Grants module guide

The Grants module tracks grant compliance obligations from both sides — funding your organization receives, and funding it provides to others. For a foundation, the figures behind a Form 990-PF typically come from the financial statements on record.

What Grants tracks

Open Grants from the left navigation. There are two perspectives:

Grants received (you’re the grantee):

• Grant Received — a grant award your organization received from a foundation, agency, or other grantor.
• Reports to Grantor — the reports you must submit back to the funder, with their due dates.
• Grant Received Restrictions — use restrictions and compliance requirements attached to the funding.

Grants made (you’re the grantor):

• Grant Made — a grant award your organization provided to a grantee.
• Reports from Grantee — the reports the grantee must submit to you.

Adding a record

Creating or editing records requires Editor access to the Grants module.

Document register

Open the record type, click New, fill in the award details, and Save. Open the grant to add its reports and restrictions and to set deadline reminders. Each grant also keeps a chronological document register — Grant Received Document on the grantee side, Grant Made Document on the grantor side — recording the award letter, the grant agreement, an amendment, a no-cost extension, a budget modification, a notice, or a termination notice, each by document type and effective date.

Derived dates and status

A grant’s start and end dates, and its status, follow from the document register rather than being typed directly: the grant agreement (or an approved no-cost extension) sets the start and end dates, and a termination notice files the grant as terminated. The grant then moves automatically through started, extended, terminated, or completed. Close-out stays a date you enter by hand once the funder — or, for a grant made, your own organization — confirms every requirement was met.

Who can access grants

• Viewing requires access to the Grants module.
• Creating or editing requires Editor access.

On Enterprise plans, access group scoping limits records to entities within your assigned access groups.