As simple as a spreadsheet.
A development workspace for social impact leaders: user- and developer-friendly, privacy-focused, and affordable.
See what it does todayWhy it exists
I've been fundraising for nearly two decades, and I've always been resistant to the tools I had access to. They were expensive and overly complex for the job. We were locked into vendor contracts, handing our sensitive data to companies with very little connection to our mission, vision, and communities. After a few months I would end up back inside a spreadsheet.
So I set out to design and build something I know I would use, and other social impact leaders would too.
Six commitments behind every screen
These describe what Actualize Funding is designed to be, and how each new piece of it is judged.
- 01
As simple as a spreadsheet
It should feel as familiar as the spreadsheet your team already keeps, and never more complex than the job needs.
- 02
User- and developer-friendly
Easy for the people who use it every day, and easy for the people who maintain it.
- 03
Privacy-focused
Your data is not handed to vendors with no connection to your mission, vision, and communities.
- 04
Affordable
Within reach for social impact organizations, with no vendor lock-in.
- 05
Fair terms
It does not lock you into lopsided terms and conditions.
- 06
Fits your tools
Designed so you are not jumping through hoops to fit your existing tools and workflows.
What Actualize Funding does today
Four screens from the working product. The organizations, people, and amounts shown are invented samples.
A pipeline you can see at a glance
Every open ask, to an organization, a person, or a household, sits on one board from Identification to Commitment, with its amount and likelihood. Filter by owner or quarter, then drag a card, or pick a stage and press Move.
Until capacity and fit are researched
Hollis Family Foundation
General operating support
$40,0005%
Until a first conversation confirms interest
Lantern Arts Fund
Arts education pilot
$15,00010%
Dana Whitfield
Major gift
$10,00010%
Until the principal is engaged and an initiative chosen
Northgate Foundation
Capacity building
$20,00025%
Until the proposal or ask is delivered
Meridian Health Fund
Community Health Initiative
$60,00050%
Until the pledge is signed
Okafor Household
Annual fund renewal
$5,00080%
Deadlines that announce themselves
The grant tracker lists every application by deadline, marks the ones overdue or due within 30 days, and shows the ask, the dates, and the attached document.
Northgate Foundation
Capacity Building Grant
3d overdueIn Progress- Ask
- $20,000
- Due
- Oct 6
- Attachment
- proposal.pdf
Riverbend Community Trust
Youth Programs Grant
Due in 9dNot Started- Ask
- $25,000
- Due
- Oct 18
- Attachment
- proposal.pdf
Meridian Health Fund
Community Health Initiative
Due in 24dIn Progress- Ask
- $60,000
- Due
- Nov 2
- Attachment
- proposal.pdf
Lantern Arts Fund
Arts Access Grant
52d outNot Started- Ask
- $15,000
- Due
- Nov 30
- Attachment
- proposal.pdf
Every next step in one list
The Task Center gathers tasks for foundations, grants, campaigns, and events in one list you can filter by module, status, owner, or text, and update from the row.
- In Progress
Draft the budget narrative for the Meridian proposal
Overdue · Oct 7 · Jordan Lee
- Not Started
Send a thank-you letter to Cedar & Pine Fund
Due Oct 12 · Sam Rivera
- Not Started
Confirm the venue for the spring donor breakfast
Due Oct 20 · Avery Chen
- Completed
Schedule the year-end appeal email
Due Nov 1 · Jordan Lee
Ask a question, see how it was answered
The assistant answers questions about your own records and shows which query it ran above every answer. It can log an interaction, add a task, or move a stage, but only after you approve the change on a card that shows it first.
Ran 1 query
grant_deadlinesTwo applications are due in the next 30 days:
- Riverbend Community Trust, Youth Programs Grant: $25,000, due in 9 days, not started.
- Meridian Health Fund, Community Health Initiative: $60,000, due in 24 days, in progress.
Northgate Foundation's Capacity Building Grant is 3 days overdue.
See it with your own team in mind
Tell us a little about your organization and we will follow up to set up a walkthrough.
Access is by invitation for now. Actualize Funding is in use at Actualize Impact.
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