A little MORE conversation around grants management!

**I really hope you are singing this title with that signature Elvis drawl.**

Hello! It was great seeing so many of you in Elvis's town last week at Summit 2022! As @AshleyHarper and I mentioned in our session, we are hoping to bring a little MORE conversation and a little more ACTION to grants management (we want to avoid the aggravation though).

Some topics we discussed during our session:

Reminders and how to get grantees to actually complete follow ups:

• Use reminder emails
• Can use branching in application to hide unless they say ‘yes, I have completed all requirements for previous awards’
• Hiding processes behind access codes that are only given if the follow up is completed

What to collect/how to collect financial documentation from nonprofits:

• Think about what you will use this information for – only ask for what you absolutely need
• Take a look at publicly available information (990’s, Guidestar, etc)
• Give organizations some options for what they can provide (audited financials, postcard, income/expense sheet)

Let's keep the conversation going! Give us a little insight into the challenges your foundations are seeing with streamlining and updating your grantmaking processes.