DonorView

A grant is a donation given by a constituent (company or individual) for a particular purpose. Grants differ from traditional donations in that they usuall...

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.  

From the constituent's record, the Grantor Info tab tracks details on a grant proposal the request type, program, funding request, and status. You can...

To add a proposal, the constituent must first be identified as a Grantor on their profile page. Once they are identified as a Grantor, a new tab will appea...

First 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 m...

You can find all Grants by going to Workspace >Fundraising > Grants. Here you will see a grid will all the Grants you have within the softwar...

Once the grant gets funded, open the grant proposal from the Grants Grid by double clicking on the edit button on the left side of the grid. Chang...

When you record the gift record for this grant (or if it is already entered) you can tag the Tag Grant field to YES and then link it to the grant proposal....

The grant must be identified as Approved for Funding prior to connecting it to a gift. Go to the Grants Grid under the Fundraising Module and click on the ...

Go to the Gifts Grid in the Fundraising Module. Find the column "Grant." Sort or filter the column for "Is True" to show a list of all t...