Add Grants

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A grant is a sum of money given by an organization or a government for a particular purpose.

 

To Add A Grant

 

From the Argenta main menu on the left-hand side of the screen, choose Donation Management > Grants.

 

Click the “Add New” button. This will pop up the Add a New Grant window. All required fields are designated with a red asterix *.

 

 

Beginning with the Important Dates for This Grant section, select the applicable dates from each date picker or enter the dates manually:

  •             Report Due Date
  •             Due Date
  •             Notification Date
  •             Date Submitted
  •             Date Funding Received

 

Next, fill out the needed information in the Grant Details section.

 

Click the "Lookup" button next to the Grantor ID field to select the constituent you want to designate as a grantor. If the constituent is not in the system, you can add them by clicking the “Add New” button, for help see KB Article, Add Constituents

 

The Constituent ID field will show the ID for the selected constituent, and their name will be displayed below that. Make sure you have selected the correct constituent.

 

Select the status of the Grant from the Grant’s Current Status drop-down list.

 

Select a Grant Type. If the grant type you would like to use is not in the system, you can add it by clicking the “Add New” button.

 

All drop-down lists in Argenta help to create comprehensive reports. Argenta comes loaded with predefined values for all of these drop-down lists, but you can change them at any time. You can add or delete any of these values by selecting the corresponding section from the Argenta main menu. To update grant types, choose Grant Types from the Donation Management menu.

 

Next, enter a title for the grant in the Grant Title field, and enter the amount of the grant in the Grant Amount (Expected) and Grant Amount (Actual) fields.

 

Enter the delivery method in the Expected Delivery Method field. If you would like to specify an email address to receive notifications about this grant, enter it into the Notification Email field.

 

Choose Is Grant Renewable? and if it is select a Renewal Date by using the date picker or typing in the date.

 

Choose Is Grant MultiYear? And if so, choose the Grant Start Year and Grant End Year.

 

Choose Current or Future Grant.

 

If the grant is a challenge grant, you can specify its requirements in the Challenge Grant Requirements Field.

 

Next, you must specify if this grant is associated with an Argenta Project in the Is This A Project Grant drop-down list. If the grant is related to a project, you can select the corresponding Project ID by clicking the “Lookup” button adjacent to the Project ID field. Once you have searched and selected the project, the Project ID field will display the ID of the project you selected.

 

Additionally, you can fill in the Project Background/Description, Grant Description, Executive Summary and Additional Terms or Information fields, if necessary. These fields are not required.

 

 

After reviewing the information entered, click the “Add this Grant” button to finish. The window will close and you will find your new Grant in the Grant list.