Add Grant Approvers to Funds

When grant approvers are added to a fund, they must approve grants before posting occurs. If multiple grant approvers are designated on the same fund, set the grant approval percent in Grant Settings to determine how many approvers are required before posting. For example, if only one of three approvers is required, set the percent at 33 (0.33) or less. If all approvers must approve, set it at 100 (1.0). Grant approvers must be defined for grants to be created from a fund.

Who: Teams and fund administrators who manage grant approval workflows on funds.

When to Use Grant Approvers

Add grant approvers to a fund when:

• Grants need to be created from the fund, and one or more staff members need to review and approve grants before posting occurs.
• Your organization requires a defined approval threshold, such as a percentage of approvers, before a grant can move forward.

Add Grant Approvers to a Fund

To add a grant approver to a fund in CommunitySuite:

1. Navigate to the Funds page. 
2. Enter the fund name in the Search Funds field and select the fund from the drop-down list.
   • Alternatively, click List All in the left-side menu to view a list of all funds. Click the ID of the fund to which the grant approver will be added.
     
      
3. Click the Settings tab.
    
4. Locate the Grant Approval section, and then click Edit Grant Approvers.
5. Check the box next to the grant approver's name, and then click Save.
   
    

The grant approver is listed on the fund record in the Settings tab.

Add Grant Approver to Multiple Funds

To add a grant approver to multiple funds in CommunitySuite:

1. Navigate to the Funds page and click Grant Approvers in the left-side menu.
2. Click Add Approver in the left-side menu.
3. Click the name of the grant approver that will be added to the funds.
   
    
4. Check the box next to the funds to which the approver will be added, and then click Save.
   • To add the approver to all funds, click Check All at the top of the fund list.

The grant approver is listed in the Grant Approvers section.

Remove a Grant Approver from a Fund

To remove a grant approver from a fund in CommunitySuite:

1. Navigate to the Funds page. 
2. Enter the fund name in the Search Funds field and select the fund from the drop-down list.
   • Alternatively, click List All in the left-side menu to view a list of all funds. Click the ID of the fund from which the grant approver will be removed.
3. Click the Settings tab.
4. Locate the Grant Approval section, and then click Edit Grant Approvers.
5. Uncheck the box next to the grant approver's name, and then click Save.

The grant approver is no longer listed in the Grant Approvers section.

Remove a Grant Approver from Multiple Funds

To remove a grant approver from multiple funds in CommunitySuite:

1. Navigate to the Funds page and click Grant Approvers in the left-side menu.
2. Click the name of the grant approver to be removed. 
3. Check the box next to the funds from which the approver will be removed, and then click Save.
   • To remove the approver from all funds, click Uncheck All at the top of the fund list. The grant approver is removed from all funds and from the grant approver list.

To delete a grant approver in CommunitySuite:

1. Navigate to the Funds page and click Grant Approvers in the left-side menu.
2. Click Delete next to the name of the grant approver to be removed.
    

The grant approver is now removed from all funds and from the grant approver list.

Newly Added Grant Approver Cannot Approve a Grant

Grant records capture who the approvers are at the time of posting. If a grant approver is added to a fund after a grant has already been posted, that approver will not appear on the existing grant. 

To include the newly added approver, unpost the grant and repost it. The grant will then pick up the current approvers on the fund.

This situation is most likely to occur when grant approvers are added or changed while grants are actively being processed.