Grants

What is a grant?
A grant is a sum of money given by a constituent (company or individual) for a particular purpose.
Wed, Sep 14, 2016 at 4:47 PM
How do I tag an organization or constituent as a grantor?
From the Profile (Company or Contact), select “yes” in the Is Grantor Field. Save the record and you will see a tab appear called Grantor Info.   ...
Thu, Sep 15, 2016 at 7:54 AM
What can I track on the Grantor Info Tab?
On the Grantor Info tab you can track details on a grant including Type, Grant Cycle, Priorities, Award Range ($) min and Award Range $ (Max). 
Mon, Mar 19, 2018 at 12:10 PM
How do I add a Grant Proposal?
Click on the Add Proposal button on the Grantor Info Tab.  You will then be able to update any information you have on the grant proposal. ...
Mon, Mar 19, 2018 at 12:25 PM
What if I have more than one grant proposal for the same Grantor?
Once you populate the desired fields on the Grantor Info Tab click on the Save button. Once saved, an Add Proposal button will display. Here you can add mu...
Mon, Mar 19, 2018 at 12:12 PM
Where do I see all of my grants across all my constituents?
You can find all Grants by going to Workspace, Fundraising and then Grants. Here you will see a grid will all the Grants you have within the softwa...
Mon, Mar 19, 2018 at 12:33 PM
How do I show that a grant has been funded?
Once the grant gets funded, you can change the status to Funded by clicking on the edit button on the grid for that grant.
Mon, Mar 19, 2018 at 1:00 PM
How do I have the grant displayed on my gift grid?
Once you change the status to funded the next step is to create a gift record for this grant (or if it is already entered you can tag the Tag Grant field =...
Mon, Mar 19, 2018 at 1:03 PM
How can I tie a proposal to the grant gift record?
You'll go into the gift record and turn on Grant.  To the right you can then select the grant proposal that is associated with this grant.
Mon, Mar 19, 2018 at 1:04 PM