Configure Grant Program Settings

Default settings for Recipients, Collaboration, Program Emails, and more are automatically configured when a program is created. These settings can be updated to further customize each program based on an organization's needs.

Note: Edits made to a program on the Program Detail page are saved automatically.

  1. Navigate to the Program Setup > Grant Programs area.

  2. Either create a new program or edit an existing one.

  3. Select the Settings tab on the Program Detail page and update the various settings shown below.

    1. Specify who will be receiving and benefiting from the funds awarded for this program.

      • An individual Applicant

      • An organization

        Note: Selecting An organization allows the system's search to access all the organizations registered in NPOConnect.

    1. Specify if you want applicants to be able to add their organization, if their organization is not found in the NPOConnect database.

    Note: Organizations added using Add organization are private and will not be added to the NPOConnect database. Nor will they receive vetting messages.

    Tip: If an applying organization wants to be added to NPOConnect, the organization needs to contact NPOConnect directly to create a profile. For more information, see the NPOConnect Help or go directly to NPOConnect at https://nonprofit.yourcause.com/ to manage your organization.

    1. Specify the countries and/or regions that are eligible for the program. Only organizations in these locations will appear in the organization search.

    Note: All locations are supported by default.

    Note: This functionality is only available if the Recipient is An organization or Organizations based on charity bucket.

    1. Specify how many applications each organization can submit by choosing one of the following options:

      • Allow multiple applications

        Note: This is the default setting.

      • Limit to one application for this program

      • Limit to one application per cycle

      • Limit to one application in the current cycle if there was an approved and awarded application in the previous cycle

    2. Optional - If an option to limit applications was chosen, you can customize the error message that will appear to any applicants who choose an ineligible organization when creating their application.

      Note: A placeholder message for each option is provided in the Message to display... text box. No message is needed if Allow multiple applications is chosen.

    1. Disable the Allow Applicants to add additional Applicants to aid in completing forms option to disallow Applicants from adding collaborators to an application.

    1. Disable the Allow applicants to copy applications option to disallow Applicants from copying applications.

    1. Enable the Hide payment status in Applicant Portal option if an award's payment status should not be shown to the Applicant.

      Tip: A brief custom message can be shown in place of the payment status in the Applicant Portal. This can be entered in the Alternate payment status text field that appears when enabling this action.

    1. Enable the Invitation only option if Applicants should only be able to apply with an invitation.

    1. Enable the Use program logo... option to use the logo provided in the Program Details > Details tab for all emails related to this program.

      Note: If this is disabled, then the client's logo will be used instead.

    2. Update the Sender display name if it differs from the client's name. This name will be used in email body (where applicable), email signature, and in the From field for all outgoing emails associated with this program.

    3. Specify the number of days before a cycle ends when an email should be sent to all Applicants who have not submitted their draft applications.

    4. Specify if Applicants and Grant Managers should receive Form due reminder emails.

    1. Create any program deadlines, if applicable.

  4. Save all changes (e.g., Save, Save as draft, Save and publish).