Impactfully 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Impactfully

4.8

(6)

Pricing

Pricing available upon request

About Impactfully

Impactfully is a software as a service platform that operates in the cloud, specifically designed for private foundations. This software simplifies foundation management activities, enhancing efficiency. Operational dashboards, grants management, expense workflows, and reporting and analytics tools are among the features it offers.

This platform assists philanthropic teams in organizing their contributions and fostering collaboration. It provides tools to facilitate communication and task management for board members and staff. Impactfully consolidates all foundation-related information and activities into a single location. This centralization simplifies the management of the grant lifecycle, budget tracking, document management, and contact management.

Among the key features of Impactfully are impact planning tools. These tools help track the alignment of grants with causes. The software also provides a portal for nonprofit collaboration. Reporting features offer visibility into financials, grant details, and historical records. In summary, Impactfully combines grants management expertise, user-friendly technology, and insights to assist foundations in optimizing operations and...

Impactfully Screenshots

Impactfully Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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Impactfully Features

Popular features found in Grant Management
Applicant Tracking
Collaboration Tools
Contract/License Management
Document Review
Due Date Tracking
Financial Reporting
Grant Discovery
Payment Tracking
Reporting & Statistics
More features of Impactfully
Access Controls/Permissions
Accounts Payable
Accounts Receivable
Activity Dashboard
Activity Tracking
Administrative Reporting
Alerts/Notifications
API
Applicant Portal
Application Management
Approval Process Control
Audit Management
Audit Trail
Bank Reconciliation
Budget Control
Budgeting/Forecasting
Categorization/Grouping
Check Printing
Commenting/Notes
Compliance Management
Configurable Workflow
Contact Management
CRM
Customizable Fields
Customizable Forms
Customizable Questions
Customizable Reports
Customizable Templates
Data Import/Export
Deadline Management
Document Management
Electronic Submission
Email Reminders
Email Templates
Entry Management
Financial Management
For Grantmakers
Forms Management
Fund Accounting
General Ledger
Grant Application Management
Grant Award Tracking
Grant Management
Impact Measurement
Invoice Management
Invoice Processing
Mobile Access
Polls/Voting
Profit/Loss Statement
Project Accounting
Quotes/Estimates
Receipt Management
Recommendations
Recurring/Subscription Billing
Reminders
Role-Based Permissions
Search/Filter
Single Sign On
Status Tracking
Surveys & Feedback
Time & Expense Tracking
Workflow Management

Impactfully User Reviews

Overall Rating

4.8

Ratings Breakdown

83%

17%

Secondary Ratings

Ease of Use

4.8

Value for money

4.6

Customer support

5.0

Functionality

4.8

Have you used Impactfully and would like to share your experience with others?

Verified

Reviewer

Philanthropy

11-50 employees

Used weekly for more than 2 years

Review source

Reviewed February 2018

Easy grantmaking software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The team at Foundation Source is very responsive. The software is ease to use and repeat grantmaking becomes a breeze.

Cons:

Some things take too many clicks - and there can often be too many interfaces to deal with prior to doing what you want. Foundation Source might benefit from more simplification.

Constance D.

Verified reviewer

Philanthropy

Self-Employed

Used weekly for more than 2 years

Reviewed November 2023

Impactfully has helped create and maintain our foundation

I have been using Foundation Source's Impactfully for 12 years now. As the only employee of a small family foundation, Impactfully is basically my coworker :). It helps me to stay focused on relationships and the rest of my work. I'm so grateful to our advisor for facilitating legal advice, tax questions and making sure our grants go out and are recorded smoothly.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Being able to look up potential grantees, initiate payments and keep our grants organized has made such a difference in how we operate. Approving tax filings is so easy and I feel confident when it's done.

Cons:

No complaints! The interface has changed a few times, which is hard to get used to, but they are adding features that I end up using.

Jeffrey S.

Verified reviewer

Philanthropy

Self-Employed

Used monthly for more than 2 years

Reviewed November 2023

Axe-Houghton and Foundation Source

The Foundation's representative, [sensitive content hidden], is a pleasure to work with, making the overall experience a good one.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use prior to all recent updates/changes.

Cons:

I don't understand the name change nor the value of recent upgrades that made information more difficult to find.

Jessica O.

Verified reviewer

Non-Profit Organization Management

Self-Employed

Used daily for less than 2 years

Reviewed November 2023

Great Resource

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Streamlines my foundation system and simplifies the process

Cons:

Nothing! The cost is a little high but it is worth it

Nancy H.

Verified reviewer

Philanthropy

2-10 employees

Used monthly for less than 2 years

Reviewed November 2023

Impactfully Foundation Source is an invaluable resource for a new family foundation.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Impactfully Foundation Source provides valuable assistance managing our foundation's taxes, legal requirements, and compliance with federal and state regulations. Our client advisor consistently provides expert guidance and thoughtful feedback as we seek to leverage our foundation's assets to best achieve our mission. Impactfully serves as a resource for best practices offering webinars and articles on a wide variety of topics and it's comprehensive suite of services provides grantmaking support as well as expense tracking and document/report management.

Cons:

Thus far, we have been very happy with Impactfully Foundation Source.

Whitney S.

Verified reviewer

Law Practice

11-50 employees

Used weekly for less than 12 months

Reviewed November 2023

Great for Private Foundations