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Grantmaking

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Grantmaking Forms

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Grantmaking Forms

Create online applications for grants, set up workspaces for reviewing applications, and create forms for grant recipients to report their progress.

Required Editions

Available in: Lightning Experience

Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.

Manage Grant Applications and Use Flow to Launch an Application for a Grant Seeker
Make it easy for grant seekers to apply for funding by creating a multiphase or multi-section application by using Form Framework. Set up Grantmaking forms and applications for your Experience Cloud site. Then, create a flow to create a grant application for an applicant, and launch the flow by using a button in your Experience Cloud site.
Set Up Grant Application Reviews, Assign a Group of Reviews, and Share Application Records
Create review workspaces for grant applications that provide a way for reviewers to enter their feedback and ratings. Make it easy for grant managers to assign multiple applications to one reviewer at once. Make sure that reviewers can see the records related to the grant application. Create flows by using the Assign Reviews in Batch and Share Application Review flow templates and customize the flows for your organization’s needs.
Manage Grant Recipient Progress Reports
Use Form Framework to provide a streamlined way for grant recipients to complete progress reports on your Experience Cloud site. Recipients can report on budget usage and report outcomes for the grants they receive from your organization.

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