- Navigate to Grants: In the main menu, click Grants.
- Open New Grant Form: Click the + Add New Grant button.
- Fill General Info Tab:
- Grant Name (e.g., The Collective Impact for Equity Grant).
- Funder Name (e.g., Community Foundation).
- Total Amount ($) (e.g., 100,000).
- Start Date and End Date.
- Allocate Funds to Programs:
- Click the Program Allocations tab.
- Click + Link Program.
- Use the dropdown to select a program.
- Enter the Amount to allocate to that program (e.g., 7,000 for Program A).
- Click Add.
- Repeat for all programs receiving funds from this grant (e.g., Program B: 50,000).
- Save Grant: Click Save Grant.