Dashboard
Total Grants Tracked
In pipeline database
Active Opportunities
Open status
Submissions
Submitted grants
Readiness Score
72%
Upcoming Deadlines
Next 90 days
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Quick Actions
Common workflow steps
Grant Opportunity Search
Filter and match grants from the database
Org Profile Match Auto-match using loaded org profile tags & region
Matched Opportunities
Grant Funder Amount Deadline Region Tags Score
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Run a search to see matched grants
Draft with Ava
AI-assisted grant narrative generation
None selected — go to Grant Pipeline and click Draft
Drafting Notes

Human review required. Ava drafts are a starting point — not final submissions.

Before using any draft:

  • Verify all facts and figures
  • Confirm eligibility details
  • Review budget numbers
  • Adjust mission language to match funder
  • Get client approval before submitting
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No draft yet
Select a grant ID and click Generate with Ava
Submission Tracker
Grant ID Applicant Organization Status Submitted Notes
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No submissions logged yet
Changes are saved to the database and used in all grant matching and draft generation.
Legal & Identity
Official organizational details used in grant applications
Status:
Mission & Service
Defines what CCRC does and who it serves
Status:
Leadership & Governance
Required by most grant applications
Status:
Impact & Partners
Outcomes data and network used to strengthen applications
Status:
Approved Language Bank
Reusable blocks pulled into every grant draft — mark each block when reviewed and approved
Internal Notes
Each program profile feeds draft generation. Fill in the grant-ready description — that's what Ava pulls first.
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No programs yet — add your first program above
Active grant pursuits. Click "Pursue" on any pipeline grant to open a workspace. Check off items as you complete them.
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No active pursuits — click Pursue on any grant in the pipeline
Grant Readiness Checklist
Documents and materials required for most grants
Readiness Score
72%
Grant readiness
Missing Documents
Next Steps
  1. Gather IRS determination letter
  2. Prepare current board list
  3. Compile 3 years of financial statements
  4. Draft program description for each active program
  5. Collect impact metrics and success stories
Import Grant URLs
Paste URLs to store grant opportunities in the database
Separate tags with semicolons: youth;health;dfw
Import Notes

The importer fetches each URL and extracts grant metadata where possible. Best results come from:

  • Direct grant opportunity pages
  • Foundation grant portals
  • Government grant listings
  • Nonprofit funder program pages

After importing, search the pipeline to review extracted data and fill in any missing fields manually.

Always verify eligibility and deadlines before adding a grant to the active pipeline.