The Fay Fuller Foundation goal aims for every South Australian to be as healthy as they can be. They fund projects that lay the foundations for improving the overall health of the people in this state. The Foundation focuses on long-term funding partnerships with an emphasis on the three pillars of health – physical health, mental health and social wellbeing.
I don’t see the cost of Grant Toolbox as an expense but more as an investment for the Foundation. The return is not only in increased efficiencies through time saved via automation and streamlining, it also includes all the other key features and functionality. The level of insights you can glean through having your data online and centralised not only provides risk mitigation but also supports our evaluation and strategic decision making.
The James and Diana Ramsay Foundation was using a generic database to capture their data and required an online function to accept applications with in-depth functionality, simple to use for both applicants and the Foundation. Moving to Grant Toolbox has removed the need to double handle their data as every piece of information is saved, searchable and easily accessible for reporting and budgeting.
GTBX Client since April 2019
Dollars Granted Over $1M annually
Old System Access
Key Pain Points
Double entry of data in the old system
Limited support of an old and dated system
Declining customer support
New System Must Haves
Central data repository
Responsive customer support
Remote access and Cloud based
Easy to use online application for grantees
Remove the need to update numerous excel spreadsheets
Affordable license fees – alternatives were priced at $20,000 which just wasn’t feasible
Early adopters of Grant Toolbox
JDRF were one of the early adopters of Grant Toolbox and piloted the software during 2019. Their key criteria for the software was to ensure that all information was able to be kept in one place and to have a CRM which would have the ability to input notes at an organisation, contact or application level to assist in building up historical records of their grant recipients and remove the need to save emails as word documents. Reporting on an annual and ongoing basis at a push of a button was also a must have.
While Grant Toolbox is ideal for increasing efficiencies, it is much more than that as it is built for tracking engagement, agreements, users and streamlining reporting. Having extra time in the future will enable me to dedicate more time to review our reports and evaluation.
I believe the automation has freed us to focus more on our partnerships by being out in the field visiting our partner organisations. Not only has it reduced the double handling of our data, it has also removed the error rate as the system prompts me when information is missing from any field.
Grant Toolbox has a clean and simple look and the buttons on my home page easily show what needs to be actioned – for example the 30 day workflow and outstanding receipts. Being cloud based it provides complete flexibility to work from anywhere. I can log in and see exactly where things are at regardless of whether I am in the office or not.
The James and Diana Ramsay Foundation (JDRF) was established in 2008 as a Private Ancillary Fund by Diana Ramsay (AO) and has granted over $14.7M in grants since inception. The aim of the Foundation is to continue to foster excellence in the arts and medical research and to support programs for youth at risk. JDRF aims to provide effective grant making decisions through long-term, trust based relationships to ensure strengthened organisations and services to the community, aiming to clearly communicate their expectations, hopes and visions with their funding partners.
Helping people and foundations enjoy their philanthropy is what we love to do. Grant Toolbox is an Australian designed grant administration management solution, accessible to all. Click below to arrange an obligation free demonstration with one of our consultants.
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We respect your privacy
Grant Toolbox respects your right to privacy and this policy sets out how we collect and treat your personal information. “Personal information” is information we hold which is identifiable as being about you.
What personal information we collect
We may collect the following types of personal information from you:
– phone number
– fax number
– tax file number
– information about the goods or services you have ordered from us
– information from enquiries you have made
– communications between us
– credit card information (although we do not retain this information)
– other personal and business records as required to provide our services, such as accounting records (including electronic files).
How we collect your personal information
We collect personal information from you in a variety of ways, including: when you interact with us electronically or in person; when you access our website; and when we provide our services to you. We may also collect personal information from you from third parties once authorisation has been provided by you. You have the right to refuse us authorisation to collect.
Use of your personal information
We use your information to provide our service to you. We also use it to improve our service and to notify you of opportunities that we think you might be interested in. We do not provide your information to third parties, except that we may provide your information to our business partners who assist us in the provision of our services to you.
Disclosure of your personal information overseas
In order to provide services to you, some of your personal information may be made available to Jaquillard Minns employees in our offshore office, which is an incorporated entity owned by Directors and not third parties. Data is protected by the same systems we use in Australia and is subject to similar data protection laws to those that apply in Australia.
How We Store and Secure Your Personal Information
We keep your personal information in your client files or electronically. These files are accessible to authorised personnel only and are appropriately secured and subject to confidentiality requirements. Personal information is treated as confidential information and sensitive information is treated as highly confidential. We keep all personal information and records for a period of 7 years. Should you cease to be a client of ours, we will maintain your personal information on or off site in a secure manner for 7 years. After this, the information will be destroyed.
Ensure Your Personal Information Is Correct
Grant Toolbox takes all reasonable precautions to ensure that the personal information we collect, use and disclose is accurate, complete and up-to-date. To ensure we can maintain this level of accuracy and completeness, we recommend that you:
– inform us of any errors in your personal information; and
– update us with any changes to your personal information as soon as possible.
If you provide inaccurate or incomplete information we may not be able to provide you with the services you are seeking.
Unsolicited personal information
We don’t usually collect unsolicited personal information. Where we receive unsolicited personal information, we’ll determine whether or not it would have been permissible to collect that personal information if it had been solicited. If we determine that collection would not have been permissible, to the extent permitted by law, we’ll destroy or de-identify that personal information as soon as practicable.
Access to your personal information
You can access and update your personal information by contacting us. We may charge a reasonable administration fee for this access.
Security of your personal information
We take all reasonable steps to protect your personal information and the take the protection of your data very seriously. We have sophisticated systems in place and network security controls are applied through the deployment of firewalls and intrusion prevention systems. We have documented manuals and IT policies and regular staff training in place. All data resides in Australia and is accessed only by authorised staff.
Complaints about privacy
If you have any complaints about our privacy practices, please feel free to send in details of your complaints to Grant Toolbox, GPO Box 1215, Adelaide 5001. We take complaints very seriously and will respond shortly after receiving written notice of your complaint.
When you come on to our website we may collect certain information such as browser type, operating system, website visited immediately before coming to our site, etc. This information is used in an aggregated manner to analyse how people use our site, such that we can improve our service.
Third party sites
Our site has links to other websites not owned or controlled by us. We are not responsible for these sites or the consequences of you going on to those sites.
How to contact us
Mail GPO Box 1215
Adelaide SA 5001