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 Tools on the left side of the grid, then Edit.

Change the Statusto "Funded" and complete the remaining fields. ClickUpdate to save the changes.

Be sure you have a Mail Merge Gift Template letter already created for acknowledging grants if you wish to use the Save And Acknowledge feature after entering the gift.

When the funding is received, you will go to the grantor's Transactions tab to enter the donation and link it to the grant.

On the Transaction Entry page, you will enter the type as General, and enter the Amountand Dateof the transaction as well as revenue categories as applicable.

Farther down the page you will find the Grant toggle, which you will set to YES.

Once this is set to YES, a new option appears to select the Grant Proposal to link this funding to. Note that only grant proposals with theStatus of "Funded" will appear in the drop down list.

You can link multiple transactions to the same proposal in the case where the funding may come in smaller increments instead of a lump sum.

Complete the rest of the entry and click Save or Save And Acknowledge to send your thank you message.

Transactions that are linked to grants will appear on the grantor's Transactions tab as well as on the Transactions grid.

You can filter by the Grant column to identify any transactions linked to funded grant proposals.