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

      • Any organization

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

        Warning: The Organization Options > Allow Applicants to add organization not found in the database option can be enabled to allow Applicants to add their organizations if not found in GrantsConnect. It is important to note that this is not recommended as the organizations have not been vetted by YourCause + Blackbaud or our partners, and it may impact reporting.

      • Organizations based on charity bucket

     

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

     

    Note: This functionality is only available if the Recipient is Any 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. Enable the Reserve funds for submitted applications... option to ensure funds are automatically reserved from an application's assigned budget.

      Tip: This functionality must be enabled to automatically decline applications based on the available funds. Learn more.

      Note: For more information about Budget Reservation, see the Financials resources.

     

    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. Enable the Mask Applicant information option if Applicant information should be hidden.

      Note: When this is enabled, Applicant information will be hidden from all Grant Managers unless the workflow level or sub-level has the Show masked applicant information option enabled. If this workflow level setting is turned on, then any Grant Managers in the level can view masked data regardless of the program setting or user permissions. For more information about masking, see FAQs > Field Masking.

     

    1. Create any program deadlines, if applicable.

     

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