International Sustainable Energy Foundation
Promoting an environmentally sustainable and climate-friendly world
Streamlining grantmaking processes
International Sustainable Energy Foundation (ISEF) came to Fíonta seeking an all-in-one platform to bridge the gap between fundraising and grantmaking. As a re-granting organization, ISEF needed a platform that could simply track grant applications, awards, and disbursements alongside the funds it raised to support those grants.
Challenges
- No way to easily track currency exchange rates
- Outdated and manual grant processes
- No online application system
Solutions
- Implement Conga Composer and Conga Sign
- Create dashboards
- Build grantee portal
Results
- Increased efficiency through new automations
- Improved visibility into grantmaking activities, applicants, and data
- Improved communication with partners
Project highlights
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Automatic award letters
In order to generate accurate award letters and information about grants, budgets, and disbursement, Conga Composer and Conga Sign were implemented.
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Dashboards
Fíonta built filterable dashboards so that ISEF staff can, at a glance, get an extensive picture summary of all of their fundraising and grantmaking activities.
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Grantee portal
The new grantmaking portal enabled ISEF to offer online application submission, share grant status, submit quarterly reports, and send due diligence documents and requirements. Additionally, we set up automatic email deadline reminders and progress updates to grantees to streamline the notification process and reduce manual outreach.
Project Summary
Fíonta collaborated with the ISEF team to develop a series of customized versions of the Salesforce Grants Management tool, a grantee portal, and Award Letter document merge functionality, in addition to standard Salesforce Nonprofit Success Pack (NPSP) fundraising capabilities.
Outcomes
Since the implementation of the new system, the team has been able to establish and maintain communication with partners at an earlier stage in the grant application process, while also tracking all correspondence. This capability has enabled ISEF to gain a deeper understanding of the grantors and grantees and to provide comprehensive support throughout the application process. The system has proven to be incredibly user-friendly, making it accessible to everyone involved.