Grant Management for Large Trusts and Foundations

Larger funders need consistent processes across multiple programmes, partners and geographies.

• Configurable workflows without custom code.
• Strong due diligence and conflict management.
• Cross‑portfolio impact reporting and insight.

Operating model

Create common standards that still allow local flexibility.

• Shared eligibility libraries and outcome sets.
• Role‑based access for teams and partners.
• Governance packs with decision notes and risks.

Key takeaway: standardisation reduces risk without stifling innovation.

Learning at scale

Turn data into strategy.

• Compare cohorts and themes over years.
• Identify what works and adjust criteria.
• Publish learning to influence the field.

Key takeaway: Plinth supports long‑term insight.

Partner assurance

Provide clarity and support to delivery organisations.

• Proportionate reporting by risk and size.
• Payment schedules aligned to milestones.
• Clear routes for changes and escalations.

Key takeaway: assurance is a partnership, not a hurdle.

FAQs

Can we federate across countries?

Yes with local data controls and programme templates.

How do we manage panels?

Use reviewer workspaces, conflicts and calibration.

What about restricted donors?

Tag and report by donor with tailored dashboards.