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Using Data for Enhanced Nonprofit Performance: Insights and Strategies

Whitepaper, Driving Nonprofit Impact With Data and Technology, synthesizes the findings from a survey Executive Directors of 27 agencies in human services.Survey Insights Data Utilization The survey illuminates a crucial gap, with 73% of agencies underutilizing data in...
by Casebook Editorial Team 7 min read

AI Tools for Human Services Nonprofits

Following are some AI tools for you to consider. There are many others available as well. These solutions will take some of the heavy lift off staff so your organization, and those you serve, can thrive! AI Solutions - Administrative With these tools, you can easily...
by Casebook Editorial Team 13 min read

Buy or Build Your Own Case Management System for Human Services?

You run a social services organization and you're keeping all of your records in a spreadsheet, and now you are wondering if the investment in a case management solution is right for you. You're probably already having trouble getting the reports you need and making...
by Andrew Pelletier 20 min read

Best Practices

The Ultimate Guide to Grant Funding Success

UPDATED for 2024: Discover best practices to securing grant funding with our comprehensive guide. From identifying opportunities to crafting winning proposals, we cover everything you need to succeed.

Download now and start your journey towards grant funding success.

Secure Your Funding Pt. 3 — Emphasis On The Data

So far, we’ve reviewed watchdog sites’ standards, detailing indicators for a nonprofit’s success, and articulating metrics. What do all of these have in common? DATA! Ratings, program development, case-making…all are driven by a drumbeat of qualitative and quantitative data. How the public v...

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits...

by Sade Dozan4 min read

Capacity-Building Grants | Nonprofit Case Studies

In the previous post, we touched on how capacity-building grants are identified and developed in an effort to better position organizations for growth. Now, we’ll review the power of capacity-building g...

by Sade Dozan4 min read

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5 Funding-for-Human-Services Challenges and How to Overcome Them

Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide
Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide Explore the key challenges that funding for human services can raise, and discover strategic solutions to overcome them with our comprehensive guide
by Casebook Editorial Team

Reporting Impact and Communicating to Grant Funders

The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with ...
The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting. The previous post outlined the primary types of capacity-building projects and reviewed how transformational successful capacity-building implementation have been, for example, nonprofits. In this post, we’ll delve into reporting as well as the need for positive and open lines of communication with funders. Nonprofits, as public charities, are subject to investment from both public and private sources. Institutions (such as foundations and corporations) are examples of private sources of support necessary to nonprofits sustainable funding.Let’s say your organization has done a large amount of the work, and you just received your grant award! Beyond implementing the program, communicating with funders is key to ensuring you maintain good standing with their organization. Much of institutional giving is based on the promises you are making to these sources (your proposed programming/services, deliverables, etc.) however, equally important, is how you communicate with founders on your progress. There are the two main types of open communication with funders: formal reporting and relationship-building moments. Formal Reporting are updates given through either Interim Reporting or Impact Reports. They are often requested by each funder and have guidelines on what they should entail (typically sent in the same packet with the award letter/agreement). Interim Reports are updates that support the promised deliverables made to funders (how you’d use the funds). Even for general operating grants, updates to funders—or interim reports—are a necessary part of stewardship (aka maintaining positive relationships with funders which furthers ensure they continue to give/renew). Funding/Impact Reports are distributed to funders at the close of the grant period (typically 1-2 years, however, longer grant periods exist). They are a report back to funders on the full scope of work you’ve accomplished with their funding and a direct assessment of deliverables and key outcomes that were promised. Both of these reporting styles should have qualitative and quantitative examples that compare the progress you’re making to the deliverables you stated you would achieve. Things to detail in the more formal report include indicators of learnings, ways you improved the program, successes, and even challenges that explain where deficits occurred, and solutions you created to offset the barriers to success/implementation. This communication method leans more data driven, leveraging the quantitative efforts of your organization against the key outputs you stated that you would achieve within the initial proposal. Relationship-Building Moments are more informal updates within the stewardship process. This can take place in the form of phone calls to funders, emails, newsletter shares, and sometimes invitations to visit your program (when applicable/safe). One thing I must stress is that you can’t steward an ‘institution.’ You can only really form a bond and reputation with an individual (or group of individuals) at the foundation/corporation. These individuals, through updates, and phone calls, and ‘face- time’ begin to transition from funders to champions of your work. By communicating small victories throughout your grant period, you are showing an institution’s representative that your organization was a worthy investment, and that your impact is rippling beyond their initial grant distribution. This allows a program officer/funder to get to know you (and the organization you represent). Through your touchpoints they learn what your organization stands for at it’s core, beyond the outputs and outcomes outlined in the formal grant and impact reporting.
by Sade Dozan 11 min read

