Historical Data Templates

To get your organization started using PhilanTrack, we will be happy to import your organization’s historical grants data.Please use these Excel templates to provide your historical data to us. To prepare the historical data, download the three templates below, along with the instructions, and complete the required information.

Once you have completed the templates, email them to use at ptsupport@altum.com and we’ll import your grants and funders into PhilanTrack.