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Consultants to daring grantmakers.About GrantbookCOVID-19PeopleApproachCulture & CareersAboutSERVICESOverviewSoftware SelectionImplementationOngoing Service & SupportClientsBLOGSchedule a ChatContactHomeHomeServices ▾Services OverviewSoftware SelectionImplementationOngoing Service & SupportClientsAbout ▾About GrantbookCOVID-19PeopleApproachCulture & CareersBlogCONTACtSchedule a ChatWhat We DoWe help you choose, implement, and learn to use grants management systems so that you can do more good, better.Charting a path to your digital future? We'll get you there.Strategic tech advisory and implementation for grantmaking organizations.Our ServicesOver the course of more than two-hundred software selection and implementation projects, Grantbook has helped hundreds of grantmakers reach the full potential of their people, process, and technology. Our clients consider us allies in their digital evolution, and while we take that responsibility seriously, we love to have fun along the way. Explore some of our signature service offerings:System SelectionAs experts in grants management systems, we help you navigate tech tools grantmakers worldwide are embracing to increase efficiency, effectiveness, empathy, and impact.select →ImplementationEnsure your chosen systems best activate your mission, capture your grantmaking practices, and unlock the highest potential for your people and processes.Implement →Ongoing Service & SupportUnlock your technology’s full potential by better integrating your systems, upskilling your team, or accessing on-demand support to quickly crunch through tickets and bugs.Optimize →Strategic Partners to Daring GrantmakersHelping foundations operationalize mission and visionby leveraging technology.30+grants management systems audited or implemented by our team125+SaaS software tools in our knowledge base80+foundation clients across North America, Oceania, and Europe50+years of combined experience in philanthropyGrantbook brings the best mix I have seen around knowledge and care of our sector, knowledge of the various vendors/platforms (not just a specific one), project management, change management, and development resources. They can adjust and augment your organization to varying degrees across all those areas to get the results right. Usually you can only get two or 3 out of that list. Not with Grantbook.Jonathan MergyDirector of ITTidesWe have been working with Grantbook for the last 2 years. Their depth of knowledge, insight from working with many clients over several platforms, and flexibility in helping us meet our objectives has been invaluable. Grantbook isn’t only about solving the problems you’ve already defined. They are particularly helpful in addressing the “I don’t know what I don’t know” situations. I highly recommend them.Jonathan GoldbergDirector of Learning & Grant OperationsSurdna FoundationGrantbook played a major role in helping us identify and implement the best solution for our Financial Management System. Jennifer and Rob added a great deal of value to our project—through the whole process from initiating the RFI, evaluating the RFI, shortlisting the possible vendors, to evaluating and giving us professional feedback on the implementers we worked with. Working with them gave me the comfort of knowing that we were on the right path, and that we weren’t missing any critical steps or points of view. This ended up being a very successful implementation.Albana DeliuBusiness AnalystOntario Trillium FoundationIt has been such a delight to work with the Grantbook team! They are so knowledgeable and are always attuned to the latest trends and developments in the field and super excited about relaying the information back to us. I love working with the Grantbook team and look forward to our continued work with them!Janet DislaSr. Grants ManagerNathan Cummings FoundationWe can't thank Grantbook enough for their guidance, support and technical expertise over the years! As our business evolves and requirements shift, Grantbook always manages to find an elegant solution to our challenges, saving us countless time and effort. [...] After several years working together, it's clear we couldn't afford not to use Grantbook.Zina NelkuSr. Data AnalystGrand Challenges CanadaChoosing technology was a daunting task for us - after all, the tool we chose would house all of our information. Grantbook did all the heavy lifting, and provided a clear, well thought-out process that made our solution selection process a breeze. Unlike many tech experts, they were very friendly and approachable - I felt that I could trust them to put our needs first.Wendy RinellaCEOOakville Community Foundation It was an amazingly seamless experience given the size of the project; this was largely due to the professionalism, expertise and good humour of the Grantbook team. The fact Grantbook are on the other side of the world from the Southern Trust caused no issues at all and in fact worked in our favour as any issues were worked on overnight and often we had a response and/or a solution the following day. I have no hesitation in recommending Grantbook to any organisation to implement, improve and enhance its grantmaking.Karen SheaChief Executive / TrusteeThe Southern Trust Grantbook