Archively.AIArchives Made Intelligent
Foundations & philanthropy

For foundations whose grant files are institutional memory, not administrative debris.

Charitable foundations and philanthropic institutions use Archively.AI to bring the grant-making lifecycle, board governance, family papers, endowment records, and impact reports into one searchable catalog — every cycle traceable, every multi-decade arc visible, every centennial within reach.

Earliest record
Founding articles
Lifecycle coverage
RFP → impact
Tenants
1 foundation · many programmes

What you'll actually do with it.

Concrete use cases — not generic pitch bullets.

Catalog the full grant-making lifecycle.

RFPs, applications, review notes, decision memos, award letters, mid-grant reports, close-out reports — each cycle as a single grant file with its own retention rule.

Trace multi-decade programme arcs.

A 1937 first-grant → 1987 fifty-year evaluation → 2007 anniversary report → 2032 centennial framework reads as one timeline. Tag once, surface across the decades.

Govern board minutes and conflict-of-interest filings.

Board minutes are open under the open-record rule; conflict-of-interest filings can be staff-restricted. Per-record access without rebuilding the catalog.

Run an impact-report programme over a thirty-year cohort.

Five-year impact reports per programme cohort, automatically grouped by the catalog. The 75th-anniversary impact report becomes a search facet, not a one-off project.

Hold founder and family papers with care.

Time-bound family-request embargoes (e.g. founder's diaries restricted to centennial year), automatic surfacing on lapse, and the 'inherited / reviewed' description model where appropriate.

Plan the centennial without rebuilding the archive.

75th-anniversary commemorative reports routinely re-use historic creative. Tag the originals once; surface them as a 'Centennial planning' collection on demand.

Live demo tenant

Kelvinridge Foundation Archives

Fictional US family foundation (Vermont)1932 – present

Ninety years of family-foundation philanthropy in three programme areas (Education, Public Health, Arts). The strongest demonstration in the deployment of grant-making lifecycle records: RFP, application, review, award letter, multi-year reports, and the impact-evaluation file that ties them together.

Items
15 + padded
Series
5
Founded → centennial
1932 → 2032
What to look at
1937 first multi-year grant — Vermont Rural Schools
Complete grant file: application, decision memo, award letter, five close-out reports. The structure that the 1987 fifty-year evaluation made standard for the foundation's grants.
1968 Helena Kelvin bequest establishes the Arts Programme
Board minutes accepting the $1.8M bequest + the chair-era correspondence file (~640 letters) + the inaugural Vermont Folk-Arts Census grant.
2008 endowment crisis & the policy that came after
22% drawdown, conflict-of-interest filings restricted to staff, and the 2010 revised investment policy that today governs the endowment.
Joseph T. Kelvin diaries, 1929–1932
Restricted at family request through the 2032 centennial. Embargo automatically lapses on 1 January 2032 — model record for time-bound rights restriction.

Start with one collection. See it working.

We'll help you scope a pilot that proves the value inside six weeks.