Creating a Grant

A grant is a custom segment. For details, see Custom Segments for NFP Financials.

Use the grant record to store important information and report on that information.

Each transaction is associated with a grant ID at the line-item level for direct expense attribution.

Note:

If donors do not pay as promised, you can write off the grant. See Writing off Pledge or Grant Receivables.

To create a grant:

Go to NFP Financial Center > Grant Management > Grant > New.
Under Primary Information:
1. In the Title field, enter a name for this grant. The name you enter here appears in grant lists.
  
  You can enter a short name or code here and include more information in the Grant Description.
2. From the Parent list, select the larger parent grant if the grant is a subgrant or a smaller portion of another grant.
  
  If your role has the necessary permissions, you can click New to create a new grant record to be the parent.
  
  If you select a parent grant in this field, the name of this grant is shown following the parent grant and a colon in grant lists.
3. In the Grant Description field, enter a description of this grant. There is a limit of 999 characters.
  
  If you use codes for grant names, this is where you enter the full name of the grant.
4. From the Sponsor list, select the constituent who is providing funds for the grant.
  
  If your role has the necessary permissions, you can click New to create a new constituent record if needed.
5. From the Principal Investigator list, select the principal investigator.
  
  If your role has the necessary permissions, you can click New to create a new employee record if needed.
6. In the Total Amount field, enter the total grant amount. Use your subsidiary’s base currency for the amount.
7. In the Start Date field, type or select the date that the grant becomes effective.
8. In the End Date field, type or select the date that the grant expires.
9. From the Status list, select the status of the grant.
  
  If your role has the necessary permissions, you can click New to add another grant status option.
10. From the Form list, select the form you want to use. For example, NFP-Grant.
11. To inactivate this grant record, check the Inactivate box.
  
  Inactivated records do not appear in lists or as options anywhere in your account.
  
  To view inactivated grant records or reactivate them, go to NFP Financial Center > Grant Management > Grants, and then check the Show Inactives box.
In the Classification section:
1. From the Grant Type list, select the type of grant. For example: Federal, State, City, Foundation, or Corporate.
  
  If your role has the necessary permissions, you can click New to add another grant type option.
2. From the Grant Restriction list, select one of the following options to indicate the type of grant restriction:
  - Use – restricted for a specific purpose or project
  - Time – restricted for a specific time frame
  - Use and Time – restricted for both a specific purpose and time frame
3. From the Grant Term list, select the term of the grant.
  
  If your role has the necessary permissions, you can click New to add another grant term option.
4. From the Grant Priority list, select the grant priority.
  
  If your role has the necessary permissions, you can click New to add another grant priority option.
5. If this is a federal grant, in the CDFA Number field, enter the five-digit CDFA number. This field applies only to federal grants.
6. If the grant is subject to Single Audit, check the A-133 box. This field applies only to federal grants.
In the Other Information section:
1. From the Relationship Manager list, select the relationship manager.
  
  If your role has the necessary permissions, you can click New to create a new employee record if needed.
2. From the Program Officer list, select the program officer.
3. From the Grant Lead list, select the grant lead.
4. In the Grant Application Date field, type or select the date that the grant application is due.
5. In the Grant Application Decision Date field, type or select the date that a decision on the grant application is expected.
6. In the Grant Inquiry Date field, type or select the date that the grant inquiry letter was issued.
7. In the Grant Inquiry Decision Date field, type or select the date that the decision was received on grant inquiry letter.
Enter additional information as necessary. You can enter or view information related to child records, milestones, related records, notes, files, workflow, and translation.

The Grant page has several subtabs. The subtabs that display on the page are determined by the setting and options you have enabled.
On the Related Records subtab, you can view the related net assets, invoices, expenses, opportunities, grant orders, and projects.
Click Save.

To create a grant:

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