Grantmaking Toolkit

The smart way to build, review or refresh your grants program

This toolkit is designed to walk you through the process of building, reviewing or refreshing a grants program. The easy-to-follow stages will provide you with the necessary knowledge and systems to build and administer grants programs for maximum impact.

The toolkit will help with:

  • Key policy and operational decisions

  • Identifying key tasks, decisions and methods

  • Identifying (and avoiding) common problems

  • Building your own grants manual

  • Expressing unique elements of your grants program

Grantmaking Toolkit AU.pdf

Grantmaking Toolkit UK.pdf

Please click on the relevant PDF link above to download your PDF copy of the SmartyGrants Grantmaking Toolkit.


Stages and templates to guide your way

The toolkit takes you through nine crucial stages when it comes to an effective and efficient grants program including

  1. Plan and design

  2. Record keeping

  3. Identifying outcomes agents

  4. Assessment and decision-making

  5. Notification

  6. Agreements

  7. Monitoring

  8. Closing grants

  9. Evaluation

You also get access to 24 separate templates helping you tailor each of those stages to your organisation, from developing that program overview to a strategy to help you learn the lessons from each round.