Grant applications and the funding you receive from trusts, foundations and other organisations can be tracked directly in your CRM, and linked to your fundraising campaigns.

Head to your Fundraising dashboard, and click on ‘Trusts and Foundations’ to view your grant application pipeline.

Your applications are grouped by status – you can change these to suit your organisation, in your Trust and Foundations settings.

You can also specify here which statuses are considered as ‘successful’ or ‘unsuccessful’ bids. If an application is successful, we’ll include that funding in your campaign totals for any linked campaigns.

Click the ‘plus’ icon to add a new application to the pipeline. This form contains some standard, default fields, but you can add more by following our guides on Custom Fields and Forms.
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For each grant application, you can specify the funding allocation. This allows you to split the funding between multiple campaigns, or multiple dates, for example if you’re receiving funding over multiple years.

Save your application, to add it to the pipeline.
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Your pipeline can be filtered, for example you might want to view only applications to a certain funder, or applications with a certain deadline date.