Glossary
Stakeholder Management

Grantor Record in a Nonprofit CRM

By: Alec Hollingsworth
Updated:  
July 16, 2025

Definition:

A Grantor Record is a detailed profile in a nonprofit CRM that tracks all information and interactions with a grant-making entity.
A Grantor Record in a Nonprofit CRM is a digital profile that stores comprehensive information about an organization, foundation, or individual that provides grants to a nonprofit. This record typically includes contact details, grant history, application deadlines, communication logs, funding interests, and reporting requirements. By consolidating all relevant data, a Grantor Record enables nonprofits to effectively manage and track their relationships with each grantor, ensuring timely follow-ups and maximized funding opportunities. The record also supports strategic planning by offering insight into which funders align best with the nonprofit’s mission and projects.

Key Takeaways

  • Centralizes all key data about grantors
  • Facilitates tracking of applications and deadlines
  • Improves communication and stewardship
  • Supports strategic grant-seeking

Why It Matters

Centralizes key data for grant management, improving organization, follow-up, and reporting.

Real World Example

Imagine a nonprofit focused on environmental conservation applying for multiple grants each year. They use their CRM to create a Grantor Record for the Green Futures Foundation. This record contains contact information, previous correspondence, past grants awarded, application deadlines, reporting requirements, and notes from meetings. When staff prepare a new proposal, they quickly review the record to tailor their approach and ensure all follow-up tasks are completed on time. As a result, they maintain a strong relationship with the foundation, increasing their chances of successful funding.

Frequently Asked Questions

What information is stored in a Grantor Record?

A Grantor Record includes contact details, grant history, communication logs, deadlines, funding interests, and reporting requirements.

How does a Grantor Record benefit nonprofit staff?

It centralizes all grantor-related information, making it easy for staff to manage relationships, track deadlines, and prepare applications.

Can Keela’s CRM link grant applications to Grantor Records?

Yes, Keela allows you to link grant applications, tasks, and outcomes directly to each Grantor Record for efficient tracking and reporting.

How is a Grantor Record different from a Donor Record?

A Grantor Record tracks institutional or individual grant-makers, while a Donor Record typically tracks individual or organizational donors who give donations rather than grants.

Related Terms

Accessibility Compliance
Automation Trigger in a Nonprofit CRM
Average Gift Size
Board Member Profile
Bounce Rate
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