Practical Guide11 min read

Step-by-Step Guide to Tracking Grant Deadlines (Including SMS Reminders)

Learn proven systems to never miss another grant deadline, including automated SMS alerts that have saved nonprofits from losing hundreds of thousands in funding opportunities.

The $250,000 Mistake

A youth development nonprofit in Atlanta spent 40 hours writing a foundation proposal for $250,000. They missed the 5pm deadline by 3 hours because it was buried in a spreadsheet. The foundation doesn't accept late submissions.

This story isn't unique. Studies show that 15-20% of grant seekers miss at least one deadline per year due to poor tracking systems.

Why Deadline Tracking Fails

Most nonprofits use one of three flawed systems:

❌ System 1: Email Folders + Calendar Invites

Why it fails: Deadlines get buried in 200+ emails. Calendar events don't update when deadlines change. No central visibility for teams.

Risk Level: HIGH

❌ System 2: Shared Spreadsheets

Why it fails: Requires manual updating. No automated reminders. Easy to forget to check. Version control issues with multiple editors.

Risk Level: MEDIUM-HIGH

❌ System 3: Memory + Sticky Notes

Why it fails: Obvious. You're human. Humans forget things, especially during busy periods or staff transitions.

Risk Level: EXTREME

The 3-Tier Deadline Tracking System

Here's a proven system that ensures you never miss deadlines, even during staff changes or busy seasons:

Tier 1: Central Database (Required)

Purpose: Single source of truth for all grant deadlines, accessible to entire team

Option A: Grant Management Software (Recommended)

Platforms like Expirely automatically track deadlines, sync with calendars, and send team notifications.

Pros: Automated, centralized, team-friendly, integrates with applications

Option B: Dedicated Deadline Spreadsheet

If budget doesn't allow software, create a shared Google Sheet with: Funder Name, Deadline Date, Days Until Due, Application Stage, Owner

Cons: Manual updates required, no automated alerts, prone to errors

Tier 2: Automated Email Reminders (Highly Recommended)

Purpose: Proactive notifications sent to responsible team members at key intervals

Recommended Reminder Schedule:

  • 30 days out:"Start preparation" reminder with checklist of required materials
  • 14 days out:"First draft deadline" for internal review cycles
  • 7 days out:"Final week" warning with submission checklist
  • 48 hours out:"Urgent: 2 days remaining" escalation to team leads
  • Day of:"DEADLINE TODAY" final reminder at 9am

💡 Pro Tip: Expirely and most grant software send these emails automatically. If using spreadsheets, set up Google Calendar events with email notifications at each interval.

Tier 3: SMS Text Alerts (Game-Changer)

Purpose: Instant, impossible-to-miss notifications for critical deadlines

Why SMS Alerts Work Better Than Email:

📧 Email Reminders:

  • • 23% average open rate
  • • Gets lost in inbox noise
  • • Checked 2-3x per day
  • • Easy to dismiss/delete

📱 SMS Text Alerts:

  • 98% open rate within 3 minutes
  • • Creates audible/vibrate notification
  • • Phone always nearby
  • • Feels more urgent than email

When to Use SMS vs Email:

Use SMS for:

  • • 48-hour warnings (high urgency)
  • • Day-of deadline reminders (critical)
  • • Proposals over $50K (high stakes)
  • • First-time applicants with low success tolerance

Use Email for:

  • • 30-day advance notices (informational)
  • • Weekly digest summaries of upcoming deadlines
  • • Non-urgent status updates
  • • Detailed checklists and document requirements

🏆 Real Success Story:

"SMS alerts saved us $180,000 last year. I was traveling for a site visit and forgot about a deadline until my phone buzzed at 2pm. I submitted from the airport terminal with 3 hours to spare. Without that text, we would have missed it."

— Development Director, Education Nonprofit

How to Set Up SMS Deadline Alerts

1

Option 1: Use Grant Software with Built-in SMS (Easiest)

Expirely includes SMS deadline reminders as part of the platform ($49/month). Set it once and forget it—alerts send automatically.

Setup: Add your phone number → Select which deadlines trigger SMS (48hrs, day-of, etc.) → Done. Takes 2 minutes.

2

Option 2: DIY with Twilio/Zapier (For Tech-Savvy Teams)

If you have existing systems, integrate SMS via Twilio ($0.0079/text) + Zapier automation ($20-50/month).

Setup: Connect your deadline spreadsheet/calendar to Zapier → Set up Twilio SMS trigger → Configure reminder logic. Takes 2-3 hours initial setup.

3

Option 3: Manual Calendar Alerts (Budget Option)

If SMS automation isn't feasible, set up Google/Outlook calendar events with mobile push notifications.

Limitation: Requires manual entry for each deadline. Risk of human error. No team-wide coordination.

Complete Deadline Tracking Checklist

Set up centralized deadline database

Either grant software or shared spreadsheet with standardized fields

Configure automated email reminders

30 days, 14 days, 7 days, 48 hours, day-of schedule

Enable SMS alerts for critical deadlines

48-hour and day-of warnings for proposals $25K+

Assign clear ownership for each deadline

One person accountable + backup designated for coverage

Schedule weekly deadline review meetings

15-minute team standup every Monday to review upcoming 30 days

Build in internal buffer time

Set internal deadlines 48-72 hours before actual submission

Test your system quarterly

Verify all alerts fire correctly and reach the right people

Cost of Missing Deadlines

The Hidden Cost Calculator

Average grant opportunity value:$75,000
Staff hours to write proposal (40 hrs × $35/hr):$1,400
Research and preparation costs:$600
Total investment in missed deadline:$2,000 wasted
Potential funding lost:$75,000

Cost of deadline tracking system: $49-99/month ($588-1,188/year)

ROI: Preventing ONE missed deadline pays for 38-63 years of software

Never Miss Another Deadline

Expirely includes automated SMS deadline alerts + email reminders + centralized tracking for all your grants.