Temelio is an end-to-end grants intelligence software solution designed for grantmakers such as family foundations, universities, and private foundations. The cloud-based system provides an intuitive interface for foundation operations. It acts as a one-stop shop for all foundation operations by including: an easy interface for grantees (i.e., grant portal), comprehensive records for the foundation (i.e., applicant and grantee database/CRM), proposal review and approval workflow, data analysis and reporting, and an embedded communications tool for all applicant and grantee communications. By prioritizing a frictionless grantor experience and trust-based philanthropy, Temelio saves users hours of administrative work each week while empowering changemakers with tools to increase their impact.
CRM & relationship history
The platform maintains a complete database of all applicant and grantee records. This feature allows grantmakers to view historical relationships, including past interactions and awarded amounts for each grantee. Every profile centralizes documents, notes, grant summaries, and other important records. Plus, the universal search feature lets grantmakers instantly find specific organizations, files, and comments.
Customizable dashboard
Grantmakers can gain a high-level view of their operations and impact through a customizable dashboard, featuring:
- Real-time application pipelines that show exactly where proposals sit in the review and approval workflow
- Actionable internal tasks, such as pending application reviews and nomination approvals, to keep the grantor’s team on track
- Grantee tasks like upcoming reporting deadlines and pending requirements to ensure a frictionless experience
- Budget utilization tracking and live progress toward grantmaking goals
- Scheduled disbursements and upcoming payments for improved financial oversight
Frictionless grantee portal
Temelio offers an intuitive, easy-to-use interface designed to capture key information and provide a positive application experience that respects grantees’ time. Its trust-based design creates frictionless workflows and increases visibility of current grant opportunities. Nonprofit applicants can leverage real-time application status tracking, automated deadline reminders, and the ability to reuse data or auto-fill information from Candid to save time.
Integrated communications
Temelio eliminates the need for external email chains with embedded communication tools. Grantmakers can add internal notes for team members, collaborate with grantees alongside their applications, and email applicants in bulk as needed.
Data & reporting
Operating as a comprehensive grants intelligence platform, Temelio’s reporting capabilities allow grantmakers to move beyond basic tracking to visualize their grants’ full impact. Users can leverage pre-built reports or pull any data point within Temelio to create custom reports tailored to their needs. Key reporting components include:
- Dynamic dashboards: Real-time visualizations of multi-year giving and budget utilization
- Custom reports: The ability to create reports based on program areas and regions
- Grantee mapping: A visual tool to track funding distribution geographically
Automated compliance
Temelio integrates with Candid to streamline the research and vetting process. This feature helps in two key ways:
- Charity Check allows grantmakers to instantly verify if an organization is in good standing with the IRS.
- Applicants can pull their existing financial and program data directly from Candid to simplify their applications.
Advanced AI features
Temelio offers an AI assistant for grant proposals. It centralizes a grantee’s past responses and auto-suggests them for new applications, eliminating repetitive data entry and reducing administrative time for nonprofits. Beyond this, Temelio provides AI-powered nonprofit due diligence, AI summaries, and an MCP connector, ensuring that the best-in-class AI tools are integrated into the system.Temelio integrates with Candid to streamline the research and vetting process.
Automated compliance
As mentioned, Temelio has seamless connections with platforms like Candid for auto-filling data and running IRS Charity Checks. The platform also includes native integrations with accounting software like QuickBooks, BILL, Sage Intacct, and Plaid. Beyond this, Temelio integrates with Salesforce, MailChimp, WordPress, Claude, and ChatGPT to ensure that all systems a foundation might use speak to one another. For custom integrations, clients can purchase Temelio’s API and build any integration needed.
