Grant details

The grant record is the core of everything else. It holds the funder, the amounts, the stage or status and the key dates, and every other feature in Grant Center hangs off it.

Adding a grant

Go to Giving → Grant Center.
Click Add Grant in the top right. The New Grant form opens.
Give the grant a name, choose the funder, and fill in whatever you know. Nothing except the name is required, so you can add the rest as you learn it.
Save the grant. A new grant opens on its own page straight away, ready for you to carry on.

If the funder or the program officer is not in your contacts yet, you do not have to leave the form. The Grantor and Grantor Contact lookups both offer New Contact? Click here to add: enter an organization name, or a first and last name, plus an email if you have one, and the contact is created and selected for you.

With Grant Pro, you can also pick the Programs the grant funds while you create it.

The fields

The key dates

Grant Center tracks six dates on a grant. Five of them are deadlines or expected dates, and which one it treats as your live deadline depends on where the grant is. This is deliberate: a grant you have already submitted should not still be chased for its letter-of-intent date.

The same rule governs the Agenda, the Work Queue and the reminder emails, so all three always agree about what is outstanding.

Dates are calendar dates in your organization's timezone. A deadline of September 30 is September 30 for everyone on your team, wherever they are.

Copying a grant

Use Copy from the grant's action menu to start a new grant from an existing one, which is useful when a funder's application is much the same each cycle. The copy brings across the descriptive fields and leaves last cycle's history behind. Once your organization uses stages, the copy is given a stage automatically.

If you are specifically renewing an award you have finished, use Renew on the Closeout panel instead: it shifts every date forward by the award's own period length and links the two grants together. See Closing out and renewing a grant.

Deleting a grant

Deleting a grant is permanent and requires the Administer Grant Center permission. When you delete a single grant, donations that were linked to it are not deleted; they simply stop being attributed to it. The pipeline's bulk Delete action is more cautious: a grant with donations allocated to it is skipped, and the rest of the selection is deleted.