Grant Status Timeline

You can view your grant status at each stage of the grant process to gain further insight into the status of your grant.

On the Homepage, click on "Recent Transactions" under your fund balance. This will take you to a page displaying all your activity, including contributions, grants, and campaigns. To view your grant history, simply select the "Grants" button.

This will take you directly to your grants, where you can click "Details" on each specific grant to see its current stage and the corresponding dates for each completed step. You'll notice we've changed and added new statuses:
- Grant Submitted
- Grant Approved
- Gather Funds
- Sent Payment
- Deposit Payment

Understanding the Grant Statuses

There are seven possible grant statuses:

Submitted: Your grant has been submitted for review.
Pending: The grant recommendation has been created, but the charity has not yet gone through the due diligence process.
Approved: Charity due diligence was completed and charity found to be eligible. In addition the grant note was reviewed for incidental benefit. The grant recommendation is then deemed approved
Processed: The grant money has been initiated to the disbursement account; grant payments are prepared, reviewed, approved, and then released and sent to charity.
Received: The grant has been received by charity (the charity has cashed the check or the ACH payment has cleared their account)
Rejected: The request did not meet eligibility criteria.
Canceled: The user canceled the grant submission.

Grant Processing Timeline

When a grant is submitted, there is a sequence of events that take place from the submission date until the charity receives the check/ACH payment. TIFIN Give reviews, processes, and approves grants on a daily basis.

The following timeline assumes there is no additional diligence needed for the grant and the liquidity process for funding the grant is in good order. The timeline is based on business days:

Day 1: Grant is submitted
Day 2: Grant is reviewed and approved
Day 3-4: Liquidity request is sent and Give operations liquidates and sends the funds on next business day of settlement.
Day 4-5: Funds are received and payments are released to the charity.

**ACH payments are received by charity within 2-3 business days once sent

**Checks are received by charity within 1-2 weeks

Please keep in mind once we've reached the last step, the grant is out of our hands. The charity may receive the check and not cash it right away. Please reach out to your advisor if you have any questions on a recent grant.

Recent Transactions Filters

Create custom filters on the Recent Transactions page to quickly filter to the specific grants or contributions you're looking for. Filters are available for:

Contributions
Grants
Campaigns

When you click Filter, you’ll see a set of radio buttons that allow you to narrow down results.

Contribution Filters > filter further by Contribution Type and Contribution Status.
Grant Filters > filter further by Receiving Charity and Grant Status.

Campaign Filters: Filter transactions associated with specific campaigns.

Clicking Filter again will keep your settings in place and display tags showing which filters are active. You can easily remove an individual filter by clicking the “x” on its tag, or reset everything at once with the Reset All Filters button.

Additionally, whatever filter you have set will apply to the Download to Excel feature. In other words, the file you export will reflect the filters you’ve applied:

Apply filters > Download only those filtered records
Remove all filters > Download all records within the selected date range

This ensures your downloaded reports always match exactly what you see on within the Recent Transactions table.

Transaction Detail Cards

Transaction Detail Cards are enriched with a number of data fields on both grants and contributions, giving users a complete view of all the details associated with their funding and gifting activity.

For Bank ACH Contributions