How can we help you today?

Grantate makes it easy to discover funding opportunities that align with your nonprofit's unique characteristics:

• Smart Matching Algorithm

  Our sophisticated technology recommends grants based on your organization's mission, programs, geographic focus, and funding needs.

• Proactive Research

  Grantate's experienced research team proactively seeks out new grant opportunities and sends you personalized alerts.

• Powerful Search Filters

  Easily search our comprehensive database by funder type, geographic area, award amount, application deadline, and more.

After identifying a good-fit opportunity, Grantate's application tools help you manage the grant writing process from start to finish:

1. Centralized Workspace

   Gather all the information needed for your proposal, including your organization's background, program details, budget, and supporting documents.

2. Collaborative Writing

   Invite colleagues to contribute their expertise, delegate writing tasks, and provide feedback, all within the Grantate platform.

3. Deadline Management

   Set internal milestones to keep your team on track and receive automated reminders as the submission deadline approaches.

Our team of expert grant writers is available to review your proposal and provide objective, constructive feedback to improve your chances of success:

1. Submit for Review

   When you have a solid draft, send it to our reviewers directly through the Grantate platform.

2. Receive Feedback

   Within your specified timeline, you'll receive detailed comments and strategic recommendations to strengthen your proposal.

3. Select Review Cycles

   Choose from multiple revision rounds based on your needs, timeline, and budget.

Grantate offers full-service grant writing support for organizations that need additional capacity to develop winning proposals:

• Collaborative Partnership

  Our experienced writers work closely with your team to understand your organization's unique voice, mission, and impact.

• Compelling Storytelling

  We excel at crafting narratives that persuasively articulate your strategy and goals while addressing funder priorities.

• Tailored to Your Needs

  From one-time support to ongoing engagements, we offer customized packages to fit your needs and budget.

Grantate streamlines the submission process to get your proposal in front of funders easily and efficiently:

1. Submission Portal

   Our integrated submission portal seamlessly connects to the most common online grant application systems, allowing you to send your materials without leaving Grantate.

2. Mail-in Submissions

   For funders who require hard copy proposals, we provide printable cover sheets and mailing labels to simplify the process.

3. Real-time Tracking

   Easily view the status of your submissions, including confirmation of receipt, right from your Grantate dashboard.

Most funders require the following financial documents with your grant application:

• IRS Form 990

  Your most recent tax return filed with the IRS, which provides an overview of your organization's financial activities.

• Audited Financial Statements

  Independent auditor's report, including your statement of financial position, statement of activities, and cash flow statement.

• Organizational Budget

  Your board-approved budget for the current fiscal year, showing projected income and expenses.

Grantate's Document Library provides a secure, central place to store and manage these important files:

• Easily upload and organize your financial documents
• Control access and sharing with team members and collaborators
• Quickly attach required documents to your grant applications
• Keep your sensitive data safe with bank-level encryption

A well-prepared project budget is crucial to a competitive grant proposal. Grantate makes it easy with:

1. Customizable Templates

   Start with one of our pre-built budget templates and tailor it to your project's specific needs.

2. Guided Expense Estimator

   Our step-by-step wizard helps you anticipate and calculate all project-related expenses, ensuring nothing is overlooked.

3. Revenue Forecasting

   Easily forecast earned and contributed income to determine the amount of grant funding to request.

4. Funder-Friendly Formatting

   Automatically generate your budget in the format preferred by each funder, saving you valuable time.

Your indirect cost rate represents the percentage of your total budget that goes towards overhead expenses not directly related to your project:

• Office rent and utilities
• Administrative staff salaries
• Technology infrastructure
• Insurance and professional fees

Grantate's Indirect Cost Rate Calculator makes it simple to determine yours:

1. Enter your organization's total expenses and overhead costs
2. Our calculator will automatically generate your indirect cost rate percentage
3. Download a detailed report to include with your proposal

Demonstrating long-term financial sustainability is key to building trust with funders. Grantate helps you showcase your fiscal responsibility:

Diverse Revenue Streams

Highlight your mix of earned income, individual donations, corporate sponsorships, and other funding sources.

Multi-Year Budgeting

Create 3-5 year budget projections to show your plan for long-term financial health and stability.

Healthy Cash Reserves

Demonstrate your ability to cover unexpected expenses and weather economic downturns.

Endowment Building

If applicable, discuss your strategy for building an invested fund to provide ongoing support.

Grantate's Financial Scorecard provides an at-a-glance summary of your organization's fiscal health to share with funders.

If your organization has never had an independent audit, don't worry - Grantate can help you get prepared:

• Pre-Audit Checklist

  Download our comprehensive list of the documents and financial records you'll need to provide to an auditor.

• Auditor Directory

  Browse our vetted directory of CPAs and accounting firms specializing in nonprofit audits.

