Grant Management in CiviCRM

CiviGrant is one of CiviCRM’s many functions which is designed to track outgoing funds from your organisation. This makes it a useful tool for grant-giving organisations, such as foundations.

Grant application processes are simplified using CiviGrant, as it allows you to easily manage the amount of money applied for and received.

Watch our tutorial on how to set up CiviGrant in CiviCRM along with this blog post to see how it works in action. 

 

Grant Types

If your organisation manages different types of grants, you can add these under “Grant Type Options”. 

All you need to do is add a label, value, and description, and then it will appear on your CRM. 

 

Grant Status Options

Depending on your organisation’s grant application process, you can set different grant status labels that can be assigned to applications at each stage.

This can be done by visiting the “grant status options” page and clicking the button that says add grant status. 

 If you make a mistake or need to change these, then this can be done easily by editing, disabling, or deleting the status label.  

 

Grant Set-up

To add a grant to a contact, select the desired contact from your contacts list in CiviCRM and then click on grants in the side menu.

After clicking add grant, you must select the status of your grant, grant type, and amount requested. 

This shows up as a drop-down list, where your grant status and grant types set by you will be available to choose from.

You can also assign the dates that the grant application was received, the grant decision, when the money was transferred, and the due date of the grant report. 

To keep all information related to the grant in one place, the rationale behind the grant application and notes can be left here too. 

Grants can be edited at any time, so as the application progresses more information can be provided. 

 

Grants Summary 

The grants summary displays the grant status and the number received. Plus you can view the recent grants listed below this table. 

This is helpful when you just want to see a quick snapshot of the grant applications. 

 

Reporting 

The grant dashboard gives an overview of your grants, keeping track of grant contributions, the amount by day of the week/month/year, and recurring or one-off payments. 

There are three areas within CiviGrant where you can find reports: the "find grants" search form, advanced search in the grants tab, and the grant report. 

Searches can be based on grant application data to return grants with the find grants search form. Plus, with the advanced search, you can combine your search with grant data and specific contact information. 

If you would like to analyse the results further you can download them as a CSV file from the CiviGrant platform. 

The grants report presents detailed stats which show the grant amounts requested and granted over time. This can also be used to delve into the details of different types of grants.  

 

Looking for more functions?

If you need more complexity, CiviGrant can be used with CiviCase if you have a grant application process that needs several pathways. 

Using CiviCase you can track outgoing grant applications which complement the tracking of incoming applications with CiviGrant. 

Plus dedicated workflows can be created that are attached to a grant, such as deadlines and deliverables, with CiviCase. 

 

For more CiviCRM tutorials take a look at our YouTube channel

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