Leveraging Nonprofit Software to Create a Successful Grant Proposal

In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to r...
In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization. In the aftermath of the COVID-19 pandemic and the great resignation, businesses across many industries have experienced an uptick in employee turnover. This trend has been especially prominent in the nonprofit sector, where limited budgets and resources often make it difficult for organizations to retain their top talent. High turnover can have serious consequences for nonprofits, including reduced productivity, decreased morale, and increased costs — all of which directly affect the quality of services these organizations provide to their constituents. Finding and receiving just the right grants for your growing nonprofit can be a crucial step in securing the funding you need to move forward with projects that will make a difference, and leveraging nonprofit case management database software when creating your applications can be an important step in keeping everything you need in one place and writing strong applications that showcase everything your organization has to offer. Here is an overview of how to write a grant using nonprofit software and why nonprofit grant writing case management systems play an important role in creating successful modern grant proposals! Keep Past Information Organized to Choose the Best Possible Donors Even the most charitable donors are often unable to contribute to every grant request that comes their way, and keeping track of a wide range of data about each donor you have worked with or requested funds from in the past can help you begin your search with the specific donors that are the most likely to be willing and able to support your project. Many donors prefer to work with the same grant recipients over time to build a strong professional relationship with promising newcomers to their field, while others prioritize spreading their funds out among more people to help them get their foot in the door. If you are requesting a second or third grant from a donor you have had success with in the past, it can be helpful to remind them of the results of projects you have previously applied their funding to and how much that work benefited you or the organization you represent. Nonprofit software provides an easy and streamlined option for keeping this information and details about past communication with potential donors in one convenient place, and reviewing this information before deciding who to reach out to first can increase your chances of finding early success and minimizing the time it will take to secure the funds you need. Quickly Find the Best Grants for Your Organization Many grants have very specific guidelines for the types of projects they are to be used for, and reading through dozens or even hundreds of grant descriptions to find options that may be appropriate for your nonprofit can be quite time-consuming and reduce the amount of time your team can spend on other aspects of running your organization. Many grant management software programs come with a built-in, searchable database of common grants, and these programs can quickly compile a list of grants that most closely match your criteria. With this option, you can be intentional about putting the majority of your time and other resources toward creating the best possible applications for the specific grants that are most likely to be a good fit for your nonprofit. Establish Your Credibility If you are new to your field or representing a new nonprofit organization that has applied for few or no grants in the past, it can be difficult to create a concise and accurate picture of what your organization stands for and how the project you are seeking a grant for will ultimately benefit your community or your field. A strong grant management software program can be a valuable tool for compiling background information about your nonprofit to share with potential donors to show them why you are representing a credible and reliable organization that will use their money wisely. Although it can be easy to assume the reader of your grant application knows something about a cause that is important to you, it is generally best to write your application as though they have never heard of it to provide the most well-rounded explanation for why they should consider supporting your organization.
by Casebook Editorial Team 14 min read

