How GIVINGtrax Works for Foundations

Step 1. Register

Getting started is easy, first sign up all you need is your email id to register and use GIVINGtrax!

  • If you want to manage grant requests and philanthropy, register as a business
  • If you are fundraising, register as a nonprofit. Please visit “how it works for nonprofits”
  • No software to install and no I/T required
  • No credit card needed to register. Free trial for 30-days and happily processing grants
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Step 2. Edit GIVINGtrax page

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GIVINGtrax helps you get started with a standard page and giving criteria. To change them, just click on “edit”. This is a great place to share your story and to showcase your foundation.

  • Add your logo and a hero or banner image
  • Update your giving criteria to expand or reduce where & how you give

Want to finish your profile?

If you want to finish your profile, just add more information about your foundation on the “business profile”. You can add as much or as little as you like!

  • Describe your foundation
  • Connect to members
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Step 3. Share using Facebook, Twitter, Email

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Link your social media accounts, such as facebook and twitter so you can share grants in real-time with your fans, employees and committee members.

  • Connect Facebook and Twitter
  • Add “We Give Back” Widget to your facebook page and website
  • Pull your GIVINGtrax page into your website

Manage Grant Requests!

You’re now ready to manage incoming grant requests using GIVINGtrax. Just refer nonprofits, schools, and folks asking on their behalf to your page in GIVINGtrax to submit their request (they’ll be directed to register). Their request will land on your dashboard and you’ll be notified.

  • Receive requests from nonprofits and schools you want to support
  • View the details, share with committee members, approve
  • Save time
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Connect to employees, other foundations, and one another!

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GIVINGtrax allows you to connect to your employees and members of the foundation so you can align your giving to what matters most! If you want to do more, add GIVINGtrax to your website as an i-frame. It’s easy – we provide the instructions and code to link!

  • Increase awareness and loyalty
  • Add the “We Give Back” widget to your facebook page and website