Grant management
for private foundations.
StewardFolio keeps grants, grantees, and foundation records organized from recommendation through reporting - without the spreadsheets, email chains, or year-end scramble.
Grant tracking
Recommendations, approvals, and reporting notes stay connected to one record.
Foundation records
Grantees, programs, decisions, and review details live in one workspace.
CPA-ready records
Prepare grant details for CPA review and Form 990-PF support.
From recommendation to 990-PF.
One thread, three moments.
Capture every grant decision in context
Grantee, program, request amount, purpose, and review notes - recorded once, surfaced everywhere downstream.
See recommend in action →Review with the board, not after them
Reviewers score in-app, attach board memos, and approve in one click. Decisions auto-log to the grant record.
See approve in action →990-PF Part XV in two clicks
Grants paid, purpose statements, and grantee EINs roll up automatically. Hand the file to your CPA.
See report in action →Built for the work foundations
actually do.
Every feature shaped by family foundations, board secretaries, and the CPAs who close their books.
One record per grant - recommendation, decision notes, attachments, and reporting all in one place.
Mission fit, capacity, outcomes, budget. Reviewers score in-app against your foundation's rubric.
EIN, public-charity status, prior grants, contact history. Pub 78 lookup runs automatically.
Group grants by program area. Track allocation against your annual giving plan, by quarter.
Grants paid, purpose statements, and EINs auto-classified. Hand the export to your CPA.
Award letters, board memos, grantee reports. Filed against the grant record, searchable across years.
Bring your foundation into one workspace.
Onboarding takes a Tuesday. We import your grant history, set up your fiscal calendar, and your team is operational by Friday.