there is on...
Robin Fisk -
Reporting
You can report on grant applications in two main ways in Donorfy - the Pipeline, and using the Lists feature. Opportunity Pipeline To view the current state of the pipeline of opportunites, select Opportunities from left-hand menu to see the overa...
Robin Fisk