Inbound Grants

Represented by Opportunity, Gift Transaction, Gift Commitment, and Gift Commitment Schedule.

Definition:

  • Grants are donations that typically have an application process. They are considered solicited.
  • They could be renewals of previous grants
  • Payment could be made in a lump sum or several payments over time

Examples:

  • Receive a grant paid in a lump sum by check
  • Receive a grant in multiple payments over time

Considerations:

  • Tasks may be associated with each stage of the grant process. There may be application and post-award requirements, such as LOI (application), or Reports (post-award) which need to be tracked. Action Plans may be used to track these tasks.

Using Opportunity / Gift Commitment / Gift Commitment Schedule because:

  • Want to track solicitation process
  • May be a multi-payment commitment
  • May be awarded before paid, which needs to be tracked

Prerequisites for Salesforce Admin:

  • See Prerequisites for Salesforce Admin from Multiple Payment Gift

  • Required
    • On Opportunity object
      • Determine and set up the grant solicitation process (record type, stage values, Sales Process)
      • Determine and create custom fields to capture grant-specific information
      • Set up grant-specific Page Layout
    • Set up Permission Set for anyone who needs access to grant-related functionality and assign to appropriate users
  • Optional
    • Set up Action Plans to track grant requirements/deliverables
    • Create automation to simplify requirement/deliverable management
    • Set up automation to create Gift Commitment from Opportunity when grant is awarded

Prerequisites for End User:

Best Practices:

  • See Best Practices from Multiple Payment Gift

  • Any written documents around grant distribution/award can be tracked against Gift Commitment

How to enter the payment via Gift Entry:

How to enter the payment (without Gift Entry):