Create Grant Types

Written by Nick Miles

Last published at: April 5th, 2019

Grant Types can be used to indicate the philanthropic interest of a profile, and easily filter desired grants for reporting purposes.

  1. Click Grant Types from the Home page.
  2. Click Create.
  3. Give the grant type a Name and click Create.
  4. In the left-side menu:
    • Click List to view all grant types.
    • Click List Profiles to display all profiles that are associated with the selected grant type interest.
    • Click List Grants to display all grants that are associated with the selected grant type.