Power the grant life cycle

The RSM Grants Management System (GMS) is a comprehensive software solution built on the Microsoft Dynamics 365 platform. GMS reduces manual staff activities, empowering organizations to spend more time focused on their mission and value-added outreach.

The RSM grants solution is an integral part of Microsoft Cloud for Nonprofit, a tool designed for grant-making organizations. It leverages the Microsoft Power Platform to provide automated and flexible solutions for any organization that needs to approve and track outgoing funds and integrates with enterprise resource planning solutions for financial processing and reconciliation.

Unleash the Power Platform

Every organization strives to reduce staff time spent on repetitive tasks. GMS utilizes powerful native tools, including Microsoft Power Automate and the Power App portals, to reduce staff workloads and provide great constituent experiences.

• Power portals provide easy access and information to grantees and partners, reducing manual requests to staff.
• Automated scheduling and communications reduce staff time spent on basic funding partner interactions, freeing up critical time for higher-value activities.
• A fully automated approval engine keeps track of approval processes and pushes projects forward through the grant life cycle.

All elements of the system are extremely customizable, allowing organizations to support and maintain their own system.

Fund management, funding flow and reimbursement activity

GMS supports the management of complex co-funded programs in which different departments and teams collaborate to fund and deliver program objectives. The solution allows your organization to make critical data-driven decisions and better understand funding activity. Your organization will be able to:

• Create budgets for any period, with flexible, hierarchical funding structures
• Renew agreements and carry forward funds to future periods
• Manage contractor and consultant payments based on actual project performance
• Automate invoicing and time-based drawdowns
• Generate detailed transaction summaries and fund-balance reports
• Offer a choice of fund distribution through ACH, Zelle or check

What types of organizations use GMS?

Private foundations

Manage investee and investment pipelines

• Track service providers
• Impact investors

Community foundations

• Donor-advised fund management and applications
• Community funds and initiatives

Charities

• Give out scholarships, grants and loans
• Integrate with Microsoft Fundraising and Engagement for donor activity

Public foundations

• Enforce fund-matching guidelines
• Establish rates for services that carry through into financial reporting