Funding Plan

The funding plan contains information about a specific, overall need within your organization. For example, you may create a funding plan for your organization’s community outreach programs. In this plan, you enter the overall funding need for all programs that fall under the community outreach umbrella. You can assign fundraisers to the plan and add funding requests for each grant program you want to pursue to meet the total funding amount needed.

Note: Before you manage information about grants and grant requests, use configuration options to set up Foundations for your users. For example, you can define plan outlines and the default credit rules you want to make available. For information about Foundations configuration options for grants, refer to Grants Configuration.