Grants

What is a grant?
A grant is financial support given by a constituent (company or individual) for a particular purpose. Grants differ from traditional donations in that they...
Wed, 20 Jul, 2022 at 9:49 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. ...
Wed, 20 Jul, 2022 at 9:56 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 ...
Wed, 20 Jul, 2022 at 9:55 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 appe...
Wed, 20 Jul, 2022 at 11:40 AM
What if I have more than one grant proposal for the same Grantor?
First  populate the desired fields on the Grantor Info Tab and click on the Save button. Once saved, an Add Proposal button will display. Here you can add m...
Wed, 20 Jul, 2022 at 12:22 PM
Where do I see all of my grants across all my constituents?
You can find all Grants by going to Workspace > Transactions & Invoices > Grants. Here you will see a grid will all the Grants you hav...
Wed, 20 Jul, 2022 at 12:28 PM
How do I show that a grant has been funded?
The grant must be identified as Approved for Funding prior to connecting it to a transaction. Go to the Grants Grid under the Transactions & Invoices Mo...
Wed, 20 Jul, 2022 at 12:50 PM
How do I connect the funding to the grant proposal?
Enter the new transaction or edit the transaction that has been entered associated with the grant and toggle the Grant button to YES.  A pulldown menu will ...
Wed, 20 Jul, 2022 at 12:52 PM
How can I tie a proposal to the grant transaction record?
Enter the new transaction or edit the transaction that has been entered associated with the grant and toggle the Grant button to YES.  A pulldown menu will...
Wed, 20 Jul, 2022 at 12:53 PM
How do I find what grants are associated with transactions?
Go to the Transactions Grid in the Transactions & Invoices Module. Find the column "Grant." Sort or filter the column for "Is True" ...
Wed, 20 Jul, 2022 at 1:38 PM