Good morning! We migrated to CSuite two years ago and have waffled with whether to leave the grant type blank for internal grants to funds that then make external grants. EX: Fund ABC makes internal grant to Fund XYZ then, Fund XYZ makes external grants to orgs. The concern is that over time a historical grant pie chart by…
We're looking to streamline the Categories for Grant Types, i.e. Arts and Culture, Health and Human Services, etc. Would love to hear what categories all of you are using? Thank you.
We are currently working on refreshing our current list of grant types in order to best categorize what our donors are interested in. For example, we split education out further into private, public, and collegiate and added categories for social justice, racial equity, and women's advocacy. The team here brought up the…
