Discover Engage’s Features: Corporate Giving & Grantmaking
Discover an all-in-one solution built to streamline corporate giving programs and maximize philanthropic impact.
Reduce the administrative burden of managing corporate giving programs by simplifying your processes with automation. Empower your teams to focus more on amplifying your giving impact in communities, and less on managing the process.
A tailored solution to meet your every requirement
From foundation grants to disaster relief, Engage can be completely configured to how your process works. Remove bottlenecks by automating your unique processes and reduce your team’s administrative burden.
- Quickly build robust, dynamic, and branded application forms.
- Effortlessly share and assign applications as they are submitted.
- Control all your grantmaking and giving data in one central place.
- Invite collaborators and manage as many user roles as needed.
- Create fully configured disaster relief grants in minutes.
- Automate repeated processes to save time – from emails to tracking payments.
- See the numbers and metrics that matter – from any angle, at any detail.
- Visualize real-time data in interactive dashboards.
- Unlock your true impact and share your story with quick, seamless reporting
Streamline your grant application process – from eligibility to submission
Provide your applicants with a tailored and more intuitive submission process that minimizes administrative headaches for everyone.
- Simplify how applicants submit their information, all from one place
- Make applying faster by pulling up-to-date details from the IRS and other data providers like GuideStar by Candid and Charity Navigator
- Add more robust eligibility screening with watchlist scanning services by LexisNexis or CSI Web
- Offer access to personalized portals for every applicant to centralize all their submissions
- Customize notifications to ensure applicants never miss deadlines or new opportunities
Simplify the review process and approve funding faster
Reduce unnecessary extra steps by automating the review process and empower your reviewers with easy access to all the tools and information they need.
- Easily schedule review and board meetings with built-in meeting manager tools
- Share and approve submissions through personalized portals for reviewers to access anywhere, anytime
- Search submission details and history in a couple of clicks
- Quickly add scores or comments to assigned reviews
- Preview the entire submission and any multimedia files from any browser
- Sign off on decisions fast with digital signature options from DocuSign, Adobe Sign, and SignEasy
Capture meaningful insights from analytics and reporting
Aggregate data across programs to capture the full impact of your contributions by giving area, type, region, department, and more.
- Build custom reports that can pull any data point within Engage
- Visualize all your giving data on dashboards, interactive charts, and maps
- Push your giving and grantee data easily into business intelligence tools like Tableau and PowerBI for even further analysis