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Add Grants

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 a New Grant” 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:

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  •   Report Due Date
  • Due Date
  • Notification Date
  • Date Submitted
  • Date Funding Received
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  • Next, fill out the needed information in the “General Grant Information” section.
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  • Select the status of the Grant from the “Grant’s Current Status” drop down list and 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.
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  • Next, enter a title for the grant in the “Grant Title” field, and enter the amount of the grant in the “Grant Amount” field.
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  • 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.
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  • 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.
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  • Choose “Current or Future Grant”.
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  • If the grant is a challenge grant, you can specify its requirements in the “Challenge Grant Requirements” Field.
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  • 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 “Look Up” button adjacent to the “Corresponding Project ID” field. Once you have searched and selected the project, the Project ID field will display the ID of the project you selected.
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  • 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.
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  • Finally, you can include the funding organization’s information in the “Funding Organization/Granter Information” section. You can fill out any fields that apply: None of these fields are required.
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  • Organization’s Name
  • Mailing Address
  • City
  • State
  • Zip Code
  • Primary Phone
  • Secondary Phone
  • Primary Email
  • Secondary Email
  • Website URL
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  • 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.