Create Grant Programs

  1. Navigate to the Grant Manager Portal by going to yourcausegrants.com or your client URL. Sign in with your Blackbaud ID (BBID) or Single Sign-On (SSO) credentials.

  2. After signing in, select Program Setup in the side navigation and then Grant Programs.

  3. In Grant Programs, select New and choose Program.

  4. In the Create Grant Program screen...

    1. Enter the program name.

    2. Select the default language.

      Warning: This cannot be changed after creating the program.

    3. Select the custom form to use as the Default Form. This is the main form for the application.

      Note: This form is automatically added to every workflow level to assist in reviewing. It can be changed up until applications are submitted.

    4. Select the workflow to use for the program.

      Note: This can be changed up until applications are submitted.

    Create a new grant program by entering the name, default language, form, and workflow in the Create Grant Program screen.

  5. Select Next to create the program as a Draft and continue on to configure it.

    Note: Programs must be published before sharing with applicants. Before publishing, be sure to finish the setup tasks outlined in Next steps.

 

Next steps - Configure the program and finish setup

After creating a Draft program, you'll be taken to Program Detail to complete setup and configuration. For more information about each tab, see the resources linked below.