Approved and Paid Grant Details

Approved and Paid Grant Details

Select Grants to display the Grants page. Then scroll down on the page and go to Approved section and find approved and paid grant in question that you would like to view

• Quick glance: pulls up details in a side panel, where you can change or cancel the recommendation
• View details: pulls up details in a full-screen view, where you can then change or cancel the recommendation
• Recommend again: Allows user to recommend another grant recommendation to the same grantee in this recommendation.
• Resend Email: For staff viewing as advisor, clicking this option resend the recommendation submission confirmation email to the user who submitted the recommendation.

Approved and Paid Grant Details

Under Charity, you can view basic information about the charity, such as charity name, address, EIN (tax ID), and Canadian Charity number (for Canadian organizations).

Note: For Administrators: This information is pulled over from FIMS.

Under Remaining, you can view the number of payments that are scheduled to be paid for multi-payment grants, and information for each remaining payment, including the scheduled payment date and amount. The payments are listed in ascending order by scheduled payment date. If there are no remaining payments for the grant, this tile doesn't display.

Under Paid to date, you can view the number of payments that have been paid to date for multi-payment grants, the total amount of paid payments, and information for each paid payment, including the paid date and amount. The payments are listed in descending order by paid date. If there are no payments paid to date for the grant, this tile doesn't display.

View details for multi-payments

Note: Depending on your site's configuration, you may not have access to this functionality.

Under Grants, you can view details, grant ID, grantee name, status, and amount for each grant associated with the multi-payment recommendation. You can select a grant ID to display the grant details for the corresponding grant. You can also search for a grant and choose which columns to display in the grid.

Under Recommendation details, in Amount, you can view the summary of the multi-payment recommendation — total amount, number of payments, amount of each payment, and payment frequency.

At the top of the page, Multiple grants, see below displays beneath the charity name instead of the single grant ID that is shown for non-multi-payment grants. The amounts shown under Approved and Paid include all the approved grant totals and paid grant amounts.

View grant letters

Note: Depending on your site's configuration, you may not have access to this functionality.

How can I Upload Gift, Pledge or Grant Letters to DonorCentral?

If there are documents such as payment letters associated with a grant, you can view the files under Grant letters.

These letters which are generated in FIMS and then uploaded to DonorCentral provide information about when the grant's payment was sent. The Uploaded date shows when the file was uploaded to DonorCentral from FIMS. Last modified indicates when the file was last saved prior to being uploaded to DonorCentral.

To view a document, you can download it either by selecting Download file from the file's menu or by selecting the file's name.