was a phenomenal partner for our vendor selection project. I loved working with the genuinely kind, super smart, authentic humans that staffed our project and I was impressed by their holistic, thoughtful process to vendor selection. They didn’t just dive in and start talking about features…they encouraged us to take a step back and envision what we wanted our system to help us become as an organization. We really enjoyed every step of our journey with them.Ashley ClarkKnowledge & Grants ManagerThe Libra FoundationWhen our foundation decided to search for a new grants management solution, we were at a loss on how to go about this daunting task. Luckily, a foundation colleague of ours highly recommended Grantbook. Jennifer and Maggie were an absolute pleasure to work with! Their expertise, guidance and support were invaluable to our staff and they brought a dose of energy and fun to the project as well. They did all the heavy lifting, brought forward two viable vendors, and ultimately, helped us identify the perfect solution for our needs. We couldn’t have done it without them!Becky BenakDirector of Grants & OperationsReach Health FoundationTrusted by.w-slider-dot { background: #e4faf5;}.w-slider-dot.w-active { background: #9cdbcc;}Our ApproachSector-specific.We are devoted to the philanthropic sector. Like you, we are passionate about advancing the philanthropic sector. That’s why we work exclusively with grantmaking organizations, from small family foundations, to corporate philanthropy, community foundations and impact investors, right up to large international research foundations with hundreds of staff.Vendor-agnostic.Your needs come before brand names. We’re here to promote your interests first. This means cultivating deep knowledge and relationships across a broad array of tools and vendors, intentionally avoiding bias for any single solution, tool or feature. We’re here to help you select right-sized tools that best activate your strategic goals, not play favourites!Human-centred.We apply design thinking for better problem-solving. We put humans at the heart of everything we do. From our very first meeting to the last hurrah, we make sure all your stakeholders' voices are heard. We prioritize how the people within your organization work together and we look holistically at the interaction of people, processes and technology when designing solutions.Future-focussed.We're always learning and excited to share what we learn. From participatory grantmaking to the future of work, our team has lots of ideas (and tested solutions) on how philanthropy can be reinvented to meet the needs of the 21st century. Every day, and especially in our innovation practice, we ask ourselves: “What does the world need from philanthropy?” and “What does philanthropy need from Grantbook?”Our Approach ⟶Featured Partner ResourcesConsumers Guide to Grants Management SystemsGrantbook is a proud sponsor of the 2020 Guide. The marketplace for grants management systems has undergone a lot of changes. This edition reviews fewer systems (acquisitions!) but many of them have increased functionality and have improved overall to respond to the many stakeholders, both inside and outside of a grantmaking institution, who interact with these online systems. Strategic IT Roadmap for Community Foundations Grantbook recently partnered with TAG to write The Strategic IT Roadmap for Community Foundations—we interviewed industry leaders across North America to better understand the technology architecture, processes, and team structures that enable community foundations to realize the strategic potential of IT. Read the whole Strategic Role of IT in Philanthropy series for more insights. Explore our latest thinking from the intersection of philanthropy and tech...HeadingHeading MinAdvocating for Your First, or Next, Grants Management SystemTo help Grants Administrators and Grants Managers advocate for new technology, we teamed up with our friends at Fluxx to build a simple guide. HeadingHeading MinSalesforce Winter ‘22 Release: 6 Exciting Updates for Grantmakers and NonprofitsWe rounded up our 6 favourite features for grantmakers and nonprofits from the Salesforce Winter '22 Release.HeadingHeading MinEpisode 5: Operationalizing Trust Based Philanthropy with Ashley ClarkWe sat down with Ashley Clark, Knowledge and Grants Manager at The Libra Foundation, to talk about how technology enables values driven work.HeadingHeading MinEpisode 4: Platform Vs. Product with Jonathan MergyIn this episode, we were joined by Jonathan Mergy, who at the time of this recording was the Director of IT for TIDES, to talk about the systems needed in complex organizations. more Good ⟶Let's talk!Success!Your message has been launched!Someone will get back to you within two business days.Uh-oh.Something went wrong while submitting the form. Please take another look at your entry before submitting again.AboutAbout GrantbookPeopleApproachClientsSERVICESOverviewSoftware SelectionImplementationOngoing Service & Support‍ResourcesBlogCulture & CareersContactCOVID-19Privacy PolicyTerms and ConditionsSubscribeThank you for subscribing.Oops! Something went wrong while submitting the form. Please try again or contact [email protected].©2021 Grantbook, Inc.#2001 - 365 Bloor St. EastToronto, ON M4W 3L4