Nonprofit & Church

Grant Management
System

Track every grant from prospect to close. Budget vs actual by grant, report due dates, renewal calendar, and a funder relationship log — never miss a report deadline or let a renewal lapse.

Budget vs ActualReport DeadlinesRenewal CalendarFunder Log5 Sheets

GRANT_MANAGEMENT_SYSTEM.xlsx

Grant Register

Budget Tracker

Report Calendar

Funder Log

Category	Item	Status	Value	Notes
Grant Management System — Sample Data
Section A	Item 1	Complete	100%	Verified
Section A	Item 2	In Progress	67%	Due next week
Section B	Item 3	Action Required	0%	Overdue
Section B	Item 4	Complete	100%	On track
SUMMARY			67%	2 actions needed

^$24

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★★★★★4.9 / 5.0

5-sheet Excel workbook, fully unlocked
Budget vs Actual
Report Deadlines
Renewal Calendar
Funder Log
Works in Excel 2016+ and Google Sheets

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Contents

All 5 sheets,
explained.

Sheet 01

Grant Register

All grants with funder, amount, period, purpose, status, and contact

Sheet 02

Budget Tracker

Budget vs actual spend by grant with over-spend alerts and remaining balance

Sheet 03

Report Calendar

Report due dates with 30/60/90 day alerts and submitted status

Sheet 04

Renewal Calendar

Upcoming grant renewals and new application deadlines sorted by priority

Sheet 05

Funder Relationship Log

Contact history, relationship notes, and stewardship log per funder

Reviews

Professionals who use it daily.

★★★★★

We had a federal grant go over budget because nobody was tracking actuals. The budget tracker caught a similar issue on our next grant.

Ellen C.

Development Director · Community Foundation

★★★★★

Tracking 8 grants with different funders, report dates. This brought everything into one view.

Bishop James O.

Church Administrator

FAQ

Common questions.

What if we spend over budget on a restricted grant?+

The budget tracker flags over-spend in red as soon as actuals exceed the award amount.

Can I track multi-year grants?+

Yes. The Grant Register has start and end date fields and the Budget Tracker handles multi-year grants by period.

Grant Management
System