End-to-end grant lifecycle management — donor recommendations, competitive programs, scholarships, and discretionary grantmaking — all with institutional-grade controls, full audit trail, and a complete disbursement rail.
GiftingNetwork manages the complete grant workflow — from the moment a donor submits a recommendation or a grant seeker submits an application through due diligence, approval, and final disbursement. Every action is logged, every status is visible.
Whether you administer a simple donor-advised fund program or a complex competitive scholarship with a multi-stage review, GiftingNetwork handles the full operational layer.
GiftingNetwork's due diligence workflow ensures every grant meets IRS requirements before a dollar is disbursed — protecting the sponsor's tax-exempt status and creating a defensible audit trail for every transaction.
Every grantee is verified as a qualifying public charity under IRC Section 170(b)(1)(A). IRS 501(c)(3) status is confirmed before approval. Ad hoc grantees entered by donors are looked up in the database — or a basic org and contact record is created — before the recommendation can proceed to approval.
Real-time balance checks prevent advisors or staff from approving grants that would drive a fund below its minimum balance threshold. Pop-up warnings fire at both the recommendation stage and the approval stage — two independent checkpoints before disbursement.
All donor-advised grant recommendations require staff approval before disbursement. Sponsors retain discretion over every grant — the platform enforces this by design. Declined recommendations trigger a notification workflow to the primary advisor with staff guidance.
For competitive grants, conditions can be attached to the approval. A PDF grant agreement is optionally published for grantee signature. Payment installments are withheld until conditions are satisfied — staff controls the release of each payment in the schedule.
Every recommendation, review, approval, decline, and disbursement is logged with timestamp and user identity. The complete grant history is visible in the donor's fund portal, in the staff administration view, and in reporting exports — creating a permanent, searchable record for IRS compliance and board review.
GiftingNetwork's disbursement rail supports every payment scenario — from same-day EFT to MICR check printing with branded cover documents, air freight to sponsors for co-signature, and joint scholarship payments to institutions and students.
Sponsors, donors, advisors, and grant seekers each have role-specific access to the information that matters to them — and none of the information that doesn't.
Talk to the GiftingNetwork team about your foundation's grant volume,
program types, and disbursement requirements.