# Impactfully Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Impactfully Software - reviews, pricing plans, popular comparisons to other Grant Management products and more.

Source: https://www.capterra.com/p/92660/Foundation-Source/alternatives

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# 

 Impactfully Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

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How Capterra ensures transparency

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Impactfully

## What is Impactfully?

As the nation’s largest provider of cloud-based SaaS solutions and management services for private foundations, they’re a trusted source for philanthropic expertise. Their purpose-built platform, Impactfully, seamlessly handles operational, grantmaking, expense and reporting functions, and is complemented by a suite of professional services including foundation formation, fund disbursement, compliance review and tax preparation.

## What is Impactfully used for?

[Grant Management](https://www.capterra.com/grant-management-software/)[Nonprofit Accounting](https://www.capterra.com/nonprofit-accounting-software/)[Employee Engagement](https://www.capterra.com/employee-engagement-software/)

Overall rating

Based on 6 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Impactfully?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.foundationsource.com&name=Impactfully)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Impactfully

4.8 (6)

VS.

[4.7 (36)](https://www.capterra.com/p/232111/RQ-Awards/reviews/)

Starting Price

Contact vendor

Starting Price

$1275

Other, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.8 (6)

Ease Of Use

4.7 (36)

Value For Money

4.6 (5)

Value For Money

4.7 (35)

Customer Service

5.0 (6)

Customer Service

4.9 (36)

## Impactfully alternatives

Highest Rated

[4.8 (398)](https://www.capterra.com/p/158382/Submittable/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.8 (193)](https://www.capterra.com/p/148148/Award-Force/reviews/)

Starting price

$2500.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.3 (608)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.6 (73)](https://www.capterra.com/p/140294/OpenWater-Awards/reviews/)

Starting price

$5100.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Grant Award Tracking

4.8 (5)

40.00% of 5 reviewers that rated this feature as important or highly important

Track grant submission requirements, deadlines, and financial documentation for awarded grants

Activity Tracking

4.7 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

Customizable Fields

4.7 (3)

0.00% of 3 reviewers that rated this feature as important or highly important

Customize data fields to support various needs and use cases

Customizable Questions

4.7 (3)

0.00% of 3 reviewers that rated this feature as important or highly important

Tailored or customizable questions for more targeted and relevant data collection

Due Date Tracking

4.3 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Grant Application Management

4.3 (3)

33.33% of 3 reviewers that rated this feature as important or highly important

Track and manage the status of grant applications

Impactfully 69 features

Define levels of authorization for access to specific files or systems

Track money owed to a company's creditors/suppliers

Track outstanding invoices and the money owed from clients

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Gateway through which end users can update personal information, track their applications, and more

Find and manage potential candidates and their applications and resumes through the recruiting life cycle

Track, manage and store the applications of potential future members, customers or candidates

Manage the process of evaluating documents or requests submitted for approval

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

A record of all activities within the system, including user access, changes made, etc.

Compare and match accounting/financial records with corresponding bank statements

Manage and monitor spending to align with the financial constraints or goals

Create budgets based on historical data and future projections

Organize and group data or items based on various criteria

Print paychecks issued to confirm payment of wages or salary

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Track and manage adherence to policies for any service, product, process, or supplier

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Customize data fields to support various needs and use cases

Customize contracts and forms to collect specific information

Tailored or customizable questions for more targeted and relevant data collection

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Import and export data to and from software applications

Specify or track the date/time a project, task, etc., is due for completion

Store, manage, and track all electronic documents in a centralized location

Review and analyze existing information across documents

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Reminders sent via email

Pre-made examples and templates for emails

Manage entry processes via custom forms

Plan, manage, and track the financial activities of an individual or organization

Generate reports to assess the financial performance of an organization

Software designed for grantmakers

Store, manage and track all forms in a centralized location

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Centralized accounting record which tracks all financial transactions

Track and manage the status of grant applications

Track grant submission requirements, deadlines, and financial documentation for awarded grants

Automatically search funding sources and alert uses when grant opportunities arise

Monitor application statuses, proposals and award funds

Collect data to measure/track the positive impact an organization, nonprofit, or program has on social, environmental, or other groups.

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creation, processing, verification, and execution of invoices till the payment is made

Access software remotely via mobile devices

Track sent and received payments, invoices, and bills.

Enable custom polls/voting to facilitate decision-making or increase engagement

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Manage and track financials on a project-to-project basis

Generate quotes or estimates for customers

Upload, track, and submit receipts in a central database

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Search and filter data across systems to locate required information by entering keywords or certain criteria

Allow users to access multiple services after entering their login credentials once

Track the status over time for a request, process, asset, or transaction

Gauge satisfaction and receive information for improvement and success

Log and record hours worked and costs spent to assist in billing and invoicing

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.8 (6)

4.8

Based on 6 reviews

## Pricing

Value for money

4.6 (5)

### Starting price

Contact vendor  
for pricing

Free trial  
not available

Value for money

4.6 (5)

4.6

Based on 5 reviews

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

5.0 (6)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

5.0 (6)

5.0

Based on 6 reviews

## User reviews

Overall rating

4.8

Based on 6 reviews

Filter by rating

5(5)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

JO

Jessica O.

President Executive Director

Non-Profit Organization Management

### "Great Resource"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

November 7, 2023

Pros

Streamlines my foundation system and simplifies the process

Cons

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

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

NH

Nancy H.

Co-President

Philanthropy

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

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 6, 2023

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

WS

Whitney S.

Firm Bookkeeper

Law Practice

### "Great for Private Foundations"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 6, 2023

Pros

The access to our rep. with any questions I may have. Donna is amazing!

Cons

Nothing, I am very happy with the product and the staff.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JS

Jeffrey S.

President

Philanthropy

### "Axe-Houghton and Foundation Source"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 5, 2023

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

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

CD

Constance D.

Director

Philanthropy

### "Impactfully has helped create and maintain our foundation"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 2, 2023

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.

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Donor & Community Engagement

Philanthropy

### "Easy grantmaking software"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

0/10

February 9, 2018

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.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)