Funding Requests Overview

After you identify the areas of need and the corresponding funding amounts required, you can create a funding request for each grant program you need to pursue to obtain the overall funding need. For each funding request, you enter the grant program name, along with the status, amount, and submission date. You also create an outline that identifies the steps required to complete the request process.

The step outline defines each action a fundraiser must complete to meet the application requirements for the funding request. For example, you may have a plan step for a fundraiser to submit a letter of intent to the grantor. When the fundraiser submits this letter, you can mark the step complete. With a request outline, you can track completed and pending steps to determine your organization’s progress toward the completing the grant program application process.

After you create a funding request, you can enter grant awards in response to the request, select the designations to associate with this funding, assign additional fundraisers, or add documentation to the request.