The method of rejecting a donor advised fund grant request varies according to where the grant is located in the approval process.
Grant Request is in the Request Bucket
If the grant request is still a request sent from the Portal, then you can void the request and it will still be reportable.
- Navigate to the grant Request bucket and click the ID of the grant you want to void.
- Click Void in the left-side menu.
The void date will be added to the grant request.
Grant Request Has Been Processed to a Grant
If the request has been turned into a grant, then you will need to unfund and void the grant. It will still be reportable.
- Navigate to the grant New bucket and click the ID of the grant you want to void.
- Click Edit in the left-side menu.
- Click [delete] next to the fund in the Grant Funding section.
- Click Save.
- Navigate to the Grants page and click the Unfunded bucket.
- Click Filter to filter down to the grant you want to void.
- Do not apply a filter if you want to void all grants displayed in the Unfunded bucket.
- Do not apply a filter if you want to void all grants displayed in the Unfunded bucket.
- Click the filter that defines your search, add filter criteria, and then click Apply Report Filter.
- The following views demonstrate using the Grant Id filter.
- Click the filter.
- Add filter criteria and click Apply Report Filter.
- Click the filter.
- The following views demonstrate using the Grant Id filter.
- Verify the filtered grants displayed are accurate, and then click Void Unfunded in the left-side menu.
- Click [Yes].
Grant Has Been Posted and Approved
If a grant has been posted and approved, you will need to cancel the grant.
- Navigate to the grant Approval bucket and click the ID of the grant you want to reject.
- Click I Reject in the left-side menu.
- Click Unpost & UnApprove in the left-side menu.