Non-operating private foundations, the most common variety of private foundation (and the type of foundations we manage), primarily advance their philanthropic missions by making grants to other nonprofit organizations. Although grantmaking is the cornerstone of private foundation philanthropy, there’s a lot more to making a grant than simply writing a check. That’s where we come in.

Grants management encompasses the complete lifecycle of grantmaking: accepting applications, organizing and reviewing requests, making funding decisions, and evaluating the outcomes of awarded grants.

Private foundations must comply with IRS rules, including:

What Is Grants Management?

Foundation Copilot’s grants management services ensure full compliance with IRS regulations while streamlining processing and reporting. Our system also keeps foundation members informed, helping you make more strategic philanthropic decisions.

Applications Module

Our optional Applications grants management tool is fully integrated into the Foundation Copilot platform. Key features include:

Annual Reporting on Trends

We publish annual trend reports analyzing giving and investment patterns in private foundations. These reports offer a unique opportunity for foundations to benchmark their activity against a select peer group. Insights include the number and size of grants, giving as a percentage of assets, distribution by charitable sector and geography, utilization of advanced grantmaking strategies, and the timing of grant disbursements throughout the year.