Selecting a new grant management system

Event organiser:
Association of Charitable Foundations
Thursday
25
June
2026
1:00 pm
5:00 pm
Until
Thursday
25
June
2026
5:00 pm
In person
In person
London

Summary

This seminar will help you make the right decision for your foundation when choosing a grant management system.

There are many suppliers and software packages available to the charitable sector, designed for managing relationships with supporters, grantees/partners, members and others, but how do you choose the system that best supports the specific needs of your foundation?

Many systems include modules that provide additional capabilities to support grant administration, but foundations are increasingly looking for systems that meet more complex requirements around impact reporting, partnership working, loans and social investment.

This seminar will help you make the right decision for your foundation and will include:

  • a brief overview of what systems are available that meet the complex needs of the grant funder
  • good practice on selecting the best software and suppliers
  • tips on how to ensure a smooth implementation process

Attendees will also receive a complimentary copy of the Adapta publication 'A guide to CRM systems for Grant-making foundations'.

This event will interest foundation staff who are responsible for the grant-managements systems - both those who use them or who make a decision about what system to use.

Speaker/presenter: Mark Luckins, Adapta consulting

Price for ACF members: £100

Price for non-members: £200 - non-members are welcome to attend this event if they meet the criteria for ACF membership.

Learning and Resources