Perpetual Case Study

How Perpetual Wealth streamlined complex grant management with Grant Toolbox by Foundant

Background

Perpetual Wealth distributes funding to a broad range of not-for-profits (NFPs) on behalf of philanthropists across Australia. As one of the country’s largest managers of philanthropic foundations, they needed a grants management system flexible enough to support the end-to-end lifecycle across a diverse portfolio of foundations, one that could handle seven distinct programs ranging from high-value, multi-year commitments to open rounds receiving thousands of applications.

Each program required customised application forms, complex assessment and approval workflows and acquittal processes.

A critical priority was the development of a secure online portal where philanthropists can review shortlisted applications, track funding distribution through real-time dashboards, and access governance documents. Grant Toolbox also centralised contact management using ABNs to prevent duplication and provided a robust document-sharing environment to promote compliance and transparency across all philanthropic activities.

The Challenge

As one of the largest managers of philanthropic foundations in Australia, Perpetual Wealth needed a platform that could support grant-making at scale across multiple organisations and funding streams, while giving philanthropists a secure portal for real-time visibility into their funding.

The Impact

A user-friendly experience for staff, not-for-profits, and funders.

“Grant Toolbox has gone beyond what I initially expected. Given the complexity of our philanthropy and granting programs, its flexibility allows us to tailor the system to both our needs and those of philanthropists, while also creating an accessible and user-friendly experience for not-for-profits.

If you’re looking for a platform that can grow with your organisation, handle complexity, and genuinely improve the way you work, Grant Toolbox is the solution.”

Lindsay Dawson
Philanthropy Research & Insights Manager

The Solution

Following an extensive research process, Perpetual Wealth selected Grant Toolbox by Foundant, drawn to its leading-edge technology and configurable platform.

Why Grant Toolbox?

Fully configurable to match unique program requirements
Robust grant management functionality with automation across the lifecycle
Responsive local support to enable a smooth implementation and ongoing success
Deep sector + IT expertise to guide configuration and change management
Continual product evolution aligned to global technology standards

Implementation

The Grant Toolbox team partnered closely with the Perpetual Wealth Philanthropic Services team to configure the platform around their existing internal workflows and program needs. This hands-on approach supported smooth adoption, ensuring the system reflected how the team actually worked across each of their programs.