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Creating a Grant and Grant Status

Stefania
  • Updated

We know how important it is to be able to record and manage grants. That's why Keela has created a Grants feature to help you keep track of your grants!

Where to find Grants

On the Contact Profile

Navigate to Contacts in the Sidebar > Select a contact > Select the Fundraising tab > Select Grants from the drop-down list. 

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In The Fundraising Tool

You can also locate all of your Grants within Keela's Fundraising Tool:

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Creating a Grant

(1) To create a Grant, click the Add Grant button. 

Note: If this is your first Grant for a contact, an Add Grant button will appear in the middle of the page in lieu of the Add Grant button.

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(2) Fill out the Grant card that appears. 

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A guide to the Grant Information fields:

  1. Grantor - The name of the contact that is the grantor.
  2. Grant Name - The title of the Grant.
  3. Grant Type - You will be able to select from the following grant type: Project, Operating, Capacity Building, Research, Capital, Matching, Other.
  4. Grant Amount - The amount of the Grant.
  5. Start Date - Start date is the day the Grant was made.
  6. End Date - the deadline for the Grant. 
  7. Application Stage - Application Stage for your Grant. You can select from the following: Draft, Pending, Approved, Declined. 
  8. Application Submission Date - date that the application was submitted.
  9. Application Deadline - deadline that the Grant application is due. 
  10. Assignee - Keela user responsible for following the Grant.
  11. URL - link to the Grant application that you'd like to add to Keela. 
  12. Grant Requirements - any notes from the requirements of the Grant that you'd like to add to Keela. 
  13. Attachments -Any documents you'd like to add.
  14. Installments -Allows you to manually create single, one-time installments for your Grant, with a specific amount and date. For example: $5,000 on October 15th.

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A guide to the Grant Associations fields:

  1. Campaign - If the Grant was made in response to or in connection with a campaign, select the campaign.
  2. Impact Area - If the contact made a Grant towards any Impact Areas, select the impact area. 
  3. Soft Credit - If the contact who made the Grant contributed in response to the efforts or influence of someone else, you can soft credit the Grant to a contact in Keela, to acknowledge their role.
  4. Source - Select a source if the contact who made the Grant came from a certain source (e.g. online via Keela, a corporation, from a fundraiser, etc.).
  5. Keywords - Any keyword related to the Grant for reporting.
  6. Notes - Additional notes for the Grant.

Grant Statuses

Grants will be automatically assigned one of the following statuses: Active, Overdue, Fully Paid, Completed, Cancelled. 

Active

  • End Date not selected + no funds received
  • End Date not selected + Grant Amount partially received
  • End date has not passed + nothing granted 
  • End Date has not passed + Grant Amount partially received

Overdue

  • End Date has passed + no funds received 
  • End Date has passed + Grant Amount partially received

Fully Paid

  • End Date has not passed + full Grant Amount received

Completed

  • End date not selected + full Grant amount received 
  • End date has passed + full Grant amount received

Cancelled

  • Manually canceled by a user