Foundation Grant Compliance/Management

New Client Application - Foundation Grant Compliance/Management
Boyd Grants ensures foundation grant compliance by managing all aspects of grant adherence, from proper fund usage to detailed reporting. This includes following grant terms, ensuring expenses meet allowability standards, and meeting all documentation and reporting requirements. By monitoring spending, recording project activities, aligning charges with timesheets, and training staff, Boyd Grants supports accountability and enhances transparency, improving likelihood of future funding success.

Please answer the questions below to help Boyd Grants learn about your organization. The information you provide here will help Boyd Grants evaluate whether we can help your organization at this time.
Organization Information
Organization Name*
Primary Contact Name*

First NameLast Name
Email Address*
example@example.com
Organization Physical Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number*
Please enter a valid phone number.
Organization Type (e.g., Nonprofit, Municipality, Higher Education, etc.)*
Mission and Focus Areas: Briefly describe your organization’s mission and primary activities:*
Current Grant Management Processes
Does your organization currently manage foundation grants?*

YesNo
If yes, how many active foundation grants are you managing?
What is the total funding amount of the foundation grants under your management?*
Do you have a designated grant manager or compliance officer?*

YesNo
If yes, what is their title or role in the organization?
Briefly describe your current approach to managing foundation grant compliance (if applicable):*
Examples: Tracking expenses, reporting schedules, staff training, etc.
Compliance and Management Needs
What challenges are you currently facing in managing foundation grants?*
What specific compliance issues, if any, are you struggling with? *
e.g., allowability of expenses, reporting, documentation)
What goals do you hope to achieve by partnering with Boyd Grants for compliance and management services?*
Are there specific areas of grant compliance or management (e.g., expense monitoring, staff training, reporting) where you need the most support?*
Documentation and Processes
Do you currently use any grant management systems or tools?*

YesNo
If yes, please specify:
Are you able to provide Boyd Grants access to the following documents for compliance management? (Select all that apply):*

Grant Agreements or ContractsApproved BudgetsTimesheets for Grant-Funded StaffCurrent and Past Reports Submitted to FundersOther Documentation (please specify):Comments:
Engagement Readiness
Can your organization assign a primary liaison to work with Boyd Grants throughout the engagement?*

YesNo
Are you able to provide Boyd Grants with access to key personnel (e.g., finance, project managers, etc.) for discussions and training?*

YesNo
Are you prepared to participate in a monthly check-in schedule and comply with reporting deadlines?*

YesNo
Additional Information
Is there any additional information you would like to share about your grant compliance or management needs?*
Working with Boyd Grants
Boyd Grants complies with the ethical standards set forth by the Grant Professionals Association and will not accept a percentage of a grant award as compensation for grant writing. Payment for grant services must be made from other revenue sources your organization has secured. Will this payment structure work for your organization?*

YesNo
GPA Code of Ethics
What questions do you have for us?*
How did you hear about us?*
Acknowledgment
By submitting this intake form, I confirm that my organization understands the scope and requirements of the Foundation Grant Compliance/Management package and is ready to proceed with the engagement as outlined.
What Happens Next
Boyd Grants will review your application and be in touch with you within a few days to discuss next steps.
Please verify that you are human*
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New Client Application - Foundation Grant Compliance/Management

Organization Information

Current Grant Management Processes

Compliance and Management Needs

Documentation and Processes

Engagement Readiness

Additional Information

Working with Boyd Grants

Acknowledgment

What Happens Next