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Make a Grantee Inactive

When you make a grantee inactive, CommunitySuite will remove the grantee profile from your list of grantees, and retain a record of any grants that were given to the grantee. Navigate to Grantees. Locate the Grantee Profile and open the Grantee Record. Click Set Inactive from the left-side menu....

Last updated: May 24th, 2019 by Nick Miles

Edit a Grantee Record

Select Grantees from the Home page. Search for a grantee, or click List to select from a list of all grantees. Click Edit. In the Grantee window, edit the following: No Charity Status Check Select this checkbox to disable Guidestar/Ajah charity checks for the grantee. Last Charity Status Check Enter the last date that a charity check (Guidestar/Ajah...

Last updated: July 19th, 2019 by Nick Miles

What is Guidestar?

CommunitySuite integrates GuideStar Exchange information with Grant processes, designed to streamline and verify the nonprofit status of organizations.The GuideStar Exchange Program is an online database (unaffiliated with the foundation) that allows nonprofits to keep current core data in one place (e.g. board of directors, IRS Form 990, Audited Fi...

Last updated: June 10th, 2019 by Nick Miles

Run a Charity Check

Note: To run a charity check on a grantee: Enable Guidestar (for American clients) or Enable Ajah (for Canadian clients) must be enabled in system data. The Grantee must have an EIN entered in their profile. No Charity Status Check must be unchecked in the grantee record. Select Grantees from the Home page. Search for a Grantee or click List and sel...

Last updated: August 28th, 2019 by Nick Miles

Adding a Grantee*

A Grantee is a 501(c)3 type nonprofit. The nonprofit must have a Profile and be tagged as a grantee in the system.  To get started, go to Grantees under the Non-Profit column Search for the Grantee name Select the Profile and choose Make Grantee from the left menu If they are not found you need to add them to the system. Add a new Grantee by going t...

Last updated: February 27th, 2018 by Reina Gallion

Deleting a Grantee*

Delete a Grantee from the system. Go to Grantees Type the grantee name in the search box and select  it Choose Delete from the side menu You will be asked to Confirm the Grantee Delete action - select [Yes] if you wish to delete the grantee The grantee will be deleted unless there are transactions associated with the Grantee record, if there are tra...

Last updated: February 27th, 2018 by Reina Gallion

Set up Public Requests for a Grantee*

Public Requests means that  the grantee is open to accepting donations from the public and from your Fund Advisors. To set up Public Requests for a Grantee you will need to go to Grantees Select the Grantee Choose Edit from the left side of the screen Select the Public Requests checkbox Choose Save to complete If Public Requests is checked, the Gran...

Last updated: August 31st, 2018 by Reina Gallion

Grant Funding Request Form*

After setting up a Grant Catalog Grant Cycle you can send a link to your Grantees inviting them to request funding for projects.  When your Grantees select the link they will need to pick their nonprofit name in order to see the Grant Request Information form applicable to their organization.  Once they are in the form they can fill out the followin...

Last updated: February 27th, 2018 by Dana Kinsey

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