Grants Management
Document individual grant plans while also being able to access a birds-eye view of the whole program.
Click-Through Guides
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COMING SOON: Worksheet: Grants Action Plans
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Add a Proposal Manager to a Grants Plan
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Close a Grant Plan
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Assign Prospect Research Including Reason and Type Using the Major Giving Portfolio's Prospect Queue
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Creating Helpful Grants Reports
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Include Grants in Contributions Reporting
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Include Grants in Follow Ups Reporting
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Bulk Upload Action Plan Data (En/Es)
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Details
- 1 Worksheet
- 7 Guides
- EveryAction
Access this course
(and more!) by subscribing to one of the following bundles.
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Development Syllabus
Bundle • 29 learning productsDevelopment-focused courses | Build your EveryAction skills for development and fundraising in EveryAction. Includes EveryAction content related to development and development integrations available on the Toolbox.
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Database Admin
Bundle • 44 learning productsALL ACCESS PASS | Structure your EveryAction database to best-practice standards. Includes all EveryAction content available on the Toolbox.
Built in Collaboration
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Asian American Advocacy Fund
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National Domestic Workers Alliance
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Showing Up for Racial Justice