Grant Tracking Spreadsheet

Although there are many excellent grant tracking software packages on the market, a simple Grant Tracking Spreadsheet, created in Excel or Access, can be a cost effective way for a small foundation to track basic grant information. It can be easily modified to fit a foundation’s needs and priorities.

Depending on the information your foundation requires and wants to track, the spreadsheets can be used to record:

·  Applications received, purpose of the grant and amount requested

·  Prior contribution history

·  The review process including Board and or staff comments on proposals

·  Grants approved, pending and declined

·  Letters and checks sent

·  Grant agreement forms received

·  Grantee report and evaluation data

·  Contact information

Grants

Grant Information / Review Process / Contribution History / Contribution Notes / Recommendation
Organization / Application Received / 501 (c) 3 / Purpose of Grant / Amount Requested / Site Visit / Review Complete / Contributions in Past 5 Years / Notes / Pre-decision Comments by Trustee or Staff

Reporting

Decision / Letters Sent / Response / Reporting
Organization / Board Action/ Amt. Approved / Grant Agreement and Check Sent / Denial Letter Sent / Signed Agreement Received / Date Report Due / Date Received / Notes - Follow up information

Contact Information

Organization / Contact Name / Title / Address / City / State / Zip / Phone / Cell / email