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). 
Wed, Sep 14, 2016 at 4:49 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...
Wed, Sep 14, 2016 at 4:53 PM
How do I add a proposal?
Click on the Add Proposal button on the Grantor Info Tab. This will display the following details of this proposal: Request Type Program Re...
Wed, Sep 14, 2016 at 4:54 PM
Where do I see all of my grants across all my constituents?
From the fundraising menu – Choose Grants. This grid will display all of your Grantor Constituent's with Grant Proposals on their record.
Thu, Sep 15, 2016 at 7:56 AM
What happens when a grant gets funded?
Once the grant gets funded, change the status to Funded by clicking on the edit button on the grid for that grant.
Wed, Sep 14, 2016 at 4:57 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 fiel...
Wed, Sep 14, 2016 at 4:58 PM
How can I tie a proposal to the grant gift record?
Click on the Gift record there - Tag the Grant radio button to yes (at the bottom of the screen).  To the right select the grant proposal that is associat...
Wed, Sep 14, 2016 at 5:08 PM