Grants
The Grants report displays the information donors chose to share with your organization. This report helps you:
Match payments (Check/ACH) to specific grants.
Access the purpose of the funds to ensure proper use.
Export data for integration with your general ledger or donor management software.
Features:
Keyword Searchable Columns: Grant ID, Amount, Acknowledgement.
Filterable Columns: Distribution, Foundation, Customer.
Sortable Columns: Grant ID, Grant Date, Foundation, Amount.
Admin portal view:
Instructions for downloading grant letters are available here.
Grant Details
We have added a page called grant details that provides more information about your grant including tracking details.
Ren for Charities ACH
Ren for Charities ACH grants will display the status, ACH ID, and expected delivery dates. If the status is 'SENT' and the ACH ID is missing, the ACH is still being processed. Once the status changes to 'DELIVERED,' the ACH ID will be provided.
Ren for Charities Check
Ren for Charities Check grants will include scanning events from USPS with the zip codes for the scans along with the expected delivery date generated by our mailing service.
Other Payment Types
Ren for Charities now supports additional payment types from third parties, allowing your organization to view all grants from a Donor Advised program in one place. These payment types, called 'Legacy,' are labeled on the Grant Details page. Payments may be categorized as Legacy for various reasons, including donor preferences. Please note that tracking information is not available for Legacy payments.
Donors
The Donors view provides quick access to donor names, locations, and emails. Exporting this report will also include donors' full addresses.
This information helps you understand your donors and supports successful acknowledgment campaigns. The data can be easily exported for use in your donor management software.
Admin portal view:
