Add a grantor

1. On the Foundations page, select Add a grantor. The Add a grantor A grantor is the organization that funds a grant program. To make an organization a grantor, you assign a Grantor constituency to the organization. screen appears.

2. In the Constituent field, search for and select the organization to make a grantor.

   If the organization is not a constituent in your database, select Add on the search screen to create a constituent record for the organization.

3. In the Type field, select the type of grantor such as Foundation or Trust.

4. In the Contact field, select a contact for this organization. Only individuals marked as contacts on the Relationships tab of the organization’s constituent record appear.

5. Select Save. The Grantor page appears.