What You Need To Know¶

Engage Grant is designed to help grant-giving organizations to manage this process. Engage Grant is one of the simpler Engage components so if you are familiar with other Engage components, you will probably find Engage Grant quite straightforward.

Key Concepts¶

An understanding of the following key concepts will help you to make the best use of Engage Grant.

Engage Grant workflow¶

The standard Engage Grant workflow starts with the details of the grant to which a contact is applying, including the amount applied for and when the application was received. You can then record the stages of the process including when the grant decision was made, how much was granted, when money was transferred, when the grant report was due and if it has been received.

Grant types¶

Use grant types to specifiy the different types of grant that your organization distributes. You can set up as many grant types as you like, and you can also search based on grant type.

Grant statuses¶

Engage Grant comes with three default grant statuses: Pending, Granted and Rejected. You can add more grant statuses to match your workflow.

Application forms and eligibility criteria¶

You can create application processing forms and eligibility criteria in Engage Grant, using Engage's custom data fields. Think about what fields should be attached to the contact who has applied for the grant, and what fields should be attached to the grant.

Key questions¶

Once you've familiarized youself with the concepts outlined above, and before you begin to work with Engage Grant, answer the following questions:

• What grant types does your organization offer?
• What is your grant application workflow and how can you map it to Engage Grant statuses?
• Do you have an application form, and if so, how can you model it using custom data?
• What kinds of reports do you want to generate from the grant process?