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Unique Workflows with an Advanced GLM license
Follow up thread from GLM/SLM Expert Webinar | Unique Workflows with an Advanced License.
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Writable PDF of Grant Application
We've had a few grant applicants requesting a writable pdf of our grant applications. They prefer answering grant questions in a separate document and save before copying and pasting answers into the actual application. GLM has a "questions list" that can be downloaded/printed and the apply page has a preview of our…
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Charting Projected Giving/Workflows
Hi Compass, I'm wondering how others are understanding and charting their projected giving. We're currently struggling to understand what our next year looks like in terms of paying out installments, and how heavy our reporting workflows will be because there isn't a straightforward way to track estimated/anticipated…
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Grant Acceptance Forms & Best Practices
Hi All, I am reaching out for your best practices when it comes to signing grant acceptance forms. Currently, our Foundation has a grant acceptance form built out in GLM that is assigned as a follow-up form. Below are the questions that we ask regarding authorization to sign/accept. Most often, we find that the person who…
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Would anyone be willing to share an example of their process summary?
Hi, we are a family foundation in CT and I am in the process of working on our grant application in the GLM. We do not accept unsolicited proposals. However, any example of a process summary would be useful; just to get me started :) TIA!
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3rd Party Grant Management Fee
One of our partners (the city where we are located) has asked us about managing one of their grant programs. Now that we have GLM (just went live last month) this is a much easier concept and I’m wondering if anyone has any experience doing that in their city? Does anyone have experience in charging a fee for service, by…
