Paperless Grantmaking Resources

Use the following resources to make your paperless grantmaking practices more effective.

Paper Diet (report and presentation)

Paperless Cost Calculator

Guide to Streamlining Series (reports)

Project Streamline Champions Toolkit

Project Streamline Cheat Sheet

Drowning in Paperwork, Distracted from Purpose (report and webinar)

Practices Matter

Assessing the How of Grantmaking (report)

Board Books Online: Paperless and On the Go (webinar) Members Only! Log into the Knowledge Base to access this resource.

Online Systems – The Promise and the Peril (blog post)

A Radical Proposition: Say Goodbye to Budgets (blog post)

Communicating Effectively with Applicants and Grantees (newsletter article)

Grantmakers, Go On—Ask! (blog post)

Ask Dr. Streamline: Language Audit (blog post)

It’s Always a Good Time to Right-Size (blog post)

Wire Transfers and Check Requests (2 sample documents) Members Only! Log into the Knowledge Base to access this resource.

2014 Grantmakers Information Technology Survey Report

A Consumers Guide to Grants Management Systems

“Disruptive Technology, Data, and the Future of Philanthropy” GMNsight, Issue 1, August 13, 2012

Reliance Criteria for Private Foundations and Sponsoring Organizations from the Internal Revenue Service

The Electronic Signatures in Global and National Commerce Act (E-Sign Act) (from the Federal Deposit Insurance Corporation (FDIC))

Document Retention Policies for Nonprofits (from the National Council of Nonprofits)

Third-party Software