Many organizations using legacy platforms, spreadsheets or outdated grants management software find themselves held back by clunky workflows, manual data entry and limited reporting. If this sounds familiar, you’re not alone. The good news? Moving to a smarter, more scalable grants management software doesn’t have to be disruptive, time-consuming or risky. With the right partner, it can be one of the most impactful upgrades your program makes.
At Benevity, we’ve guided hundreds of organizations, from global financial institutions and energy giants to fast-growing tech firms and retail brands, through seamless transitions to our modern grants management software. Whether you’re moving from a complex enterprise system, a custom-built tool or even a stack of spreadsheets, our proven approach ensures your migration is smooth, efficient and sets you up for long-term success.
Why organizations choose Benevity as their grants management software
When evaluating grants management software alternatives, teams often ask: will implementation take months? Will my team struggle to adopt it? Will I lose valuable historical data? Benevity was built to address these challenges head-on.
Experience you can trust
We bring deep, real-world expertise in grants management software migrations across industries including financial services, energy, insurance, retail and technology. Whether you’re running a single grant program or managing a complex, multi-region operation, our team understands the nuances of corporate and community grantmaking — and how to future-proof your operations.
A dedicated team at your side
When you work with us, you’re not alone. Your transition will be guided by a dedicated Benevity Project Manager and Implementation Consultant, backed by technical experts and client success teams. Together, we’ll:
- Understand your goals, current system setup and pain points.
- Design your new solution with industry best practices built in.
- Configure and test the platform collaboratively, with demos and checkpoints.
- Deliver tailored training so your administrators and users feel confident from day one.
This isn’t a one-size-fits-all rollout, it’s a partnership.
Flexible, client-centered approach
We combine structure with agility. You’ll receive a clear implementation roadmap, but with built-in flexibility to iterate based on your feedback. This hybrid model ensures your final solution isn’t just functional, it’s perfectly aligned with your mission, workflows and culture.
Technical considerations: what to expect during your grants management software transition
Switching software shouldn’t mean starting from scratch. Here’s how we make the technical side effortless:
Platform adoption
The Benevity platform interface is designed for rapid adoption and ease of use, enabling most new users to get up and running within just a few hours. Even for more complex programs, users typically achieve proficiency after just 1–2 focused working sessions, supported by a live walkthrough and hands-on guidance.
Strategic solution design
We don’t just migrate your data, we help reimagine your program. Our consultative approach helps you move beyond replicating old processes. Instead, we provide best practice solution design to ensure you are getting more value out of the Benevity platform from day one.
Quality assurance
Every configuration goes through rigorous checks: validating applications, workflows, user permissions, integrations, automated triggers and notifications. These are all tested to ensure accuracy and reliability.
Hands-on testing and ongoing training
Before you go live, you’ll have access to a sandbox environment to safely test scenarios in your solution risk-free. We encourage hands-on testing to build confidence and fine-tune details. Training is provided prior to go-live by our Implementation Consultant. To support ongoing training, we also offer a comprehensive Help Center, tailored training resources and ongoing client support, so learning never stops. This ensures every team member — not just power users — ramps up quickly, confidently and with minimal friction.
Secure, structured data migration
We know your history matters. That’s why we provide structured templates and step-by-step guidance and processes for importing historical granting data into your new grants management software — preserving insights without the manual lift. No more lost data or rekeying years of records.
Support that extends beyond launch
Your journey doesn’t end at go-live. Our Professional Services, Client Success Management and Client Technical Support teams stay engaged and remain by your side, providing ongoing strategic and operational support. That way, your program keeps evolving and improving long after the transition is complete. Many clients tell us that post-launch support is where Benevity truly shines — turning a software implementation into a long-term strategic partnership.
Real-world results: the Motorola Solutions Foundation story
Take Motorola Solutions Foundation, for example. After 17 years on a legacy platform that couldn’t keep up with their strategic goals, they needed a modern grants management solution that could migrate decades of data, meet a hard launch deadline and reduce administrative burden — all without disrupting their community partnerships.
With Benevity, they launched on schedule, improved applicant alignment, automated reporting and unified their grants program with employee giving. See how they did it in the full Motorola case study.
Why Benevity stands out among grants management software options?
While many platforms promise ease of use, few deliver on the full lifecycle of support, scalability and impact. Here is what sets Benevity apart:
- Proven trust: With over $18 billion in grants managed on our platform and our Net Promoter Score is more than double the SaaS industry average — we prioritize your success, not just software delivery.
- Built for growth: Simple enough for small teams to adopt quickly and use from day one, but powerful enough to scale for global enterprises with multi-currency, complex compliance and multi-program needs.
- Measurable outcomes: Clients consistently report time savings, stronger nonprofit relationships, reduced costs and more actionable insights after switching to our grant management software.
- Unified impact: Benevity integrates seamlessly with employee giving, volunteering and impact measurement — so your grantmaking doesn’t operate in a silo, but as part of a unified strategy for social impact.
Ready to make the move?
Switching your grants management software may feel like a big step — but with Benevity, it’s a step forward. We remove the friction, uncertainty and risk so you can unlock the full potential of your programs and focus on what matters most: making a meaningful impact in your communities.
Don’t let fear of transition hold you back. With expert guidance, rapid onboarding and a platform designed for real-world use, the switch is not only simple, it’s transformative.
Discover how easy grants management can be. Schedule a demo or contact our team today.
