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South Baltimore Gateway Partnership

Salesforce Grant Management for a Municipal Community Partnership

SBGP migrated more than $63 million in historical grant disbursements to Salesforce, bringing its entire grant lifecycle into one system.

The Challenge

South Baltimore Gateway Partnership (SBGP) helps city government reinvest casino revenue into grants, capital projects, and services that improve quality of life in the community.

To accomplish this vital work, SBGP manages millions of dollars in grants across environmental sustainability, health and wellness, community development, and revitalization projects. But for years, the information needed to manage those grants lived in different systems.

Applications came in through Submittable. Awards, disbursements, and expenditures lived in QuickBooks. Reviewer scores, board and committee rosters, grantee contacts, and reporting were tracked elsewhere.

The result? A grant operation without a single source of truth. Staff couldn’t see a grant’s lifecycle in one place. They had to manually cross-reference financial and program data, creating extra work and more opportunities for errors.

kayakers paddling on a calm lake

To bring SBGP’s grant management process into a single platform, we needed to answer four key questions:

  • How do we bring years of application, financial, and reporting history into one system without losing the connections between them?
  • How do we integrate online applications with the system to eliminate manual re-keying?
  • How do we track the full grant lifecycle, from application through review, award, disbursement, and final reporting, all in one place?
  • How do we tie every dollar disbursed back to both the grant and the organization's chart of accounts?

 

Our Solutions

We leveraged Salesforce and Titan, migrating SBGP’s legacy data and bringing the grant lifecycle into one integrated system that’s built for visibility at every stage.

Titan Implementation with Salesforce

  • We built a grant management system on Salesforce using the Outbound Funds Module and Nonprofit Success Pack, moving SBGP’s full grant program onto one platform.
  • We replaced Submittable with Titan’s online application forms, which integrate with Salesforce so new applications become Funding Requests upon submission—no manual re-keying required.

Data Migration

  • We moved years of legacy grant history out of Submittable and into a TitanWeb-based portal. This included migrating over 520 community grant applications, 460 grant reports, and a host of reviewer scorecards, all while preserving the links between them.
  • We uploaded the organization's QuickBooks financial history as structured Disbursements and Expenditures records, each tied to the correct grant and mapped to the organization's chart of accounts.

Automations & Grant Workflows

  • We modeled the board of directors, its committees, proxies, and grantee organizations as connected contacts and affiliations, then automated contact creation so the right contact records are created and linked as applications are submitted.
  • Using TitanSign, we automated the grant-agreement signature process so the correct board chair or executive director receives the agreement for e-signature every time.
  • To support ongoing management, we built grantee and reviewer portal access and data-validation reporting.

The Results

Streamlined Grant Management

  • SBGP now runs its entire grant program from one system, with the full lifecycle of every grant visible in one place.
  • Grantee application data now flows automatically from each online application into Salesforce, saving time and eliminating errors from manual data entry.
  • Grant agreements now reach the correct signer automatically, removing a recurring source of confusion in the process.

Improved Reporting

  • SBGP has migrated more than $63 million in historical disbursements to Salesforce, each tied to the correct grant and organization, greatly improving SBGP’s long-term reporting capabilities.
  • Staff can see funds awarded versus funds spent, greatly improving accuracy and removing the need for manual reconciliation.

It's such a vast improvement over what it was before, in how automated things are and how much can happen concurrently that used to squeeze the grants team at the end. They would be getting reviews back from the board the week of the big grant review and then putting together this disgusting spreadsheet, and that no longer has to happen.

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