 FoundationFile
Basic contains:
Eight essential letter templates that will easily generate
the following
letters:
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Letter acknowledging receipt of proposal
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Award letter for a one-year grant, payment enclosed
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Award letter for a multi-year grant, first payment enclosed
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Check transmittal letter for subsequent payments
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Award letter pledging a grant with matching fund contingencies
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Decline letter
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Letter closing the grant file
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Letter template with open text
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Each of the above letters contains an open paragraph for you to insert
your own block of unique language, including contingencies, payment schedules,
restrictions of the grant, and other information.
Eleven essential report templates that will easily
generate the following reports:
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List of grant requests and amounts for a given year. For example, you can
generate a report of health grant requests under review. |
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List of grant requests and amounts to include multi-year requests. For
example, you can generate a report of requests for the next grants review cycle. |
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List of grant awards and amounts for a given year. For example, at
year-end you can generate a report of last year's grant awards. |
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List of grant awards and amounts to include multi-year
requests |
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Proposal review. For example, you can generate a group of proposal
reviews, including site visit notes, for your foundation board to use in its
decisionmaking. |
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Summary grant descriptions. For example, you can generate a report of
brief grant descriptions. |
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Summary of total grant file, including notes |
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Pledges by year |
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Pledges by month |
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Pledges by project |
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Summary of ranking scores. This allows you to rank proposals that the
foundation board is reviewing. |
Template for a #10 Envelope
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Click one button to generate an addressed envelope to a letter recipient. |
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