Grant Cards

Grant Cards are digital gift cards that people can use to fund a grant in a grant catalog on the Giving Hub. There are two options for use.

• Internal/Manual Grant Cards
• Public Grant Cards

Grant cards are tracked and processed using Grant Card buckets, which provide clarity of status and improve workflow. The following Grant Card buckets exist:

• New - Grant card groups that have not been posted.
• Posted - Grant cards that have been posted. 
• Open - Grant cards with open balances.
• Expired - Grant cards that have expired.
• Canceled - Grant cards that have been canceled.
• Complete - Grant cards marked complete.

Grant cards can be created by clicking Create next to the Grant Card Group field in the References tab on a new donation record. 

Internal/Manual Grant Cards

This option creates an internal grant for the amount that is set aside from an existing account. Grant cards are issued against the amount.

1. Navigate to the Grant Cards page and click Create Group in the left-side menu.
2. Enter the applicable Add Grant Card Group information, and then click Process.
   • If Expense Account is left blank, then the system default account will be used. 

Public Grant Cards

This option designates a specific grant card fund and allows the public to purchase grant cards from the Donations page. A donation is created when a grant card is purchased by the public.

1. Navigate to the Grant Cards page and click Configure in the left-side menu.
2. Click Setup in the left-side menu.
3. Enter the fund name where the grant card purchases should be applied, and then click Save.