The Grantee and Grant Management module maintains all information a grant maker needs to manage the entire evaluation and awards process. We have highlighted some of the features and benefits of this module below. For a more complete description of what the Donor and Gift Management module has to offer, please download our product sheet.

• Grantee page: An extension of the Profile record for grantee agencies, keeps agency codification, tracks required documents for grant application, lists contacts, and identifies fiscal sponsor. Centralizes detailed information on the Grantee, and identifies the Profile as a potential recipient agency.
  
  
• Paperless Review of Competitive Applications: Track the review process, including agency contacts, prerequisites, staff analysis, distribution and/or board decisions. After the board meeting, a quick approval/denial utility speeds processing.
  
  
• Extensive Coding System: Rigorous coding means accurate and meaningful analysis of grant activity for staff, board, and constituents. For example, you can code grant applications by primary and secondary philanthropic interest area, grant purpose, grant strategy, grant effect, primary geographic region, county, primary population, advanced population (five areas), and risk.
  
  
• Exportable, Unlimited, Searchable Notes: Allows foundations to record specific aspects about a particular application, such as its purpose.
  
  
• Payment Plan Page: Details the grant payment plan, whether a single payment from one fund or a more complex multipayment, multiyear, and/or multifund payment plan. Once payment plan is approved, information is sent automatically to Accounts Payable, where the payable and payments are created. Streamlines the grant payment process, ensures that only those approved applicants receive grants that have met specific conditions set by the foundation. The grantee and grant records are updated after checks are generated from Accounts Payable so that grant staff can monitor the amount left to be paid on any grant from within the grants module.
  
  
• Grant Follow-up Record: Works in conjunction with the approved grant application and allows foundations to track grant conditions, the expected grant outcome and the final grant outcome. An "overdue" tickler report details Grant follow-up records with a condition that is past due. Accounts Payable warns the foundation when a payment is ready to be made on a grant with a past-due condition.
  
  
• Integration with General Ledger and Accounts Payable: Integration means no redundant data entry or cumbersome data exports, and easy access to all related information. Grant posting automatically creates a voucher in Accounts Payable, which (on the accrual basis) records the grant liability in General Ledger. When the grant is paid, grant history receives the payment information for easy access by program staff. The payment also eliminates the liability in General Ledger and reduces cash.
  
  
• Public Space Management: Track the public use of space in your foundation’s building, allowing the foundation to more effectively schedule its meeting space. FIMS assign every room a hourly value and dynamically computes the grant value of a room.

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