How To Build Healthy Relationships With Funders

Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfoli...
Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include: Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions.Donors are individuals who give funds to help your organization achieve its mission! Program/Grant Administrators/Officers are employees of institutions and represent the foundations’ interest. Typically, they are individuals who have extensive knowledge in the field of interest and carry a portfolio of grantees of which they advise and advocate for within their greater institutions. So now that we understand the difference between the two, what’s the magic secret to receiving sustainable funding from program officers? It boils down to two things: trust and engagement. There’s no real sorcery involved, but there are a few ‘magic’ truths in fundraising. Some include: those who don’t ask don’t receive (a squeaky wheel gets the oil sort of ideology); and if a program officer wouldn’t trust you with their own money, they’re probably not going to trust you with their foundation’s money either. Fundraising success is usually strengthened by two things: strong data and strong relationships. Relationship building in particular is fundamental. Yes, the collateral you provide to funders matter. The strength of your proposal, and the alignment of your work as it relates to the funder’s vision, matters. Your reputation in the community matters. AND one big indicator of long-term sustainable funding is the relationship you build with your program officer as an extension of the foundation. Relationships matter. And all of this brings us back to understanding how to build trust and drive engagement. Let’s start with engagement. There’s a working theory in fundraising called the ‘rule of 7’. Simple put, expert fundraisers (yours included) believe that you need seven quality touch points between requesting gifts. The majority of these engagement touch points should be thank yours and updates. This practice doesn’t just go for individual donors, it also is helpful for foundation program officers as well. An example of engagement timeline which may work for you could include:
by Sade Dozan 8 min read

The Power of SMARTIE Deliverables

So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through th...
So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en So, how do we build trust? You build trust by ensuring that you’re following through on your commitments and promises to funders. This is partly why the engagement phase is so important, each follow-up, touch point engagement moment underline commitments and builds trust. As you’re moving through the initial cultivation process or renewal phase, funders will often be interested in your current accomplishments and what you intend to do if awarded funding. This is where deliverables come in as central to communicating and building to trust with donors. Simply put, deliverables are goods or services produced as a result of a project that is intended to be delivered. These goals need to be concrete but they almost must be within the organizations field of interest and realistic to their giving patterns. Field of Interest is what it sounds like! —the scopes of work funders are interested in funding, usually defined in categories like Health Care, Technology Innovation, Youth, Families, etc. Sometimes these fields of interest have sub-categories and fancy titles such as Equity in Hospitals or Future of Work(ers). However, an institution’s giving pattern shows how large, frequent, and the scale of the investment funders make within those sections. A funder can distribute funds across multiple fields of interest, but how deeply (such as 85% of their giving going towards Healthy Children & Family v. Research) and how much (1M average grants v. 10K) is the structure of their giving pattern. Keep this in mind as you think about your engagement and trust-building with funder—the field of interest and potential giving request should all be aligned with the scope of work you’re proposing. Best practices teach us that deliverables need to follow a specific format —SMARTIE—to articulate that they are equitable, tangible, and actionable actions. SMARTIE goals often resonate best with program officers as you work to convey your organization’s trustworthiness. When creating outcomes for your work, use the below prompts to determine if the deliverable is a SMARTIE goal? Strategic - Is the deliverable consistent with our priorities? Measurable - Can you quantitatively or qualitatively measure it? Ambitious - Does the deliverable meaningfully progress our work? Realistic - Can the deliverable be achieved with a set amount of resources and time? Time-bound - Is it tied to a specific date/time? Inclusive - Does the deliverable afford power to those who are marginalized? Equitable - Does the deliverable address systemic injustice? Of special note, it is easier to write a grant proposal when you have deliverables to frame it around. Having clear deliverables ahead of moving into the cultivation phase also makes it easier to answer funders’ questions during meetings. Deliverables are a roadmap for not just the funder but also for you. When executive leadership, development teams and program staff are co-developing deliverables it helps improve collaboration and productivity. Key to the success of grant programs and deliverables development is maintaining a solid database. Because you’re reading this, your organization is likely at a stage where it has (or desires to have) multiple on-going grants and cultivation opportunities. Customer relationship management (CRM) tools are also key to keeping track of all the touch points needed to stay the course on the pathway to funding success. CRMs are cloud-based platforms that support data management. Without an effective platform, it can be difficult to remember which deliverables are for which projects -- as well as when they are due. Effectively tracking en
by Sade Dozan 12 min read

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