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. From Applications, navigate to Program.

  2. In Grant Programs, select New to create a program or select the menu icon next to your program and then Edit program to edit an existing one.

  3. In the Program, select the Settings tab to update the 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 the Blackbaud Verified Network (formerly NPOconnect).

    • Specify if you want applicants to be able to add their organization, if their organization is not found in the Blackbaud Verified Network (formerly NPOconnect) database.

      Note: Organizations added using Add organization are private and will not be added to the Blackbaud Verified Network (formerly NPOconnect) database. Nor will they receive vetting messages.

    • To help bypass the government tax identification number, you will need to set up the Organization Options within your Program to allow this. Please review the following steps to set this up:

    1. From Applications, select Program.

    2. Locate the program where you wish to bypass the government tax identification number requirement.

    3. Once located, select the action menu in the far right column to Edit program.

    4. From the specific program page, select Settings in the left panel.

    5. Under Organization Options, mark the checkbox for 'Make government tax ID optional when adding organizations (client-processed only)'.

      Note: If this option does not appear, it may be due to one of two possibilities: 1. The Recipient setting is set for 'An individual applicant' or 2. The checkbox for the 'Allow applicants to add organizations not found in the database' option is unchecked. Once these two issues are addressed, the option will appear.

    6. Save and close.

      After these steps, instruct your applicants to fill out the Select Your Organization fields before they reach the form.

      Warning: This setting only applies to programs processed by the client. For programs processed by YourCause, the government tax ID is still required.

    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's 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 the email body (where applicable), email signature, and in the From field for all outgoing emails associated with this program.

    3. For the Draft application reminder, enter how many days before the cycle end date an email should be sent to applicants who have not yet submitted their draft applications. By default, this is sent seven days before the cycle closes.

      Note: Don't see this setting? If the Do not show cycle dates in the applicant portal checkbox in Details is selected, reminders for Draft applications cannot be sent.

    4. Specify if Applicants and Grant Managers should receive Form due reminder emails when forms have a due date. By default, this is set to five days.

    1. Create any program deadlines, if applicable.

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