Library

1. Navigate to Grants and click Answer Library on the navigation bar.
2. Click Add Content.
   
   
   
3. Enter the applicable Add Content information, and then click Save. In-system asterisks indicate required fields.
   • Hover over the SmartTips (question mark icons) in the system for field guidance.
   • Content has different functionalities based on the type.
     • Text - A free form text box that allows for a 25,000 character text response.
     • URL - A field that accepts a link to a page's URL.
     • File - A field that accepts any file that can be uploaded. 
       
       
       

Optimize Content

The AI Optimization tool uses AI-driven insights to suggest improvements to text content in the library and to assist with summarizing content into a particular word or character count. Once the optimized text is generated, it can be used to update the existing content, or a new copy of the content can be saved.

1. Navigate to existing content in the Library or add new content.
2. Click Optimize.
   
   
3. Complete the applicable Optimize fields, and then click Optimize.
   • Question Being Asked - The grant application question or other question prompting this content.
   • Length Target - The desired length for the content in either words or characters.
     • The AI optimization tool uses this as a target for the optimized content length.
   • Words or Characters - Indicate whether the length target is for the number of words or characters.
     
     
4. Edit the Original Text Prompt using the suggestions from the Optimized Text, and then click Save As New or Replace Original Text.
   • Clicking Save As New allows the optimized content to be added as new content in the library.
   • Clicking Replace Original Text overwrites the original content in the library.
     
     

Disable AI Optimization

By default, the AI Optimization feature is enabled. It can be disabled from the Grant Management Settings page.

1. Navigate to Grants.
2. Click Grant Management on the navigation bar, and then click Settings.
3. Click the toggle for Disable AI For Site.
   
   
   

Once content has been added to the Library, several actions can be performed.

• Click the pencil icon to edit the content. 
• Click the paper icon to copy the content to the user's clipboard.
  • This action is only available for text content.
    
    
• Click the downward arrow and tray icon to download the file to the user's computer.
  • This action is only available for file content.
    
    
• Click the upward arrow and square icon to open the URL in a new browser tab.
  • This action is only available for URL content.
    
    
• Click the downward arrow and square icon to archive the content.
  • The content can be unarchived as needed.
    
    
• Click the trash can icon to delete the content.
  
  

The following ideas and suggestions are intended to inspire and showcase the diverse range of possibilities for utilizing the library. They do not constitute official recommendations or guidelines for your organization's specific use.

Every organization's context, goals, and workflows are distinct, and it is essential to consider these factors when incorporating the library into your operations. Developing internal best practices ensures efficient and consistent use of stored resources, and collaboration is optimized across teams.

Grant Application Resources

• Commonly used grant application questions and answers
  • A collection of frequently asked questions and optional AI-optimized answers in grant applications, such as a mission statement, organization history, problem statement, project/program description, outcome measurement, etc.
• Grant guidelines
• Proposal review checklist

Financial Resources

• Finalized financial information
  • Finalized or published financial reports, budgets, audits, and forecasts to keep the board updated on the organization's financial health.
• Finalized audits

Program and Impact Data

• Program resources
  • Documentation, training materials, and guidelines for programs or services.
• Program performance data
  • Metrics and data related to the effectiveness and impact of the nonprofit's programs and services.
• Evaluation and reporting frameworks
  • Guidance on setting up evaluation metrics and reporting frameworks for funded projects.
• Advocacy resources
  • Information related to policy advocacy, position papers, and resources for supporters to take action on specific issues.

Governance and Policies

• Bylaws and governance policies
  • Finalized bylaws, internal policies, and other governance-related documents. Examples might include, but are not limited to, the following:
    • Conflict of interest policies
    • Financial management policy
    • Code of conduct policy
    • Volunteer policy
    • Compensation policy
    • Privacy policy
    • Travel and expense policy

Outreach and Public Relations

• Media and press kits
  • Press releases, media contacts, and multimedia resources such as images, or URLs that link to videos or audio files can be used for media outreach and public relations.
• Impact stories
  • Real-life stories and testimonials from program participants, donors, or volunteers that showcase the nonprofit's work and achievements.

Training and Capacity Building

• Training and capacity building
  • Resources or materials for staff onboarding or development.
• Board training and development
  • Resources for board member onboarding and training, roles and responsibility, and continuing education to enhance board members' knowledge and skills.
• Volunteer resources
  • Training materials, volunteer guidelines, and resources to support and educate volunteers working with the organization.
• Educational material
  • Articles, fact sheets, guides, and presentations that provide valuable information related to the nonprofit's mission, cause, or the issues they address.

Legal and Compliance

• Legal and compliance documents
  • Legal documents, policies, and compliance information related to the organization's operations.
• Compliance information

Fundraising and Donor Engagement

• Fundraising materials
  • Information about fundraising campaigns, donor guides, fundraising event materials, and success stories that demonstrate the impact of donations.
• Donor reports
• Letters of support
  • Templates or samples of letters of support from partner organizations, stakeholders, or community members.

Strategic Planning

• Strategic plans
  • Finalized strategic plans.
• Research and reports
  • Research studies, reports, and surveys related to the field of the nonprofit's work or the impact of its programs. Relevant external reports and studies that may impact the nonprofit's mission or operations.
• Board meeting materials
  • Agendas, finalized minutes, and supporting documents for upcoming and past board meetings.

Marketing and Communication Materials

• Marketing and communication materials
  • Templates for newsletters, brochures, social media graphics, and other promotional materials.
• URLs