See how we work

Our approach to transformational grantmaking.

Whether we're forging a holistic operational plan, supporting your GMS implementation, or helping you stay ever-responsive to your changemakers with an ongoing support subscription, you can trust you're in good hands with hands that know good.

Looking across the four pillars of philanthropy ops—people, processes, data, and tech—we help you reimagine the "how" of great grantmaking, translating your lofty ambitions into blueprints for your future.

Our service offerings

Our service offerings

How we can help

STRATEGIZE

Get strategic about your how. Unlock more why.

Siloed teams? Cumbersome processes? Unreliable data and frankensystems? Team up with Grantbook for a holistic audit of these intersecting challenges, and forge your roadmap to frictionless philanthropy.

Grantmaking Operations: Audits, Assessments & Roadmaps
Review and reimagine your operational toolkit—the people, process, data, and systems required to activate your theory of change.

Solution Selection
Shortlist and compare solutions, review sector best practices, and get to a confident decision in a right-sized, fit-for-purpose Grants Management System.

DESIGN

Translate your talk into your walk.

Committed to new technology or new ways of working but struggling to bring these to life? We bridge the gap between ideas and implementation, helping you translate values and strategy into blueprints for complex operational change.

Grantmaking Design
Are you rethinking how you do your grantmaking? Looking to learn from peers and align your grantmaking principles and practices with your values? We'll help you re-imagine your "how" so it's powerfully connected to your "why", fuels deeper partnerships with your changemakers, and ensures great grantee and staff experience along the way.

Implementation Readiness
Once you’ve chosen a new GMS, we seize the moment to renovate your ways of working. We then position you to confidently translate those ways into system requirements. This means smoother sailing during the implementation and ensures you capture the full potential of your new tech destination.

TRANSFORM

Build with a team that speaks philanthropy.

Whether we’re supporting your implementation or actually doing the build itself, Grantbook provides deep philanthropy-tech expertise and the knowledge of sector best practices required to make any complex digital transformation successful.

Implementations
We translate your blueprints into fit-for-impact Grants Management Systems.

Ask about our deep expertise in Fluxx and Salesforce implementations.

Implementation Management
Implementations take a village. Ask us about the expert horsepower we can add to your project team, even if you don’t select us for the actual build.

Roles to augment your build team: testers, trainers, business analysts, project managers, change readiness experts, data and integrations specialists.

OPTIMIZE

Stay resilient and responsive.

Inspired to get the most out of your new system? Teaming up with Grantbook for an annual support subscription to ensure ongoing high adoption and integration of philanthropy best practices. We'll prevent you from slipping back into the shadow systems and inefficiencies that keep you from your gamechanging world changing.

Ongoing Support Subscription
Anchoring on your Grant Management System, your dedicated team of technical and philanthropy experts ensures you get the most out of your tech investments—long after launch day.

Our Subscription Partners have ongoing access to the Grantbook brain trust—business analysts, data and integration specialists, and philanthropy best practices consultants. All so you can make proactive and thoughtful progress on your philanthropy-ops goals.