• Audit FAQ Guide

  Get answers to common questions about the audit process, timeline, and costs.

In the meantime, our research team can help you identify grant opportunities that don't require audited statements.

Impact reporting is essential for demonstrating your organization's success and accountability to funders. Effective reports:

• Prove Your Results

  Show funders how their investment directly supported your mission and beneficiaries

• Strengthen Credibility

  Build trust through transparency about your achievements and challenges

• Inform Future Funding

  Use your track record of impact to make a compelling case for continued support

Grantate helps you easily track key metrics, gather compelling stories and data, and create engaging reports that bring your impact to life for funders.

The most meaningful data will depend on your specific project, but in general, focus on metrics that:

• Align with the goals and objectives in your grant agreement
• Demonstrate progress towards your intended outcomes
• Reflect your funder's stated priorities and interests

Examples of common impact metrics include:

• Outputs: Number of beneficiaries served, activities completed, funds expended
• Outcomes: Changes in participants' knowledge, attitudes, behaviors, or circumstances
• Milestones: Key accomplishments or deliverables outlined in your project plan
• Stories & Visuals: Quotes, case studies, photos, or videos that illustrate your impact

Grantate provides customizable tools to easily track and report on the metrics most relevant to your work:

• Set up custom fields to capture quantitative and qualitative data
• Integrate with your existing databases and systems
• Streamline data entry and aggregation across multiple programs or sites
• Automatically visualize your data in funder-friendly charts and graphs

Your reporting cadence will depend on:

• Your funder's specific requirements
• The duration of your grant cycle
• The complexity of your funded activities

Some common reporting milestones:

Interim or Mid-Year Reports

Provide a progress update and highlight key achievements at the halfway point

Annual or Final Reports

Give a cumulative account of your impact and outcomes at the end of the grant period

Grantate helps you stay on top of your reporting obligations:

• Automatic reminders for upcoming reporting deadlines
• Customizable report templates for streamlined preparation
• Easy submission through our funder portal integrations

Even if your funder doesn't require it, we recommend sharing brief updates every 1-2 quarters. This helps:

• Keep funders engaged and invested in your progress
• Surface any challenges early so you can request support or course corrections
• Demonstrate proactive communication and responsible stewardship

First, remember that setbacks and challenges are a normal part of the grant implementation process. The key is to communicate proactively with your funder:

1. Identify Issues Early

   Monitor your progress regularly so you can spot potential roadblocks before they escalate

2. Be Transparent

   Share an honest account of any challenges you're facing and their impact on your project

3. Focus on Solutions

   Present your plan to get back on track or modify your approach in light of new realities

4. Request Amendments

   If needed, formally ask your funder to adjust your goals, timeline, or budget to better fit the situation

5. Embrace Learning

   Frame challenges as opportunities to learn, innovate, and strengthen your work going forward

Grantate helps you have these important conversations with funders:

• Our reporting tools flag potential issues and suggest solutions
• We provide templates for initiating transparent dialogue and requesting amendments
• Our strategic advisors can help you reframe challenges as learning opportunities

"When we hit a major roadblock with our program expansion, Grantate helped us communicate openly with our funders and secure the flexibility we needed to adapt our approach. Our funders appreciated our transparency and willingness to learn."

- Samantha N., Education Nonprofit

Impact reports are a valuable touchpoint for deepening your funder partnerships. Go beyond just submitting your reports by:

Expressing Gratitude

Thank your funders for their support and reiterate the difference they've made possible

Requesting Feedback

Invite your funders to share their reactions and insights on your progress

Sharing Additional Updates

Keep funders informed about related developments in your work, field, or community

Suggesting Next Steps

Share your vision for continuing or expanding your work together

Grantate helps you turn your impact reports into relationship-building tools:

• Customize your report delivery with personalized messages for each funder
• Use our email templates to make specific requests and invitations
• Track your communications to ensure consistent follow-up and stewardship
• Access our library of resources on effective funder relationship management

After grant approval, our service concludes with a comprehensive handover to prepare you for direct donor communications:

• Grant Summary Document

  Detailed overview of grant requirements, key deliverables, and important deadlines

• Contact Information

  Complete donor contact details for your direct communications

• Reporting Schedule

  Calendar of required reports and submission deadlines

• Documentation Templates

  Ready-to-use templates for tracking and reporting

Our donor communication toolkit will help you prepare for direct funder relationships:

Communication Templates

• Project update emails
• Progress report formats
• Change request letters
• Budget modification requests

Best Practices Guide

• Professional communication guidelines
• Response time expectations
• Documentation protocols
• Meeting preparation tips

Internal Workflow Tools

• Communication tracking spreadsheet
• Internal approval processes
• Document review checklists
• Team responsibility matrix

Before concluding our services, we'll help you establish these essential documentation systems:

Our financial management toolkit provides these essential resources:

Your grant modification toolkit includes: