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  4. Grant Types

Grant Types / Philanthropic Interest Types

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Overview

Users can define Grant Types and Philanthropic Interest Types for their organization to apply to grants, funds, and profiles. Grant Types and Philanthropic Interest Areas are in the same user defined menu, but the function and purpose varies by where it is applied.

Though from the same user defined menu, grant types and philanthropic interest types have different purposes and functionality.

Philanthropic interest types are set on the profile. These indicate areas of interest and they are available for reporting. They do not have any other functionality.

Grant type is set on Default Grant Type field of the grantee designation. When this is set on a grantee and a new grant is created for that grantee, the grant type field on the grant record defaults to the value set on the grantee designation.

Grant types and philanthropic interest areas are both available in reporting. 

Profiles

One or more Philanthropic Interest Type can be applied to profiles. This data is available in reporting.

051922_Grant_Types_Philanthropic_Interest_Areas_1.5.png051922_Grant_Types_Philanthropic_Interest_Areas_2.png

 

A single Default Grant Type can be set on the Grantee profile designation. When this is set and a grant is created for that grantee, the default grant type set on the grantee profile designation will automatically populate on the grant record.051922_Grant_Types_Philanthropic_Interest_Areas_3.png

Funds

A single Default Grant Type can be set on each fund record. When this is set on a fund, and a grant is created for a grantee that does not have the default grant type set on the grantee profile designation, the default grant type from the granting fund will automatically populate on the grant record.

051922_Grant_Types_Philanthropic_Interest_Areas_4.png

 

Grants

A single Grant Type can be set on each grant record. When creating a grant, grant type auto-fills from the default grant type set on the grantee designation. If the grantee designation is not set, then it auto-fills from the granting fund's default grant type. A user can select a different value from the drop-down if the grant type should not be the auto-filled value.

051922_Grant_Types_Philanthropic_Interest_Areas_5.png

 

Create Grant Types/Philanthropic Interest Types

  1. Navigate to the Grant Types page.
  2. Click Create on the left-side menu.
  3. Type the Name in the Create Grant Type section, then click Create.
    051922_Grant_Types_Philanthropic_Interest_Areas_6.png

There are some reporting options in the left-side menu of each grant type/philanthropic interest type.

  1. Navigate to the Grant Types page.
  2. Click the ID of a grant type.
    051922_Grant_Types_Philanthropic_Interest_Areas_7.png

  3. Select a report option from the left-side menu.
    • Click List Profiles to display all profiles that are associated with the selected philanthropic interest type.
    • Click List Grants to display all grants that are associated with the selected grant type.
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