benefactor for grant making organisations
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Benefactor is designed for grant makers, by a dedicated
team with years of experience working with
grant making organisations.
� It’s easy to configure to match to your process and terminology
� Applications can be added manually or downloaded from a form on your website
� You can set targets and monitor your outcomes
� Payments can be scheduled
� You can track payments as budgeted, scheduled or paid
� Grant history of an organisation or individual is available at the touch of a button
� Letters and emails can be printed individually or in a batch
� There is a comprehensive set of standard reports or you can create your own
� Applications and grants can be coded as required, for easy reporting
� Access permissions can be set for each user
� There is a 9.00 – 5.30 helpline for immediate help and support
� Full training is available
� Field Labels
� Dropdown Entries
� Statuses
� Budget Amounts
� Letters and Email Templates
� Reports
Easy to configure
It is easy to configure to your process
and you can amend the following ….
Configure the stages to match your
process and terminology
Completed
Monitoring Completed
Grant Being Paid
Grant Offer Accepted
Grant Offer Sent
Decision Meeting
In Assessment
Application Received
Benefactor comes with a comprehensive set of
standard reports
Report by….
� Pending requests
� Reviews
� Decisions
� Grants awarded
� Budgeted payments
� Scheduled payments
� Paid Payments
� Budget Analysis
Or you can create your own report...
£150,000
£81,000
£95,000 £105,000£89,000
£0
£20,000
£40,000
£60,000
£80,000
£100,000
£120,000
£140,000
£160,000
Arts Education Environment Social Welfare VoluntarySectory
Infrastructure
Helpline and Support
Annual support includes:
� Fully staffed helpdesk 9 am - 5.30 pm, Monday to Friday
� Automatic access to all new versions and other upgrades
� Annual user group meeting….
for input into Benefactor development
opportunity to meet with other users
Implementation and Training
The initial training course is two days, after which you will be ready to
go live with a fully configured system.
We recommend a third day is taken about two months later for a
review and user reports training, to ensure you are getting the most
from Benefactor.
Applications can be entered manually or
downloaded from a form on your website.
We appreciate that some organisations do not require
online applications, so this is offered as an optional extra
Online Application Features
� Applicants can view, edit, or delete their online applications form
� You can add a data protection statement
� Questions can be tailored to the type of applicant
� Tables can be included on your online form
� Applicants can upload documents or photographs as part of their application
� A declaration or survey questions can be included at the end of your form
� Referees can be saved as contacts for the Applicant or Request
� Email acknowledgements can be sent to your applicants
Applicant visits your
website
Completes online form
On submission applicant is
sent an acknowledgement
email with completed
form attached
Applications are
downloaded into
database
Online Applications Process
database
Referees, or other people associated with the applicant,
can be saved as contacts for the Applicant or Request
� It is used by 100 grant-making organisations throughout the UK and Eire
� It is developed, owned and supported by the Gallery Partnership Ltd
� Our annual support packages includes a helpdesk and all upgrades are included
� We have regular user group meetings to keep up to date with our clients needs
� Online applications forms are available as an additional module
About Benefactor