These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Donor Management System
- Who it's for
- Grantmaking teams
Grantmaking teams
A grantmaking team can keep program context, request amounts and award decisions together. The case record gives each decision a subject, owner, due date and amount. Fund events show the later movement of money, and linked attachments explain the basis for review.
How Donor Management System is set up for you
Request intake
A reviewer compares a submitted request with the program eligibility note and attached evidence. The award amount and date stay on the case; later disbursement events stay in its history.
Decision record
A reviewer writes an approval, rejection or return with a reason. The team keeps that decision beside the case revision it considered.
Financial trail
Finance records pledges, receipts, allocations, disbursements or refunds as dated events when they occur. A provider receipt reference can be kept with the event.
Exception follow-up
Operations checks failed or review-needed results from the overview and opens the linked case before acting again.
A grantmaking team can keep program context, request amounts and award decisions together. The case record gives each decision a subject, owner, due date and amount. Fund events show the later movement of money, and linked attachments explain the basis for review.
Load the organization and program list first. Then take one request from draft to review, award and fund event recording with separate people checking each handoff. Use a real case in the rehearsal. Check that the owner can find its program, the reviewer can locate the evidence, and finance can match an event amount to the outside reference. Ask the operations lead to trace the same case from its result record.
Once that path works, bring in the remaining active programs and open cases. Agree who maintains program codes and who is allowed to change a case after review. Keep the original decisions and attachments when a correction is needed, so a later colleague can reconstruct the choice.
Features to start with
Roles on the team
- Admin
- Maintains organizations, programs, team access and operating settings.
- Funding Case Owner
- Opens and maintains assigned funding cases and their supporting records.
- Funding Reviewer
- Decides on submitted cases and records the reason for each decision.
- Finance Officer
- Records fund events and prepares donation receipts for review.
Set up Donor Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.