Summary
The opportunity to support other organizations through financial assistance is coupled with the responsibility to administer those funds and application details carefully. Your funders will expect that you will take as great care administering funds as your grantees do expending them. Using CiviCRM, you have effective tools to handle this process as a part of your overall constituent management program.
In this chapter, we:
Reviewed the grant management workflow and discussed how it translates to the CiviCRM model.
Created new grant records and saw how each step in the process is tracked.
Searched for grants and noted the various field options unique to these records.
Discussed the possibility of repurposing the grant management tool for your organization's grant application to other entities. We also briefly considered the alternative option of using CiviCRM's case management tools for grant application processing.
In the next chapter, we will turn our attention to CiviCRM's reporting...
