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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

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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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

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