What is it about

Some of our clients not only fundraise but also give money through grants to eligible people. The grant-making
process can be complex with a formal application process with an applicant making many applications for many
purposes. The available funds are managed by a flexible budgeting process which releases available funds for applications.

This involvement manages the applications, approval, and payments associated with a grant. This includes conditional grants. Multiple funds can be set-up each with their own spend limits.

What does it do

  1. Application process
  2. Flexible profile application data
  3. Steps Templates
  4. Third Parties in Application
  5. Approval Process
  6. Conditions Monitoring
  7. Payment Approvals
  8. Multiple Applications
  9. Multiple Funds
  10. Automated Acknowledgements
  11. Easy email / letter communication

Why our clients need this

For some of our clients the majority of their business processes surround the area of making grants to individuals. The processing of grant applications can be time consuming and lengthy. This Involvement streamlines the process of grant applications from initial capture (including online capture) through to approval and payment.

Westwood Forster

Supported Business Processes

  1. Grant Awards
  2. Bank Statement Processing
  3. Bank validation software integration
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