Grant Request from Fund Advisor Portal

When a Fund Advisor wants to make a grant to a grantee, a nonprofit, or another fund, they can create grant requests from their Fund Advisor Portal.

Customize Text

Although default text exists in the fund advisor portal, customized text can replace it. The two fields available for customization are grant_request_header and grant_request_submit_footer. You can make changes to them in System Data. 

Grant Request Form 

Fund advisors create their grant requests by completing the online form in their fund advisor portals. In addition to allowing fund advisors to make grant requests, the form also lists submitted grants. 

Choose from previous Grantee

Fund advisors can select grantees, foundation funds that they've given to in the past, and other foundation funds.

• Grantees you have given to in the past - Lists grantees that have previously received donations from the fund advisor. 
• Foundation funds you have given to in the past - Lists foundation funds that have previously received donations from the fund advisor.
• Other foundation funds - Lists funds/programs that are setup to receive donations.
  
  
  

Search for other Grantees

Fund advisors can also search by name, city, and/or state for grantees to which they have not yet donated. Using Guidestar search functionality is available after first performing a standard search using the fields below.

• Name - Search for other grantees by name.
  • This field is required.
• City - Search for other grantees by city.
• State - Search for other grantees by state.
  
  
  

Enter Grantee information manually

Fund advisors can make grant requests to grantees whose information they manually enter. 

• Name - Full name of the grantee.
  • This is a required field.
• Address - Address of the grantee.
  • This is a required field.
• City - City of the grantee.
  • This is a required field.
• State - State of the grantee.
  • This is a required field.
• Zipcode - Zipcode of the grantee that corresponds with the given address.
  • This is a required field.
• Phone - Phone number, including area code, of the grantee.
  • This is a required field.
• Email - Grantee's email address.
  • Although helpful, this is not a required field.
    
    
    

New Grant Request 

After fund advisors either select an existing grantee or submit information for a new one, the New Grant Request becomes available.

• Grantee - Lists the grantee selected in the previous screen.
• Description - Provide a brief description of this grant's purpose.
  • This field is limited to 255 characters.
• Amount - Enter the donation amount.
• Anonymous - Check this box if the donation is being given anonymously.
  • If checked, the fund name will not be included in the check.
• Recurring - Check this box if the donation will be recurring.
  • If the donation is recurring, then enter the recurrence information.
    • Recurrence Start Date 
    • Recurrence Interval
    • Number of Recurring
• Attachment - Attach supporting documentation by browsing to the file or by dragging and dropping the file on the page.
• Attachment Description - Enter details about the attached documentation.
• Notes to Foundation Staff - Enter any information that is important for Foundation staff to know to process the request.
  • Sample information may include the following:
    • Nonprofit (grantee) Tax ID number.
    • Notation of "in honor of" or "in memory of."
    • Note if the grant is for a particular program or cause within a bigger nonprofit organization.
    • Note if the grant should be directed to a specific person or department.
      
      
      

Review New Grant Request

Before submitting the grant request, fund advisors can review the information they have submitted and either make changes to it or submit the request. Once submitted, a confirmation message will appear on the screen along with the option to continue.

The new request will now be listed in Grants where it can be canceled if necessary.