Every time your foundation issues a grant, reimburses a board member, or pays taxes and fees, it creates documentation requirements and potential compliance exposure. Each transaction must be properly recorded, reviewed for compliance, and processed accurately.
If you’re currently managing this through spreadsheets and stacks of receipts, there’s a more efficient way:

Foundation Copilot’s award-winning web-based platform, is purpose-built for the unique needs of private foundations. It simplifies transaction management and activity tracking, while automatically applying comprehensive compliance checks to every action. Our proactive monitoring identifies transactions that may pose risks such as self-dealing, jeopardizing investments, taxable expenditures, or excess business holdings helping you avoid costly and unnecessary compliance issues.

Customized to Fit Your Workflow

If your foundation already follows a defined process for reviewing and approving grants and expenses, Impactfully can be configured to match it. Simply share how your foundation operates, and transactions will be automatically routed through your preferred approval workflow.