Introducing Personalized Dashboards, In-App Email, and Multi-Currency

Enhancements include personalized dashboards offering customizable views of grantmaking data for grant managers, program officers, and senior executives

CAMBRIDGE, MA, January 27, 2022 - GivingData, a leading provider of grants management software for family and independent foundations, announced today the roll-out of several new features to help grantmakers better plan and manage their funding cycles, issue grants, and collaborate with their nonprofit partners. 

GivingData’s latest improvements introduce more advanced features to help grantmakers get more done in a single platform, including dashboard personalization for grantee payments and approvals, budget management, and scenario planning. The company also introduced in-app email for grantee communications, as well as multi-currency integration for foundations issuing payments in multiple currencies. 

“A grants management system is no longer just a transactional tool for grants administrators. It needs to address the needs of the entire team across the grant lifecycle, from budgeting and payment processing to scenario planning and grantee relationship management,” said GivingData CEO and Founder Alf Gracombe. “The latest updates to our platform support curated views of data, simplify collaboration with nonprofit partners, and enable funders to efficiently distribute funds virtually anywhere in the world.” 

The update includes enhancements to four core features:

• Dashboard personalization – Grants managers, program staff, senior executives, and board members can now create personalized views of grants data based on unique criteria. The feature supports multiple payments and approvals dashboards, which can be kept private or shared with others across the foundation. 
• Scenario planning and budget management – Foundation executives and program officers can use these modules to track grantmaking opportunities and plan future grants.
• In-app email – Enables foundations to use their preferred email platform and extend GivingData’s native CRM capabilities in order to exchange email and attachments with grantseekers and grantees, all within a single platform. 
• Multi-currency – Allows foundations to make and pay grants in multiple currencies and automatically convert all amounts to a primary currency using official exchange rates. 

Company profile

GivingData is a software company with a vision to transform how grantmakers manage data, knowledge, and relationships. Its customers include family and independent foundations that provide funding to nonprofit organizations and NGOs across the social impact sector at the regional, national, and global levels.