grant catalog
We implemented a Grant Catalog synced from GLM for the first time so that our DAF holders could recommend grants to our competitive grant cycle directly from their portals. This has been a nice functionality, but now we're having issues pulling reports for the Fund holders because all their grantees show as "Grant Catalog Fund." Although they can see the purpose of the grants, our Donor Services Director would like to be able to sort all grants from any given DAF by the grantee organizations' names. Is there any way to configure the Grant Catalog so that Fund holders can see the grantees' names, not just the Grant Catalog Fund and grant purpose? This would be very helpful to reduce possible donor confusion and staff time spent preparing reports.
Rebecca White Body
shared this idea
9/3/2025:Feature: Grant Catalog Enhancements for Give Day
We have completely reimagined the Grant Catalog with comprehensive updates designed to support Give Day campaigns and provide greater flexibility in grant management.
Detail Tab Enhancements:Fund Integration: Added Fund field to Grant Catalog, enabling setup of dedicated catalog funds for streamlined grant organization.
Grant Type Categories: Redesigned functionality to use Grant Types as categories, allowing categories to display at the top of grant catalogs populated from Grantee or Fund records.
Request Form Customization: New Request Form Options provide complete control over required fields for grantees, including the ability to relabel input fields for a better user experience.
Fund Management Tools:Add/Remove Fund Menu: New left-side menu option simplifies fund filtering and catalog management.
Enhanced Fund Selection:
- View funds with Fund Summaries for informed selection.
- Use the Summary checkbox to include fund information in the grant catalog.
- Streamlined Add Fund process moves selected funds directly to the catalog.
Bulk Fund Removal: Remove multiple funds at once using checkboxes or select-all functionality.
Grantee Management:Add/Remove Grantees: New left-side menu options for efficient grantee catalog management with filtering capabilities.
Bulk Operations: Add or remove grantees individually or in bulk using checkbox selections.
Bulk Approval: Process multiple submitted requests simultaneously for faster grant management.
Request Management:Add/Remove Requests: Filter and manage grantee requests with new bulk operations.
Automated Grant Creation: Adding requests from filtered nonprofit lists automatically creates grants for each selected grantee.
Nonprofit Directory Integration: When adding requests, choose to use short or long descriptions from the Nonprofit Directory listing.