Working with Funders

Funders are the organizations and individuals that provide your grants. GrantLink helps you organize and track your relationships with funders.

Creating Funders

1. Navigate to Funders in the sidebar
2. Click Add Funder
3. Fill in the details:
   • Name - Full funder name
   • Short Name - Abbreviation for tight spaces (optional)
   • Type - Foundation, Government, Corporation, etc.
   • Contact Information - Name, email, phone

Funder Types

GrantLink supports these funder types:

• Foundation - Private foundations and family funds
• Government (Federal) - Federal agency grants
• Government (State) - State-level funding
• Government (Local) - City, county, municipal funding
• Corporation - Corporate giving programs
• Individual - Individual donors with restricted gifts
• Other - Any other funding source

Funder Defaults

Set defaults that apply to new grants from this funder:

• Default Indirect Rate - Typical indirect cost rate allowed
• Default Reporting Cadence - Typical reporting frequency

These defaults save time when creating new grants but can be overridden per grant.

Linking to QuickBooks

You can optionally link funders to QuickBooks Customers:

1. Edit the funder
2. In the QuickBooks section, select a Customer
3. Save

This enables automatic matching of income transactions.

Best Practices

1. Use consistent naming - Makes searching easier
2. Keep contacts updated - Program officers change frequently
3. Set defaults early - Saves time on future grants
4. Add notes - Track important details about the relationship