Adding Grants to Giving History

Proposals and grants are added and managed through the Grant Manager. If a grant is incoming, that is, your organization is receiving the grant, you may wish to add the grant to your organization's giving history so that it is counted in your giving totals. The grant will appear in the list of gifts attached to the foundation who made the grant. The gift type is either Grant or Grant Payment, depending on how you transferred the information.

When a grant is approved, it may come with some conditions, for example, matching requirements or program milestones. For these grants, you may not want to count them in your giving history until the payments have been received. In other cases, however, a grant may be unconditional but the payments may be spread over time. In this case you may want to count the grant when it is made rather than wait for the payments. In ExceedFurther you have both options.

Note that you can transfer a grant or the payments associated with the grant, but not both for the same grant. That would create double counting in the donor's giving history.

When you transfer a grant or a grant payment to the gift screen, you need to add the gift fields that are expected with each gift entry. These may vary, depending on how your administrator has set up you gift entry screen. The following list of fields may not appear in its entirety and may not be in this order:

1. Method - the method of payment.
2. Date - the gift date, set to the grant or payment date, although it can be changed.
3. Amount - the amount of the grant or payment that is transferring to the gift screen.
4. Deductible amount - the amount of the gift that is tax deductible.
5. Reason - the Reason code to associated with this grant.
6. Campaign - the Campaign code, if any, associated with this grant.
7. Fund - the Fund or Funds the grant or payment is directed to.
8. Event - the Event this grant is associated with, if any.
9. Tribute - if this grant is in honor or memory of someone, enter the Tribute.
10. Credit - select a gift credit for this grant.
11. Solicitor - enter the solicitor for this grant.
12. Acknowledged - if this grant has been acknowledged, check this box.
13. Ack Letter - enter the letter template to be used to acknowledge this grant or payment.
14. Ack Date - enter the date the grant or payment was acknowledged.
15. Batch - select a Batch code if you wish to add this grant or payment to a batch of gifts.
16. Notes - add any notes about this grant or payment.
17. Soft Credit - click on the Soft Credit box if you wish to soft credit another donor with this grant or payment.

Transferring a Grant to a Gift

From the Grants tab of the Grants Manager, you can select a grant and click on Add Grant to Gift. This creates a record in the giving history for the organization making the grant. The gift type is Grant. You can add all of the fields above, plus any user defined fields, depending on how your administrator has set up your screen.

Transferring a Grant Payment to a Gift

From the Payments tab of the Grants Manager, you can select a grant payment and click on Add Grant Payment to Gift. This creates a record in the giving history for the organization making the grant. The gift type is Grant Payment. You can add all of the fields above, plus any user defined fields, depending on how your administrator has set up your screen.