Benefactor is designed for grant makers, by a dedicated

team with years of experience working with

grant making organisations.

� It’s easy to configure to match to your process and terminology

� Applications can be added manually or downloaded from a form on your website

� You can set targets and monitor your outcomes

� Payments can be scheduled

� You can track payments as budgeted, scheduled or paid

� Grant history of an organisation or individual is available at the touch of a button

� Letters and emails can be printed individually or in a batch

� There is a comprehensive set of standard reports or you can create your own

� Applications and grants can be coded as required, for easy reporting

� Access permissions can be set for each user

� There is a 9.00 – 5.30 helpline for immediate help and support

� Full training is available

� Field Labels

� Dropdown Entries

� Statuses

� Budget Amounts

� Letters and Email Templates

� Reports

Easy to configure

It is easy to configure to your process

and you can amend the following ….

Configure the stages to match your

process and terminology

Completed

Monitoring Completed

Grant Being Paid

Grant Offer Accepted

Grant Offer Sent

Decision Meeting

In Assessment

Application Received

You can set targets and report on your outcomes,

recording success or failure

Payments can be scheduled and tracked as budgeted,

scheduled or paid

Benefactor comes with a comprehensive set of

standard reports

Report by….

� Pending requests

� Reviews

� Decisions

� Grants awarded

� Budgeted payments

� Scheduled payments

� Paid Payments

� Budget Analysis

Or you can create your own report...

£150,000

£81,000

£95,000 £105,000£89,000

£0

£20,000

£40,000

£60,000

£80,000

£100,000

£120,000

£140,000

£160,000

Arts Education Environment Social Welfare VoluntarySectory

Infrastructure

Helpline and Support

Annual support includes:

� Fully staffed helpdesk 9 am - 5.30 pm, Monday to Friday

� Automatic access to all new versions and other upgrades

� Annual user group meeting….

for input into Benefactor development

opportunity to meet with other users

Implementation and Training

The initial training course is two days, after which you will be ready to

go live with a fully configured system.

We recommend a third day is taken about two months later for a

review and user reports training, to ensure you are getting the most

from Benefactor.

Applications can be entered manually or

downloaded from a form on your website.

We appreciate that some organisations do not require

online applications, so this is offered as an optional extra

Online Application Features

� Applicants can view, edit, or delete their online applications form

� You can add a data protection statement

� Questions can be tailored to the type of applicant

� Tables can be included on your online form

� Applicants can upload documents or photographs as part of their application

� A declaration or survey questions can be included at the end of your form

� Referees can be saved as contacts for the Applicant or Request

� Email acknowledgements can be sent to your applicants

Applicant visits your

website

Completes online form

On submission applicant is

sent an acknowledgement

email with completed

form attached

Applications are

downloaded into

database

Online Applications Process

database

Sample online form for an organisation

Applicants can view, edit, or delete their online

application forms

Test applicants’ eligibility

You can test applicants’ eligibility

You can add a data protection statement

You can tailor questions to the type of applicant

Tables can be included on your form

Applicants can upload documents or photographs

as part of their application

You can include a declaration or survey questions

at the end of your form

Referees, or other people associated with the applicant,

can be saved as contacts for the Applicant or Request

Applicants can review their form before submitting it

Send an email acknowledgement to your applicants

� It is used by 100 grant-making organisations throughout the UK and Eire

� It is developed, owned and supported by the Gallery Partnership Ltd

� Our annual support packages includes a helpdesk and all upgrades are included

� We have regular user group meetings to keep up to date with our clients needs

� Online applications forms are available as an additional module

About Benefactor

Thank you for watching the demo.

Do contact us if you require any further information

or would like to book an online demonstration.