For constituents with the Is Grantor field activated, you can track basic information about the grantor on the Grantor Info tab including:


  • Type is an editable drop down list where you can identify the different types of granting agencies you work with. For example Foundations, Government Agencies, Nonprofits, Corporations, etc.
  • Grant Cycle is an editable drop down list where you can describe what the grantor's typical grant cycle is, like Annual, Quarterly, Semi-Annual, None etc.
  • Award Range (min) allows you to enter an estimated low award amount.
  • Award Range (max) allows you to enter an estimated maximum award amount.
  • Priorities is an editable multi-select field for you to create different priority categories this grantor supports.
  • Proposals is a list of proposals that have been submitted to this grantor.