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Re: Award/Payment Notifications for Grantees
Hi @GabbyLam,
We're still exploring ways on how other users are using the system but since my post, we've started doing our award letter for grants from unrestricted funding in GLM. This allows us to pull the information of the applicant, grant period, and follow up due dates. Our "payment" letters are being sent through CSuite using the Grant Letter template. we're manually generating the documents to be sent, though we are exploring using the automated email that would be triggered, which would include the letter, as our Finance teams post the check.
For DAF grants, we currently create templates outside the system, though we plan to use the CSuite in the new year. We'll be using the advance Grant Letter template as it contains the fields we need to combine grant, payment, and advisor information. All our DAF grants are sent to GLM in application complete, those grantees don't complete anything in GLM. We've developed a form through HelloSign (dropboxSign) to collect ACH information. Majority of our DAF Grants get paid at award. We only do signed award letter for matching grants.
Hope this help, happy to talk further!
Nice to Meet You!
Hey everyone! My name is Estella Coghlan, and I am one of the new Client Support Interns here at Foundant Technologies. I became interested in working for Foundant after I heard about the strong internship program. I am originally from Mandan, ND, and have a background in the food service industry and office admin. I currently live in Bozeman, MT and enjoy podcasting, fishing, socializing, and playing pickleball. I look forward to working with you all!
