A grant report is due in three weeks and the numbers live in four places. This live Taskade Genesis app keeps them in one: every gift and grant logged with its restriction, every pound of programme spend coded to the fund that paid for it, and a dashboard your board and your funders can both read without a translation layer.
What's Included
- Income Ledger: Gifts, grants, and earned income with donor, date, and designation
- Restricted Funds: Restricted and unrestricted held separately, the way an auditor expects
- Programme Spend: Costs coded to the programme and the fund that covers them
- Grant Milestones: Reporting deadlines and conditions tracked against each award
- Board View: A summary page that answers the finance questions before they are asked
How To Use It
- Clone the live app above and set up your funds and programmes.
- Load this year's income with its designations.
- Code programme spend as it happens rather than at reporting time.
- Add an automation that flags a grant report 30 days before it is due.
- Share the board view ahead of the meeting instead of building a deck.
Pair it with the donor CRM generators for the relationship side, the event portal generators for fundraisers, and the finance generators for the wider cash picture.