How to Track Foundation Grants & Major Gifts Without Spreadsheets

Managing grant deadlines and major donor cultivation across disconnected spreadsheets creates missed deadlines and lost funding.

The 5-Stage Grant Kanban Pipeline

→1. Research & LOI (Letters of Inquiry identified)
→2. Proposal in Progress (Application drafting & budgeting)
→3. Submitted & Pending Review (Awaiting foundation board decision)
→4. Awarded & Compliance (Pledged funds and tax receipts issued)
→5. Milestone Reporting (Semi-annual stewardship reports scheduled)

Automate Daily Staff Task Prompts

Assign specific team follow-ups automatically whenever a grant moves into a new stage. Never miss a foundation submission deadline again.

Structured visual pipeline tracking helps non-profit development teams close up to 35% more grant proposals annually.

Explore Related Nonprofit Solutions

Learn how modern CRM automation solves the challenges discussed in this article:

Automated Donor Retention 501(c)(3) Tax Receipts Donor Management Database Volunteer Scheduling

Try it yourself

The nonprofit CRM that closes the gaps in this article.

Get 30 days free plus full access to donor retention automation templates. No tech skills needed.