Add Grantors

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Grantors are those foundations, organizations, or donors that provide grants to your organization.  You must have the constituent listed as a Grantor in order to receive grants from them.  To add a Grantor to your database they first need to be a constituent in your database.  For help adding a constituent to your database please refer to KB Article - Add Constituents.  To designate a constituent as a Grantor, select from the main menu on the left hand side Constituents (CRM) > Grantors or Donations and Grants > Grantors.
 
 
 
 
 
This will open the Grantors screen that will list all the grantors you have in your organization.  From here you will select "Add New."
 
 
 
 
 
This will open the Add A New Grantor by Designating A Constituent As A Grantor screen.
 
 
 
 
 
From here you will select the "Lookup" button next to Constituent ID to search for and select the constituent that you are now designating as a Grantor.  If your constituent is not in the database you may select "Add New" to add them.  This is a required field.
 
Select the grantor type from the Grantor Type drop down menu.  If the type is not listed you may add a new one by selecting "Add New."  This is not a required field.
 
Select a Lead/Acquisition source from the Lead/Acquisition Source drop down menu.  If the source is not listed you can add a new one by selecting "Add New."  This is not a required field.
 
You can associate a campaign with the grantor if needed by selecting "Lookup" and searching for and selecting the related campaign.  If the Campaign is not listed you can add a new one by selecting the "Add New" button.
 
Once all your fields have been filled out click the "Add This Grantor" button to add the grantor and be returned to your complete list of Grantors.