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....

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...

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...

Run a Charity Check

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. There are multiple ways to run a charity check, see the three options below: Option ...

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...

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...

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...