Admins can create and publish a grant in the Bonterra Grantmaker using a simple, step-by-step process.
The following instructions will guide you through each stage to build a clear, consistent, and accessible funding opportunity for applicants.
Step 1: Choose a template and name your grant
Choose a grant template and name the grant. Templates help ensure that each grant follows a consistent structure and includes the necessary application components.
There are three standard templates to choose from:
Programmatic Grant - A Programmatic Grant provides funding to nonprofit organizations to support their programs that align with the Funder's philanthropic priorities.
Event Sponsorship - Event Sponsorship offers financial support for non-promotional events, often in conjunction with industry memberships or charitable donations.
Unrestricted Grant - An Unrestricted Grant allocates funds to nonprofit organizations without specific usage constraints, allowing the recipient to apply the funds where they are most needed to advance their mission.
Step 2: Define grant details
Define the details that will determine the grant scope and structure.
Step 3: Establish eligibility criteria
Our AI will suggest eligibility criteria based on the grant details. You may change suggestions as you see fit.
Required – Grant applicants/applications must meet this criterion to be considered for the grant.
Preferred – Grant applicants/applications should meet this criterion to apply for a grant, but it is not required.
Step 4: Adjust the grant application template
In all applications, a Grant Admin can choose to include or exclude a specific question from the grant application if it does not apply.
Questions labeled “default question” must be asked; they cannot be excluded.
Step 5: Select required attachments
Choose which attachments must be submitted with grant applications.
Step 6: Publish the grant
When your grant is ready, publish it to make it visible to nonprofits via a URL.
A grant cannot be edited once it has been published to ensure equitable experiences across all applicants. It can be unpublished.
Step 7: Share the grant
Share to the Nonprofit Hub - Grants that are made visible on the Nonprofit Hub are discoverable to nonprofits via Grantmatch AI. This setting can be adjusted after a grant has been published.
Invite via email - Send an email invitation to nonprofits, inviting them to apply for the grant.
Copy URL – The URL is accessed via the Nonprofit Hub. A user does not need to login to the Nonprofit Hub to view the grant and application details, but does require the nonprofit to log in to apply. CLICK HERE to learn more about the nonprofit experience.