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We share insights gained from supporting 350+ organizations managing grants, sponsorships, corporate volunteering, and CSR.

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Head of Grants

Grant Manager

Grant Executive

Strategic

How do we choose between applications that all meet the criteria?

Apply a second published criterion, portfolio balance, reach or additionality, and record which one decided each case. Undocumented tie-breaks fail later.

Answered by

Olivier Hoareau

Operations

What makes an employee volunteering platform simple to run?

Simple means three testable things: an employee can join untrained, a local lead can publish without headquarters, and it runs without a dedicated admin.

Answered by

Olivier Hoareau

Reporting

Why should we track volunteer hours?

Hours are the only common unit in a volunteering programme: they let you value the contribution, compare sites and years, and defend the budget.

Answered by

Olivier Hoareau

Operations

How do we manage sponsorships without spreadsheets?

Move the three things a spreadsheet cannot hold: incoming requests, the approval trail, and the deliverables each partner owes you.

Answered by

Olivier Hoareau

Operations

How do we handle sponsorship requests we have to turn down?

Decline against the criteria you published, and name the condition that was not met. A no pointing to a stated rule is faster to send and to accept.

Answered by

Olivier Hoareau

Operations

Strategic

How do we review grant applications in other languages?

Recruit reviewers who read the language instead of translating everything. Requiring one language shifts a real cost onto applicants.

Answered by

Olivier Hoareau

Budget

Reporting

How do we convert grant amounts across currencies?

Decide which date sets the rate, write it into the agreement, and convert once. Most of the loss on international grants comes from unplanned conversions.

Answered by

Olivier Hoareau

Operations

Strategic

How do we manage volunteering across different local laws?

Run one framework with local variation as configuration, not one global policy. The rules on employer-organised volunteering genuinely differ by country.

Answered by

Olivier Hoareau

Reporting

Strategic

How do we measure the impact of our volunteering programme?

Report three things separately: how many took part, what was contributed, and what the partner organisations achieved. Hours are the middle one.

Answered by

Olivier Hoareau

Operations

Strategic

How do we get employees to sign up for volunteering?

Remove the conflict with paid work before running another campaign. In the US, pushing too hard also has legal consequences.

Answered by

Olivier Hoareau

Operations

Strategic

How do we run employee volunteering in small country offices?

Stop measuring them on team events. Small offices run on individual and skills-based volunteering, with local partners they find themselves.

Answered by

Olivier Hoareau

Strategic

Budget

Do sponsorship ROI benchmarks transfer between categories?

No. Published benchmarks mix categories, markets and methods, so they set expectations rather than standards. Benchmark against your own portfolio instead.

Answered by

Olivier Hoareau

Reporting

Strategic

What should a sponsorship report for leadership contain?

The decision, not the activity: full cost, contracted versus delivered, results against the objectives set, and a renewal recommendation for each deal.

Answered by

Olivier Hoareau

Operations

Reporting

What should we do after a sponsored event to evaluate it?

Close it out within weeks: collect the property's data, check delivery against the contract, run the post-exposure survey and record the full cost.

Answered by

Olivier Hoareau

Reporting

Strategic

How do we measure the social impact of a sponsorship?

Judge it the way a funder judges a grant: define the outcome you are funding upfront, then collect outcome data from the partner, not exposure metrics.

Answered by

Olivier Hoareau

Reporting

Strategic

How do we measure a sponsorship's brand exposure?

Count the exposure the property can evidence, value it with media value equivalency, then test whether it moved perception with a brand lift study.

Answered by

Olivier Hoareau

Budget

Reporting

Which sponsorship metrics can we defend to finance?

The ones traceable to a source you can produce: verified cost, contracted deliverables, measured audience, surveyed perception. Not modelled equivalents.

Answered by

Olivier Hoareau

Strategic

Budget

How do we set sponsorship KPIs before signing a contract?

Decide what the sponsorship has to deliver, then write the data you need to prove it into the agreement itself, before you sign.

Answered by

Olivier Hoareau

Strategic

Reporting

Should we measure sponsorship ROI or return on objectives?

Use both. ROI answers what the sponsorship returned against its cost, return on objectives answers whether it delivered what you signed it for.

Answered by

Olivier Hoareau

Head of Grants

Strategic

Reporting

How do we manage a corporate grant program differently from a foundation?

A corporate program has to align giving with business and CSR goals, report to non-philanthropy stakeholders, and integrate with corporate finance, on top of running the grants themselves.

Answered by

Olivier Hoareau

Grant Manager

Head of Grants

Operations

Reporting

How do we manage the whole grant lifecycle, from application to closeout, in one place?

Run intake, review, award, payment, monitoring and closeout as one connected workflow, so nothing is handed off between disconnected tools or lost between stages.

Answered by

Olivier Hoareau

Head of Grants

Grant Manager

Budget

Reporting

How do we track grant spend and stay compliant with how funds are used?

Tie every disbursement to its budget line and allowed use, and track committed vs paid vs spent in real time, so compliance is built into the workflow rather than checked after the fact.

Answered by

Olivier Hoareau

Head of Grants

Grant Manager

Operations

Reporting

How do we run a grant program across multiple countries, currencies and languages?

