We're thrilled to announce a significant enhancement to Keela! Our latest update brings grant management capabilities to our platform, empowering you to streamline your grant application processes effortlessly. Now, you can efficiently manage grants within Keela, ensuring greater impact for your organization's mission.

Release Video

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.

In The Fundraising Tool

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

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.

(2) Fill out the Grant card that appears.

For further details, visit this article.

Grant Status

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

Navigating Grants in Keela

After you've created the Grant, you will be able to manage the Grant in your Keela account:

You can learn more about Navigating Grants in Keela here.

Grant Filters

We've added a whole new set of Filters so you can properly filter and report for your grants in Keela. You will find "Grants" filters in Contacts, Transactions, Grants and Grarants associated with a specific Grantor.

These are the following filters:

Grant Name
Grant Status
Grant Type
Grant Amount
Start Date
End Date
Application Stage
Application Submission Date
Application Deadline
Amount Received
Amount Outstanding
Assignee
Campaign
Impact Area