Grantee Funding Requests for Grant Catalog (Sandbox Sites)

Grantees can use the online Grant Request form to request funding for their projects. The community foundation can then add them to the grant catalog by approving the request, or the request can be denied.

Enable Grantees to Apply

In order for a grantee to submit a grant request through the online application, they must have a profile that is designated as a grantee with public requests enabled. Profile Designations contains additional information about adding the designation to a profile. 

Add Grantees to a Grant Catalog

After creating a grant catalog, add grantees who will be invited to participate.

1. Navigate to a grant catalog and click the Grantees tab.
   
   
2. Click Add Public Grantees in the left-side menu.
   • Grantees that have public requests enabled will be added to the grant catalog.

Notify Grantees They Can Apply

Individual invitations can be sent to grantees or bulk send them. Before either option is used, ensure the Request Start Date and Request End Date are set on the grant catalog. If grantees try to access the grant catalog outside of this time frame or if those fields are blank, they will not be able to submit a grant request. 

Send Individual Invitation

1. Navigate to a grant catalog and click the Grantees tab.
   
   
2. Click [send] next to the grantee's Unique Request URL.
   
   
3. Review Send Grantee Invite contents, and then click Send.

Bulk Send Invitations

1. Navigate to a grant catalog and click the Grantees tab.
   
   
2. Click Send Invite Emails in the left-side menu.
3. Click Send.
   • By default, all grantees are checked. Uncheck any grantees for whom invitations should not be sent.

Grantees Apply

Once a grantee clicks the URL, they can complete the Grant Request Information form. The form contains the fields below.

• Organization
  • This field is prefilled with their organization name.
• Short Description
• Long Description
• Amount
• Photo
  • File must be minimum size of 300 x 300 pixels.
• Organization Website
• Contact Name, Email, and Phone
• PDF document

Once these fields have been completed, the grantee can click Next to review and submit the request.

Once requests are submitted, staff can review them.