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Nonprofit grant tracker

Overview

You aim to do good in the world, not get lost in administrative details. If you’ve been juggling nonprofit grant applications and can’t keep your earmarks straight from your option forms, this easy-to-use grant tracking template is for you.

Perhaps you’re searching for new funds. Or want to expand existing programs. Airtable’s nonprofit grant tracker template will help you track the status of applications, manage your contacts and contributions, and get better visibility into upcoming opportunities.

You can use the Airtable nonprofit grant tracker template to:

  • See the status of applications. In this template's Funding status pipeline view, you can see all grant applications on a kanban board, laid out like a glorious wall of Post-it notes. Drag-and-drop to move notes between stacks or reorder them. The board gives you an immediate understanding of your application progress.
  • Stay ahead of deadlines. Which application deadlines are looming, and which are barely on the horizon? The template's views showing Application deadlines and Upcoming deadlines provide a snapshot of what's ahead in a calendar format.
  • Get organized. Using filters, you can sort grant applications into groups. You’ll see all the applications marked as successfully funded with one pre-built view. Other views let you filter grant applications by status or type.

Why our nonprofit grant tracker?

When sending and receiving a high volume of grant applications, it’s time to think beyond the spreadsheet. As your organization grows, a more scalable grant tracker lets you connect apps, automations, and people.

An effective grant tracker should serve as a single source of information for everyone on your team. Short-handed? Organizations can create tailored views for a staff of any size, who can then manage grant applications in one easy-to-handle interface.

Want to notify your staff of status updates each week? Our template comes with pre-built automations for records that meet specific criteria (for example, a grant application’s status changed to “funded”). You can automatically send weekly email notifications to employees with roundups of new status information.

Who is this grant tracker template for?

This template is for anyone connected to the nonprofit funding world, from individuals applying for grants to those in governance and administrative roles at large companies or institutions.

While nonprofit staffers are often passionate about their mission, almost nobody feels passionate about wading through a swamp of grant application details. This template saves a few headaches for folks involved in the funding.

Tips for getting started with our nonprofit grant tracker

Ready to streamline your grant applications? Here are a few quick tips.

  • Customize the template to fit your organization. Everything in this grant tracker is customizable, so you can add, edit, or remove any tables, fields, records, or views.
  • Filter information to help make your case. Want to improve your odds of getting a grant approved? Create a table of your contacts at foundations, along with their areas of focus. You can then link those records to grant applications, so that when a deadline nears, you’ll know who to call or email for details.
  • Get specific with complex fields. In this template, many fields accommodate complex descriptions. For example, the Program focus field is a multiple-select field, meaning you can add multiple descriptors. This lets you fully represent each nonprofit’s scope. For example, instead of just “art” as an option for describing an institution, you might add a long list of options, including youth, education, health, shelter, community engagement, or others.

Ready to streamline your work with the best nonprofit grant tracker around? Download our free template here.

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