Grant Operations & Workflows2 min read
How to build a grant approval workflow
Define stages, owners, decision rules, and exception handling for grant reviews and board approvals.
Published Guides & Architectural Analyses
12 guides
Grant Operations & Workflows10 min read
Automated Grant Disbursement Management: Bank-Grade Payments & Compliance for Foundations
Eliminate paper checks and wire fraud risk. How modern foundations automate ACH disbursements, milestone-triggered tranches, and IRS 5% minimum payout compliance.
Grant Operations & Workflows14 min read
The Grant Lifecycle Explained
A field guide to the grant lifecycle from program design and application review through award administration, reporting, and closeout.
Grant Operations & Workflows2 min read
Post-award grant management: what to track after approval
Set up an award record that connects conditions, reports, payment readiness, grantee communication, and closeout.
Grant Operations & Workflows13 min read
Grant Compliance Management: Build a Reliable System
A control-based guide to grant compliance management, covering obligations, evidence, monitoring, exceptions, and corrective action.
Grant Operations & Workflows12 min read
Grant Budget Management: Connect Awards, Spending, and Reporting
A grant budget management guide for approved budgets, payment schedules, restrictions, amendments, reconciliation, and forecasting.
Grant Operations & Workflows1 min read
Board Grant Approval Software: Review and Decisions Without Email Chains
Board grant approval software should give board members a focused workspace for reviewing relevant materials, commenting, voting or recording decisions without exposing the complexity of the full administrative system.
Grant Operations & Workflows1 min read
Grant Lifecycle Management Software: From Application to Closeout
Grant lifecycle software should connect intake, eligibility, review, decisions, agreements, payments, reporting and closeout so staff can see the history and current status of every grant in one place.
Grant Operations & Workflows1 min read
How to Turn a PDF Grant Application Into an Online Form
A foundation can convert an existing PDF application into a structured online form by extracting its questions, field types, instructions and requirements, then reviewing the generated form before publishing it to applicants.
Grant Operations & Workflows2 min read
5 Signs Your Foundation Has Outgrown Spreadsheets
Spreadsheets can work for grantmaking until coordinating spreadsheets becomes a workflow of its own. Learn the signs that a connected grant management system is needed.
Grant Operations & Workflows2 min read
Foundation Management vs. Grant Management: What's the Difference?
Foundation management and grant management overlap, but they are not identical. Learn how grant administration fits into the broader operational work of running a foundation.
Grant Operations & Workflows1 min read
Board packets that look like decisions, not database dumps.
Turn applications, recommendations, amounts, focus areas, and summaries into polished board-ready materials for grant recommendation meetings.
Want to see FoundationOS in action?
Bring questions about applications, reviews, awards, and reporting to a FoundationOS product demo.
Scheduling opens on Calendly in a new tab.