Harlequin CRM | Grants

Successful grant applications come about as a result of doing your homework, understanding the ethos behind the trust and ensuring you meet all deadlines.

Each grant application sets off a series of complex administrative tasks which are made significantly easier by employing the specific utilities within Harlequin Fundraising:

  • Register all appropriate charitable trusts with their associated trustees on the system to allow contact mapping and relationship building
  • Record all trust application criteria
  • Track all bid processes
  • Note all timing schedules and be automatically reminded of each
  • Log all communications with the trust.