Features
Grants & Compliance
Win grants, deliver them, report back — on time and on budget.
Grant management spans months or years and involves prospecting, application, award, budget management, restricted-fund tracking, narrative and financial reporting, and compliance with donor conditions. Nonprofit360 gives grants managers a pipeline that covers the whole lifecycle — from an opportunity in your prospecting list to a closed-out grant with all reports submitted — keeping deadlines, budgets, and restricted funds visible at every stage.
- Grant opportunity pipeline
- Award and budget setup
- Restricted-fund tracking
- Reporting deadlines calendar
- Budget vs actual monitoring
- Compliance checklist
- 1Track opportunities through the pipeline
- 2Set up an award with a structured budget
- 3Keep restricted funds ring-fenced
- 4Never miss a reporting deadline
- 5Monitor budget versus actual in real time
- 6Work a compliance checklist
- 7Close out cleanly
Track opportunities through the pipeline
Every prospect — an open call, a cultivated relationship, or a resubmission — lives in the pipeline with a stage, probability, anticipated value, and the staff member responsible. Moving from prospect to application to award is a single status change that takes the record with it.
Set up an award with a structured budget
When a grant is awarded, record the donor, award amount, period, and conditions. Build a line-item budget — staff, travel, programme costs, overhead — and designate the award to a restricted fund in your chart of accounts. Expenditure is tracked against each budget line throughout implementation.
Keep restricted funds ring-fenced
Donor-restricted money is tracked in a dedicated fund from the moment of receipt. Expenditure coded to that grant draws down the fund and cannot be counted elsewhere. The grant record always shows how much has been spent, how much remains, and whether any transfers between budget lines would need donor approval.
Never miss a reporting deadline
Narrative, financial, and audit reports due to the donor are entered as milestones on the grant record. The grants manager’s calendar and dashboard surface upcoming deadlines so teams can start preparing with enough lead time, rather than scrambling at the end of a quarter.
Monitor budget versus actual in real time
As programme expenditure is posted through the financial module, it is attributed to the relevant grant budget line. Grants managers see a live budget vs actual comparison — no waiting for month-end to discover that a budget line is running hot.
Work a compliance checklist
Grants often carry conditions beyond reporting: safeguarding policies, audit requirements, prior approvals for budget variances, and procurement rules. A configurable compliance checklist on each award lets the grants manager tick off conditions as they are met and flag anything outstanding.
Close out cleanly
When a grant ends, the close-out process confirms all reports submitted, all funds accounted for, any unspent amounts returned or reprogrammed with donor approval, and the award marked as closed. The historical record — award, budgets, reports, and fund movements — stays available for future audits and reference.