Grant recommendations may be made via the Approvals & Grant Requests tab once you’re logged into the Portal.

Navigate to the Approvals & Grant Requests tab in the left menu and select the green Create grant request button near the top right.

• NOTE: You can also check the status of previous grant requests from this tab.

Selecting a grantee

After you select the green Create Grant Request button, you will be brought to the following page. From here, you have three options for making grant requests; choose from previous grantees, search for other grantees in our system, or enter information manually.

Completing the grant request

Regardless of which method you use to select a grantee, once you’ve made your selection you will be prompted to enter additional information about your request.

Please enter the grant’s purpose in the Description box and the dollar amount you would like to request. The minimum grant amount is $250.

You may attach a file, such as information provided by the grantee organization that might give additional detail about the grant and provide additional notes.

When ready, select the green Review button.

Review your request and either choose to Submit or Edit.

Once your request is submitted, our grants team will review it to ensure it aligns with your fund agreement and the amount available to distribute. The team will either process the grant or contact you for more information.

Checking the status of a grant request

You may return to the Approvals and Grants Requests tab to check the status of your request, which will evolve from Request to Pending to Paid. If the grant is in Request or Pending status, it can be canceled using the green Cancel button.

The system will not alert you if you request grants totaling more than you have available, but you can track that on the Fund Overview tab of the portal. As soon as you submit a grant request, the Spendable amount on the overview page will be reduced by the amount of the grant request.

Grantmaking history & replicating a previous request

The Grants from the Fund tab displays the history of grant distributions from the fund by organization in the Grant Overview section and in chronological order in the Grant History section.

In the Grant Overview section, grants are listed alphabetically by organization, including the total number and dollar amount of grants made to that organization.

In the Grant History section, you can view the date processed, status, name of the organization receiving the grant, grant purpose, and grant amount. You may filter the information or use the green Export button to download a spreadsheet of the information.

If you want to make a grant to the same organization, select the green Copy button for that line. It will replicate the information for a new grant request.

Fund advisors with Donor Advised Funds who have set up recurring grants can view them in the Recurring Grants section. DAF fundholders interested in setting up or editing recurring grants should contact their donor engagement officer.