Edit a Grant Cycle

Written by Nick Miles

Last published at: December 12th, 2019
  1. Navigate to Grants.
  2. Select Grant Cycles in the left-side menu.
  3. In the Grant Cycles window, select the Grant Cycle ID.
  4. Click Edit from the left-side menu.
  5. Edit the following information:
    • Name
    • No Request Amounts - this allows you to create open ended grant requests. In other words, this allows you to raise as much as you can for a specific grant request, and fund the amount raised. The amount being requested does not need to be defined.
    • Hide Funded - hides the amount Funded.
    • Auto Approve DAF Grants - auto Approves all DAF Grants made from Fund Advisors who give to your Grant Catalog.
    • Grant Request Dates - dates that Grant Requests can be accepted in the Grant Catalog.
    • Grant Catalog Dates - dates that the Grant Catalog will be live.
    • Funding Goal
    • Request Header Text - welcomes Grantees and begins the online Grant application process. Add text to instruct Grantees how to start applying for inclusion in your Grant Catalog (note this section supports HTML.) 
    • Request Create Header Text - explains how to apply for a Grant within the Grant Catalog. This Is the place where you can enter text instructions on exactly how to fill out the form for your applicants.
    • Request Submitted - thanks Grantees for making a Grant Request. This message appears after a Grantee submits a Request for inclusion in the Grant Catalog.
    • Header Text - instructions for the Grant Catalog Donation process. 
    • Hide From Public -  hides the Grant Cycle from public view within the Online Donations Portal - Grant Catalog.
    • Hide from Fund Advisors - hides the Grant Cycle from Fund Advisors within the Donor Portal - Grant Catalog.
    • Private - requires a unique URL to access the Grant Cycle within the Grant Catalog.
      • If selected, the Unique URL can be found at the top of the Grant Cycle window.
  6. In the Grant Categories window:
    • Enter the Name of at least one (1) Grant Category.
    • Enter the Sort Order.
      • This defines the order of your Grant Categories within the Grant Catalog.
  7. Click Save.