Grantmaking on Salesforce, built around how your foundation works
Leverage automation and process grants faster with Fíonta and Salesforce
Every grant strengthens a relationship. Fíonta builds grants management that supports your foundation across the full lifecycle, from intake and review to approvals, payments, reporting, and impact.
An integrated system reduces the time staff spend rekeying data and routing applications, and gives your team a clear view of even the most complex funding arrangements. Automated tracking and reporting keep funding decisions aligned with strategic priorities, and human discretion and accountability remain with your people. We follow grantmaking best practices, then build around what makes your organization different. Want to learn more?
Focus Areas
Give grantees a single portal to submit applications, upload reports, view payment schedules, and share documents. Automated reminders go out ahead of every deadline, keeping reports on schedule and freeing your team to focus on grantee relationships.
Your organization defines every application. Fíonta configures program-specific forms, filters out ineligible applicants at the first step, and connects each submission directly to your existing Salesforce records, eliminating manual data entry for your staff.
Represent how your portfolios are organized, by program area, geography, or relationship. New applications arrive with a recommended program officer, and your intake team confirms or reassigns.
Mirror your real sign-off path, from staff recommendation to executive and trustee
approval, including revisions that loop back. Financials, grant history, and tax-exempt status sit right alongside each request, and approved grant data flows directly into your long-form agreements and contracts.
Re-granting and fiscal sponsorship mean one grant can involve several organizations. We track the 501(c)(3) of record and the groups doing the work on the ground, with the documentation your legal obligations require.
Define the outcomes that matter for each program, collect them from grantees in a
consistent format, and report on them to your board without rebuilding spreadsheets every cycle.
Related Projects
Otto Bremer Trust
Melanoma Research Alliance
World Impact
What our clients are saying
Fíonta doesn't just implement Salesforce — they understand how foundations work. That depth of knowledge made all the difference on a project as complex as ours.
Working with Fíonta was a true pleasure. Our partners were communicative and kind and patient. It was an enjoyable process.
TMCF has seen explosive growth over the past two years. It has been critical to manage our data effectively. Fíonta has helped us streamline our process to better manage our relationships, track opportunities, and share information with donors and internal staff.
The Center on Budget and Policy Priorities’ upgraded site now offers improved functionality and accessibility on a robust, secure hosting platform, and will be easily upgraded to Drupal 9 when the time comes.
Working with Fionta has been a great experience. They took the time to properly scope out the project we worked on. With this, they are able to allocate the proper resources that enabled us to move forward with the project within our budget. The team we worked with was very flexible and was willing to work with us in setting deadlines.
