Use this link to share with your colleagues:
Best Practices: Grant Management: https://help.pm.leapevent.tech/a/1529151
Grants are likely a key component of your fundraising strategy, but are you taking full advantage of the tools available? Join us for a discussion of recommended best practices for tracking grants in PatronManager.
We'll follow a grant from early research, through the application process, to tracking payments and reporting requirements, to actionable data you can reference when applying for similar grants in future. Along the way we'll highlight tools you can use to streamline your process, make your life easier, and increase your funding.
We recommend setting the video quality to 720p (click on the gear at the lower-right of the embedded video) and watching the video in full-screen mode, if possible.
Related articles and resources:
- How to Track Grants and Grant Payments in PatronManager
- How to Add the New Grant and New Grant Payment Actions to Page Layouts
- Salesforce Trailhead module about Path
- How to Create and Edit List Views
- Page Layouts: Change the Way Your Accounts, Contacts, and Donations Look
- How to Add, Edit and Retire Picklist (Drop-Down Menu) Values
- How to Create and Update Custom Fields
- How to Create a Task
- How to Set Up Chatter
- How to Add Soft Credits or Solicitors to a Donation
- How to Create a New Stage for Donations
- What is the Donation Probability Percentage?
- All About Reporting
- Basic Reporting Customizations
- How to Schedule or Subscribe to a Report
- How to Report on Your Donation Pipeline and/or Accounts Receivable
- Introduction to Dashboards
- All About the Client Community
- All About Product Ideas