Benefactor Tour

Welcome

Benefactor is designed for grant makers, by a dedicated team with years of experience working with grant making organisations.

Benefactor log on screen

Benefactor features

 

  • Applications can be added manually or downloaded from a form on your website
  • Payments can be scheduled and can be tracked as budgeted, scheduled or paid
  • Letters and emails can be mail-merged and printed individually or in a batch
  • All contact history  with your applicants can be recorded
  • There is a comprehensive set of built in reports or you can create your own
  • You can set targets and monitor your outcomes
  • Access permissions can be set for each user
  • Online Applications is available as a separate module
  • Our annual support package includes a helpdesk and all upgrades are included

 

Benefactor is a powerful tool for grant making organisations

Benefactor Main Menu

All the information you need can be captured on the grant request application form

Grant Request Application Form

Payments can be scheduled and tracked as budgeted, scheduled or paid

Payments screen

You can set targets and report on your outcomes, recording success or failure

There is an intuitive “to do list” which will sort actions, payments and reviews due within different timeframes

To do List

There is an at a glance summary screen showing an overview of grants in progress. This is represented visually with a bar chart.

Summary Screen

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...

Chart

It is easy to configure

It is easy to configure to your process and you can amend the following ….

  • Field Labels
  • Dropdown Entries
  • Statuses
  • Types of Grants
  • Budget Amounts
  • Letters and Email Templates
  • Reports

Applications can be entered manually or downloaded from a form on your website

Laptop computer

We appreciate that some organisations do not require online applications, so this is offered as an optional extra

Helpline and Support

SignpostsAnnual 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.

Clients

Is used by 100 grant-making organisations throughout the UK and Eire

Thank you for watching

Do contact us if you require any further information or would like to book an online demonstration

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