How to Create a Grant Receivable Record

Track grants your organization is pursuing or has received from funders.

Step-by-Step Instructions

1. Navigate to Fundraising > Grants > Grants Receivable
2. Click Add New
3. Fill in grant details:
   • Grant Title: Name of the grant
   • Grantor: Organization providing the funding
   • Status: Current stage (Researching, Applied, Awarded, etc.)
   • Grant Type and Category: Classification
   • Grant Amount: Amount requested or awarded
4. Add key dates:
   • Due Date: Application deadline
   • Submitted Date: When you submitted
   • Notification Date: Expected decision date
   • Funding Start/End Dates: Grant period
   • Report Due Date: When reports are due
5. Add grant details:
   • Description and Executive Summary
   • Funding Purpose
   • Grant Requirements
6. Click Save