Corporate Giving & Grantmaking Features | Engage: Powered by Platform3

A tailored solution to meet your every requirement

From foundation grants to disaster relief, Engage can be completely configured to how your process works. Remove bottlenecks by automating your unique processes and reduce your team’s administrative burden.

Quickly build robust, dynamic, and branded application forms
Effortlessly share and assign applications as they are submitted
Control all your grantmaking and giving data in one central place
Invite collaborators and manage as many user roles as needed
Create fully configured disaster relief grants in minutes
Automate repeated processes to save time – from emails to tracking payments
See the numbers and metrics that matter – from any angle, at any detail
Visualize real-time data in interactive dashboards
Unlock your true impact and share your story with quick, seamless reporting

Streamline your grant application process – from eligibility to submission

Provide your applicants with a tailored and more intuitive submission process that minimizes administrative headaches for everyone.

Simplify how applicants submit their information, all from one place
Make applying faster by pulling up-to date details from the IRS and other vetting services like Guidestar by Candid and Charity Navigator
Add more robust eligibility screening with watchlist scanning services by LexisNexis or CSI Web
Offer access to personalized portals for every applicant to centralize all their submissions
Customize notifications to ensure applicants never miss deadlines or new opportunities

Simplify the review process and approve funding faster

Reduce unnecessary extra steps by automating the review process and empower your reviewers with easy access to all the tools and information they need.

Easily schedule review and board meetings with built-in meeting manager tools
Share and approve submissions through personalized portals for reviewers to access anywhere, anytime
Search submission details and history in a couple of clicks
Quickly add scores or comments to assigned reviews
Preview the entire submission and any multimedia files from any browser
Sign off on decisions fast with digital signature options from DocuSign, Adobe Sign, and SignEasy

Capture meaningful insights from analytics and reporting

Aggregate data across programs to capture the full impact of your contributions by giving area, type, region, department, and more.

Build custom reports that can pull any data point within Engage
Visualize all your giving data on dashboards, interactive charts, and maps
Push your giving and grantee data easily into business intelligence tools like Tableau and PowerBI for even further analysis

Learn about Reporting

Features

Corporate Giving

Take the complexity out of managing diverse corporate giving programs while ensuring your grantmaking dollars go to the best qualified and effective organizations.

About Corporate Giving

Employee Giving

Streamline every step in your employee workplace giving programs, so you can better align your company’s values with the generosity of your people.

About Employee Giving

Volunteer Management

Free your teams from the logistics of managing volunteer programs and focus on engaging your people to drive real impact in the community.

About Volunteer Management

Matching Gifts

Make the matched giving experience even easier and rewarding for your employees with a streamlined, easy-to-administer program that follows your guidelines and matching ratios.

About Matching Gifts

Employee Volunteer Grants

Inspire and further incentivize your employees for taking action on the causes most important to them with a streamlined Dollars for Doers program that's easier to administer.

About Employee Volunteer Grants

Fundraising & Donations

Simplify launching, promoting, and measuring your company’s fundraising efforts in any language or currency.

About Fundraising & Donations

In-kind Giving

Focus more on the impact your in-kind giving program can provide instead of the challenges that come from administering it end-to-end.

About In-kind Giving

Sponsorships

Take your sponsorships to the next level by delivering more community impact to your partners and their causes.

About Sponsorships

Employee Assistance Funds

Support your people in times of financial hardship through an Employee Assistance Fund.

About Employee Assistance Funds

Reporting Impact

Measure the collective impact of your contributions with robust reports, dashboards, and maps using real-time data.

About Reporting Impact

Goals Tracking

Effectively track all your CSR and company-wide giving efforts against goals, such as the UN’s Sustainable Development Goals (SDGs).

About Goals Tracking

Features: Corporate Giving & Grantmaking

Discover our all-in-one solution built to streamline corporate giving programs and maximize philanthropic impact.

Reduce the administrative burden of managing corporate giving programs by simplifying your processes with automation. Empower your teams to focus more on amplifying your giving impact in communities, and less on managing the process.

A tailored solution to meet your every requirement

Streamline your grant application process – from eligibility to submission

Simplify the review process and approve funding faster

Capture meaningful insights from analytics and reporting