Grants

What is a grant?
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...
Mon, Jul 11, 2022 at 9:27 AM
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.  
Mon, Jul 11, 2022 at 9:52 AM
What can I track on the Grantor Info Tab?
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...
Mon, Jul 11, 2022 at 9:52 AM
How do I add a Grant Proposal?
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...
Wed, Jul 20, 2022 at 11:48 AM
What if I have more than one grant proposal for the same Grantor?
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...
Wed, Jul 20, 2022 at 12:23 PM
Where do I see all of my grants across all my constituents?
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...
Tue, Mar 16, 2021 at 3:52 PM
How do I show that a grant has been funded?
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...
Wed, Jul 20, 2022 at 12:38 PM
How do I connect the funding to the grant proposal?
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....
Wed, Jul 20, 2022 at 12:40 PM
How can I tie a proposal to the grant gift record?
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 ...
Wed, Jul 20, 2022 at 12:53 PM
How do I see what gifts are associated with grants?
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...
Wed, Jul 20, 2022 at 1:39 PM