We've been round-peg-in-square-holing grantmaking with SF+NPSP for several years (currently trying to figure out exactly why the original consultant setup NPSP and if we're even really using it or if it was just a knee-jerk reaction to the word "nonprofit"). I see the note about using Opportunities for Incoming Funds. We renamed Opps to Applications (Accounts we renamed to Organizations) and track status from submitted to either declined -ends as an Application- or awarded -a 1-to-1 relationship with a custom object, "Project", record. Multiple Applications are parented by a custom object, "Cohort", with each Cohort record being a grant program.
Outbound Funds is moving fast and furious, but if anyone involved in development is interested, I'd be happy to share/show more of what we do and how, and also see if we're too far along to consider it ourselves at this point.
Hi @Matthew Kozak have you taken a look in the Solution Exchange here in the Hub for use cases?
I just filtered by "nonprofit", and "grant making" and found these results:
1) Amazon Watch uses Salesforce for Fundraising and Donor Engagement:
https://powerofus.force.com/apex/CST_Detail?Id=a1u800000013A4wAAE&hist=a4B80000004jCc2EAE&pinId=&pin=false&pinGroup=2) Mama Cash Optimizes Grantmaking Program with Salesforce:
https://powerofus.force.com/apex/CST_Detail?Id=a1u800000004yw3AAA&hist=a4B80000004jCc2EAE&pinId=&pin=false&pinGroup=3) The James Irvine Foundation Streamlines Grantmaking With FoundationConnect:
https://powerofus.force.com/apex/CST_Detail?Id=a1u800000004ywNAAQ&hist=a4B80000004jCc2EAE&pinId=&pin=false&pinGroup=Hope that helps!
Any other ideas?
@Anne Crawford @Kathryn Powell @Jessie Rymph#NPSP #Grant Making