Hi: We use blackbaud grantmaking to process funding awards to startup businesses. I was wondering if anyone else has had issues with applicants entering in wrong Tax ID's and their DBA businesses instead of their legal names on the W-9 and if there were any suggestions on how to improve the process. Thank you
Has anyone been successful in a multi stage application actually working? I have created both the pre application and the full application and tied them to the program. I submit a pre application and go through my process and then go to publish the full application utilizing the publish form and selecting the full…
Is there a way to move an application to a different program once you have considered it? We have different reporting forms for each of our programs.
Hello all! Here are the March Webinar details! I invite you to ask questions that you'd like answered here or in the webinar; as well as to share any experiences you have relevant to the subject! I'll be inviting the speakers to join us here in the discussion both leading up to the webinar as well as for a post-webinar…
I am having an issue with downloading a copy of any Progress Report or Grant Agreement (doesn't matter if it is in draft form or published). I have no issue with downloading an Application. Anyone else running into this? Thanks, Paula
Please vote on Ideas Portal: GMK-I-1772 There should also be an activity record of the applicant withdrawal in BBGM. We are now facing a dilemma where an applicant withdrew, and the new applicant owner is not aware of who and when this was completed. We have no way of knowing since there's no record of the withdrawal other…
Hello, We have made grants to over 100 charitable partners over the years. I would like a convenient way to see the total granted to each charity over all time (I'm honestly shocked that this doesn't just show up as a field on each organization's record). Is there a way to view this in a readable format within BB? I have…
Does anyone know how to access an application form that was created by an applicant that was not submitted but is still in progress. Also, does an individual have to have certain permissions to be able to change the status of a submitted application?
At the end of the year, we noticed a few grantees that did not send in their application form after being invited to apply (not using the formal BBGM invitation). Is there a way for us to send reminders to complete in-progress forms that haven't been submitted after 30 days? I noticed the email template GC 46 Form to…
Year-end is a critical time for grantmakers to review, organize, and prepare for the upcoming year effectively. Adopting a checklist mindset promotes consistency and operational efficiency, allowing teams to manage tasks systematically and reduce the risk of oversight. By following a structured approach, grantmakers can…
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