NOTE: The Grant Vault (TM) is only available to Silver and Gold level subscriptions.
Reformatting ALL of GH is on our list of updates, but where to begin?
PLEASE take our upcoming survey to help us decide what gets updated next!
Your Grant Vault ™ is where you keep all that information for a client (or for a specific Program or Department, if you’re using it that way) that goes into just about every grant, and MUCH more.
Below is a breakdown of your GrantVault ™
General Information
*DBA
*Nickname - Whatever you put here will be used in other areas in Grant Holster, including both the Projects and Deadlines pages, your list of Clients in your GrantVault™, and some Reports.
*Previous Name - Has the client ever applied for grants under a different name? Or you could use this field for a client you’ve worked with in the past, under a different name.
*Address
*Phone Number
*Website
*Tax Status
*Founding Date
*Current Budget
*Mission Statement
*Expiration Date - Set this date to remind you to update the Vault information.
TIP: Add an action to the Client Page to “update vault” to coincide with this date.
Programs
Every Program you add has its own page (shown below) with the following Fields/Subfields:
General Information
*Short Description
*Lead Personnel
*Current [Program] Budget
*Annual
Revenue
*Problem Statement
*Population Served
*Current Constraints
*Current Needs
*Inputs
*Partners
*Outputs
*Impacts
*Notes
Outcomes
*Outcome
*How it’s measured
*Measurement
Funding Sources
*Year
*Source
*Amount
Attachments Bug Alert!
We are aware of the issue(s) with attachments throughout Grant Holster. We will be surveying soon, PLEASE give us your feedback so we can prioritize the next update(s).
Until then, we suggest using Google Drive or Microsoft OneDrive, or another cloud storage system that let’s you share these items, if needed.
Governance and Staff
Board Members
*Number of Board Members
*Meeting Frequency
*Quorum
*Committees
*Term Length
*Number of Terms Allowed
*Policies in Place
*% Board Gave Last Year
*$ Board Gave Last Year
*Pro Bobo/In-Kind Gifts
*Board Notes
Staff Members Yes, we want this to link to contacts too! Take our upcoming survey to let us know!
*Name, Role, Phone, Email
*Number of Full Time Staff
*Number of Part-Time Staff
*Number of Volunteers
*Turnover Last Year
*Staff Notes
Fiscal and Regulatory
General Information
*Fiscal Year Start
When you enter a year here, the Current and Prior Budget fields will auto-populate.
*Current Budget
*Prior Budget
*Next Year’s Budget
*Most Recent Audit
*Most Recent 990
*Insurance Description and Amounts
*Endowment Accounts & Where Held
*Notes
*Expiration Date
*Attachments Bug Alert!
We are aware of the issue(s) with attachments throughout Grant Holster. We will be surveying soon, PLEASE give us your feedback so we can prioritize this bug in the next update(s).
Until then, we suggest using Google Drive or Microsoft OneDrive, or another cloud storage system that lets you share these items, if needed.
Partnerships
(Name, Website, Description, Expiration Date)
Awards, Recognitions and Publicity
(Title, Type, Date, Expiration Date, Notes)
Attachments
(All attachments for this client will be here) (And the bug. For now.)
Notes and Verbiage
Did the verbiage really work for you on that last application? Add it here so you won't have to find it later.