Grant Types / Philanthropic Interest Types – Foundant Technologies

Users can define Grant Types and Philanthropic Interest Types for their organizations to apply to grants, funds, and profiles. Grant types and philanthropic interest areas are in the same user defined menu; however, the function and purpose varies by where they are 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.

When Allow Profile Edit is enabled in Portal Settings, the list of philanthropic interest types will display on the Fund Management tab of the Portal and can be edited by the fund advisor. If Allow Profile Edit is not enabled, then the list does not display.

Grant type is set on the 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.

Profiles

One or more philanthropic interest types can be applied to profiles. This data is available in reporting.
philanthropic interest type on a profile

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.

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.

default grant type on a fund

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. Different values from the drop-down menu can be selected if the grant type should not be the auto-filled value.

grant type on a grant record

Create Grant Types/Philanthropic Interest Types

Navigate to the Grant Types page and click Create in the left-side menu.
Enter the Grant Type name, and then click Create.
Click the Grant Type ID.
Click Edit in the left-side menu.
Enter the Public Name, and then click Save.
- If the grant type public name is entered, it will display on the Giving Hub in place of the grant type name.
  - This functionality is not available in the legacy version of the Giving Hub.

Grant Type Reports

There are two report options in the left-side menu for grant types/philanthropic interest types.

Navigate to the Grant Types page.
Click the grant type ID for the which the report will be run.
Click a report option in 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.