Centralise the program in one platform that handles multiple currencies, languages and local entities, so global oversight and local execution live in the same place.

Answered by

Olivier Hoareau

Grant Manager

Head of Grants

Operations

Reporting

How do we automatically screen and score grant applications with AI?

Let AI automate eligibility screening and pre-scoring against your own criteria, but keep every funding decision with a human reviewer and log how each result was reached.

Answered by

Olivier Hoareau

Operations

Reporting

How do we manage research grant reviews and track project milestones?

Run expert review through a structured workflow, then track funded projects against milestones and reporting deadlines in the same system.

Answered by

Olivier Hoareau

Operations

Reporting

How do we select scholarship recipients fairly and transparently?

Apply consistent eligibility and scoring criteria to every applicant, with each decision recorded, so awards are defensible and bias-aware.

Answered by

Olivier Hoareau

Budget

Operations

How do we manage corporate donations and matching gifts in one place?

Centralise donation requests, approvals and employee match claims, so giving is tracked and reportable instead of spread across emails.

Answered by

Olivier Hoareau

Reporting

Operations

How do we track employee volunteering hours across multiple locations?

Let employees log hours against approved activities in one system, so participation and impact roll up automatically across sites.

Answered by

Olivier Hoareau

Strategic

Reporting

How do we measure the return on our sponsorship investments?

Define the value you expect from each sponsorship upfront (reach, brand, social impact) and track delivery against it in one place.

Answered by

Olivier Hoareau

Grant Executive

Grant Manager

Operations

How do we build an online grant application form without involving IT?

Use a configurable form builder to set fields, eligibility logic and document uploads yourself, with no developer or new tool required.

Answered by

Olivier Hoareau

Head of Grants

Strategic

Reporting

What KPIs should we track for a corporate grant program?

Track reach (beneficiaries), efficiency (cost per outcome, time-to-decision) and alignment (% funding to priority causes) alongside spend.

Answered by

Olivier Hoareau

Head of Grants

Grant Manager

Operations

Reporting

How do we stay GDPR-compliant when grant applications contain personal data?

Store applicant data in a GDPR-compliant system with role-based access and retention rules, so consent and deletion are handled by design.

Answered by

Olivier Hoareau

Grant Executive

Operations

How do we run a grant program with a very small team?

Standardise intake and automate the repetitive steps, so one or two people can run a full cycle without it becoming a second job.

Answered by

Olivier Hoareau

Grant Manager

Grant Executive

Reporting

Operations

How can we collect impact data from grantees after we've funded them?

Send grantees a structured progress report form on a schedule, so outcome data comes back in a comparable format instead of free-text emails.

Answered by

Olivier Hoareau

Head of Grants

Reporting

Operations

How do we keep an audit trail for every grant funding decision?

Record who reviewed, scored and approved each application, with timestamps, so every decision can be reconstructed during an audit.

Answered by

Olivier Hoareau

Head of Grants

Reporting

Strategic

How do we report grant program impact for CSRD and ESRS requirements?

Capture outcome data at the grantee level and map it to ESRS S1/S3 social indicators, so your CSR report draws from program data directly.

Answered by

Olivier Hoareau

Grant Manager

Operations

Reporting

How can we make our grant scoring process more consistent and fair?

Use a shared scoring grid for every reviewer and keep each score on record, so decisions are comparable and defensible later.

Answered by

Olivier Hoareau

Grant Manager

Grant Executive

Operations

How do we reduce the time our team spends reviewing grant applications?

Automate eligibility checks and let AI draft a summary of each application, so reviewers spend their time on judgement, not data entry.

Answered by

Olivier Hoareau

Head of Grants

Grant Manager

Budget

Reporting

What's the best way to track grant budgets across several programs?

Track committed, paid and remaining amounts per program in real time, so allocation decisions use live figures, not last month's export.

Answered by

Olivier Hoareau

Grant Manager

Grant Executive

Operations

How can we replace spreadsheets for managing grant applications?

Move intake, eligibility, scoring and decisions into one configured workflow so the spreadsheet stops being your system of record.

Answered by

Olivier Hoareau

Head of Grants

Strategic

Reporting

How do I prove the ROI of our grant program to the board of directors?

Tie every grant to outcome data and budget spent, then report impact-per-euro in a board-ready dashboard instead of a static slide deck.

Answered by

Olivier Hoareau

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Most recent questions

The latest questions teams have brought to us, answered in plain language and added straight to the knowledge base.

Head of Grants

Grant Manager

Grant Executive

Strategic

How do we choose between applications that all meet the criteria?

Apply a second published criterion, portfolio balance, reach or additionality, and record which one decided each case. Undocumented tie-breaks fail later.

Answered by

Olivier Hoareau

Operations

What makes an employee volunteering platform simple to run?

Simple means three testable things: an employee can join untrained, a local lead can publish without headquarters, and it runs without a dedicated admin.

Answered by

Olivier Hoareau

Reporting

Why should we track volunteer hours?

Hours are the only common unit in a volunteering programme: they let you value the contribution, compare sites and years, and defend the budget.

Answered by

Olivier Hoareau

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