A grantor is whoever funds you: a foundation, a government agency, a corporate giving program. In Argenta a grantor is a constituent you have designated as a grantor, the same way someone becomes a donor or a volunteer.

That matters, because it means a grantor is not a separate contact list. If a foundation already exists in your database, you designate that record rather than creating a duplicate.

Typical Grantors

• Private foundations
• Community foundations
• Corporate giving programs
• Government agencies, federal, state, and local
• United Way and other federated funders

Add A Grantor

1. Go to Grant Management > Grantors.
2. Click Add New. The page is titled Designate A Constituent As A Grantor.
3. Start typing the constituent's name and pick them. If they are not in your database yet, use the add icon to create the constituent right there.
4. Fill in the grantor details and save.

What The Grantor Record Holds

• Grantor Type: foundation, government, corporate, and so on. This is what makes your funder list sortable and reportable.
• Acquisition Source: how the relationship started.
• Associated Campaign: ties the funder to a campaign for reporting.
• Chapter, Division, Department, District, and Precinct: where the relationship sits in your organization.

Name, address, and contact details come from the underlying constituent record, so you update them in one place and they stay right everywhere.

Save with Save All Changes, or Save All & Exit Record when you are finished.

Add The Grantor Before The Grant

Grantor is a required field on a grant receivable record, so create the grantor first. Otherwise you will be halfway through entering a grant and have to stop.