Case Study: William Penn Foundation streamlines $150M grant distribution with Conga Composer

William Penn Foundation streamlines distribution of $150M grant funds with Conga Composer

William Penn Foundation, a philanthropic organization serving the Greater Philadelphia region, needed a faster way to manage a complex grantmaking process involving nearly 300 new grants a year, $150M in annual grant payments, and hundreds of interim and final reports. Its manual, Salesforce-based workflows for reviewing applications, sending award notices, and producing budget reports were time-consuming and created bottlenecks.

Conga implemented Conga Composer and Batch to automate document generation, bulk communications, and reporting. The result was streamlined grant review and applicant responses, real-time budget visibility, and faster disbursements; tasks that once took hours or a full day can now be completed in minutes.

William Penn Foundation

Samantha Shain

Data Solutions Manager