Create a Grant Catalog (Sandbox Sites)

A Grant Catalog defines the dates that the grant catalog will be available for grant requests and donations, as well as various settings that determine where the catalog can be viewed and how it displays. You can have more than one active grant catalog.

Grant Categories organize the grants within a catalog. Grants added to the grant catalog must be assigned to a grant category, so at least one grant category must be created. Consider aligning these categories with your grant type interest menu.

Once a grant catalog and at least one grant category have been created, grants can be added to the catalog.

1. Navigate to the Grants page and click Grant Catalogs in the left-side menu.
2. Click Create in the left-side menu. 
3. Enter the applicable Create Grant Catalog information, and then click Create. 
   • Name - The description of the grant catalog. 
   • Request Start Date - First day that grantees can submit grant requests.
   • Request End Date - Last day that grantees can submit grant requests. This ends at 11:59 pm.
   • Catalog Start Date - Date that the grant catalog opens for donations.
   • Catalog End Date - Last day the grant catalog is open for donations.
   • Funding Goal - Overall goal of grant catalog.
     • This is optional and for internal purposes. It does not display on the grant catalog.
       
       
       
4. Enter applicable Edit Grant Catalog information.
   
   • Custom URL - Directs the grant catalog Donate button to a web address different from the CommunitySuite unique url.
     • The donation portal Donate button can still be directed to the unique CommunitySuite url for processing purposes. 
     • When one grant catalog is used, the Continue Giving button will redirect donors back to the custom url.
     • When more than one grant catalog is used, the Continue Giving button will direct donors back to the CommunitySuite url.
   • No Request Amounts - Determines whether a grant has a funding cap.
     • If checked, grants can be funded to any amount and no adjustment to the amount is needed when the grant is awarded. The award will be whatever was donated to the grant. The grants stay in the New bucket. The system sees these as funded because there is no request amount.
     • If not checked, a donor cannot fund a grant past the requested amount. When a grant with a request amount is awarded, if it was not fully funded the grant request amount will need to be adjusted down to the funded amount.
   • Hide Funded - If checked, the total donation amount that the grant request has received is hidden.
   • Auto Approve DAF Grants - If checked, donations to grants made through the fund advisor portal are automatically approved.
   • Allow Overfund Grants - If checked, allows donation amounts to be given over the requested amount.
   • Hide From Public - If checked, the grant catalog is hidden from the online donations portal grant catalog tab. 
     • If not checked and Hide Grant Catalog is not checked in Donations Settings, it will appear during the time frame from Catalog Start Date to Catalog End Date. 
   • Hide From Fund Advisors - If checked, the grant catalog is hidden from the fund advisor portal.
     • If not checked, the grant catalog will be visible during the time frame from Catalog Start Date to Catalog End Date for all fund advisors who have been given access to the grant catalog tab on the fund advisor portal.
   • Private - If checked, grant catalog visibility is restricted to anyone that is provided the unique url. The unique url can be found at the top of the Grant Catalog window after saving.
   • Hide Donate Button - If checked, people can view the catalog but not donate. 
     • This can be used to let people preview the catalog before launching a giving day.
   • Hide Search Box - A search box is available by default which allows donors to search the catalog by keyword. 
     • If checked, the search box is hidden.
   • Separate Fully Funded - If checked, grants that have reached their funding goal are moved to the bottom of the catalog so grants that still need funding are prioritized at the top.
     
     
     
5. Enter applicable Grant Categories information, and then click Save.
   • At least one category must be entered. 
   • Enter any additional category Names.
   • Enter the Sort Order for the categories.
     • By default, categories display in alphabetical order.
       

Add Content

Customized content can be added to the email sent to grantees as well as to the request pages. The content fields support HTML.

1. Navigate to a grant catalog and click the Content tab.
   
   
   
2. Click Edit Content in the left-side menu.
3. Enter the applicable Edit Grant Catalog information, and then click Save.
   • Grantee Invite Subject - Subject line of the email notification.
   • Grantee Invite Email Body (HTML) - The body of the email notification.
     • Two merge fields are available for use: {{grantee_name}} and {{request_url}}.
   • The following three fields are customized text a grantee will see when creating a grant request. 
     
     • Request Header Text - The header text at the top of the page where grantees with Public Requests enabled begin their application process. Add text to instruct grantees how to start applying for inclusion in your grant catalog. 
     • Request Create Header Text - The header text at the top of the grant request page. You can enter instructions detailing how to fill out the form.
     • Request Submitted - Text the grantee will see after submitting a grant request.
   • Header Text - Text that will display at the top of the grant catalog.

Additional Information

Once a grant catalog has been created, the link to the grant catalog tab of the online donation portal is listed at the top of the Grants page.

The Unique URL for the specific grant catalog is displayed in the Details tab of the grant catalog.