A grant is a sum of money given by a constituent (company or individual) for a particular purpose.
Tue, 16 Mar, 2021 at 3:45 PM
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.
Tue, 16 Mar, 2021 at 3:46 PM
On the Grantor Info tab you can track details on a grant including Type, Grant Cycle, Priorities, Award Range ($) min and Award Range $ (Max).
Tue, 16 Mar, 2021 at 3:47 PM
Click on the Add Proposal button on the Grantor Info Tab. You will then be able to update any information you have on the grant proposal. One...
Tue, 16 Mar, 2021 at 3:49 PM
Once 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 mul...
Tue, 16 Mar, 2021 at 3:50 PM
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 ...
Tue, 16 Mar, 2021 at 3:52 PM
Once the grant gets funded, you can change the status to Funded by clicking on the edit button on the grid for that grant.
Tue, 16 Mar, 2021 at 3:53 PM
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. ...
Tue, 16 Mar, 2021 at 3:55 PM
You'll go into the gift record and turn on Grant. To the right you can then select the grant proposal that is associated with this grant.
Tue, 16 Mar, 2021 at 4:54 PM