Funders are names of organizations, grants or other sources of funding that support your program. Funders can be associated with activities so data about the funders investment in your program can be shared, such as how many people were impacted by the activities they helped support.
Adding A Funder
To define a new Funder, click Organizations in your left-hand navigation menu.
Funders must be defined for each Institution/District that they support.
Click the > next to the System Level organization to open the list of established Institution/District Groups.
Then click the > next to the Institution/District Group where the Institution/District you want to define the funder for resides. In the example below, this Institution/District Group is "Central Region." This will show a list of institutions/Districts in that group.
Click the ... to the right of the desired Institution/District (in this example, Hillandale Public Schools After School Program) and select Add Funder from the menu that appears.
Fill out the information requested on the Add Funder form in Step 1. Any field marked with a red asterisk is required. The form can only be submitted once all required information is complete.
Click Next Step.
In Step 2, first select one or more Active Reporting Terms for this Funder.
Then, check which site(s) this funder will support.
Lastly, if this Funder will support the program for more than one reporting term, and if future reporting terms have been established, click + Reporting Term to associate this funder with another Reporting Term as well as the sites it will support in that new reporting term.
When done, click Save Funder
Editing a Funder
To edit a Funder, search for the Funder in the Organizations List by typing part of the Funder's name. Then, click the pencil icon to edit the partner's information.
Tip: To find all Funders, type the word "Funder" into the search filter.
You can make any needed edits in the Funder Information or Active Reporting Terms sections.
When you are done, click Save Funder.
Removing a Funder
To remove a Funder, search for it in the Organization List. To the right of the Funder's name, click the pencil icon. Then, click the red Remove Funder trash can icon at the bottom.
If a Funder has data associated with it, such as being connected with an activity at a site, the Remove Funder trash can icon will be gray, indicating the Funder cannot be deleted.
Click Yes, Delete to confirm the removal of the Funder record.