GuideStar for Fund Advisors*

Written by Dana Kinsey

Last published at: May 1st, 2019

GuideStar functionality can also assist your Fund Advisors when they wish to give. 

When a Fund Advisor requests a grant to a nonprofit from their online Donor Portal page they can use the Search GuideStar for Grantee text box to find the grantee they wish to give to.

  • After they type the name of the grantee in the text box, your Fund Advisor will get a list with a button to "Create Request" next to the nonprofit grantee they wish to select.
  • When a Fund Advisor submits a new grant request you will see the request in CommunitySuite in the Grant Request Bucket under Grants.
  • Simply select the ID number of the request and you will see red Add Grantee on the left side of the screen.

You will have the option to add the Guidestar data to populate the Profile of the grantee if they do not exist in your database by choosing Add Grantee. If the grantee does exist in your database then choosing Add Grantee will create a duplicate profile.

If you have duplicates you can see them under Similar Profiles at the bottom of the Profile - you may wish to review your profiles on a regular schedule in order to clean up any duplicates and avoid complications.