• 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 handled using the Donorfy feature called Opportunities (note - this is only available in the paid-for Professional plan).  You can use Opportunities to manage the application process. There are different Opportunity Types av...

    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