Explore grant opportunities

Explore grant opportunities

On the Home page, under Opportunities, donor/advisors can view information about existing or upcoming giving opportunities and recommend a grant. Administrators can also add opportunity cards for donor/advisors to choose.

Note: Some features are only available to donor/advisors and to administrators viewing as advisors. If you are an administrator, go to Home and select View as advisor. For more information, see View DonorCentral as an Advisor.

Recommend a grant from a grant opportunity

1. Locate the opportunity for which you want to recommend a grant.

2. Select Recommend a grant > to display the Grant recommendation form with the grantee already selected. For information about creating a grant recommendation, see Create a new grant recommendation.

Add new grant opportunity

Note: Features described in this section are only available to administrators.

1. Select + Add an opportunity.

2. Enter a Title (required) and Subtitle (optional).

3. To associate an image with the opportunity, do one of the following under Image:

• To upload a file saved locally or on your network, move the image file to Drag a file here , or select the box to browse and choose the file.

          OR

• To link to an image file online, enter the file's web address under Paste a link to a file, and select Done.

Tip: To remove an image file, select Delete.

4. Enter details about this opportunity in Content. To include links to external websites, select the link icon in the text editor menu bar.

5. To include the Recommend a grant button on the opportunity card, select Include recommend button. Then, use the Select a charity field to locate a grantee organization to link from the recommendation.

6. Select Save to save the new opportunity and return to the Home page.

Edit an opportunity card

Note: Features described in this section are only available to administrators.

1. Select the pencil icon to edit an opportunity card.

2. Edit the Title and Subtitle as needed.

3. If desired, you can associate an image with the opportunity. Under Image, do one of the following:

• To upload a file saved locally or on your network, move the image file to Drag a file here, or select the box to browse to and choose the file.

Tip: To remove a file, such as if you choose the wrong one or enter the wrong URL, select Delete.

OR

• To link to an image file online, in the Paste a link to a file field, enter the file's web address and select Done.

4. Enter details about this opportunity in Content. To include links to external websites, select the link icon in the text editor menu bar.

5. To include the Recommend a grant button on the opportunity card, select Include recommend button. Then, start typing in the Select a charity field to locate a grantee organization to link from the recommendation.

6. Select Save to update the opportunity.