Razer's Edge: Grants Management System

Amanda Caldwell

I have recently commenced working in the Trusts & Foundations portfolio and am interested in hearing how other nfp's use Razer's Edge in managing their grants process.  In particular, does RE have a 'grant' module?  

Tom Klimchak

We manage our grants process using Proposals (called "Opportunities" in RE NXT)... We use prospect status to move them through the pipelines and we use different attributes to keep track of a few pieces of info we need to keep on each grant.  


We sometimes attach media (scanned PDFs) of all our backup paperwork and formal applications, but we also have a third party scanning system that we tend to use more.

Amanda Caldwell

Thanks Tom, appreciate your feedback.  What sort of 'third party scanning system' do you use?