How do the board members become familiar with organizations?

Our board members are very diverse group and all are involved and active in their local communities and in the philanthropic community. Board members become familiar with organizations through their everyday interactions, professional dealings and contacts, friends, relatives and partner organizations. Introductions can not be solicited.

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How do I know if my organization already has a profile on the on-line grants management software?

Please do not create a new user name or password if your think your organization already has a profile!

Grant information is linked to the username that created the application, not to the organization name. This means that you must use that username and password to access any information on the grant, submit a new application or submit a report.

Please contact us if you can’t find your user name or don’t know if you have one. Passwords may be retrieved using the “Forgot your password?” link on the on-line application log in page.

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What do I do if I can’t remember my username or password?

Please do not create a new user name or password if your think your organization already has a profile!

Grant information is linked to the username that created the application, not to the organization name. This means that you must use that username and password to access any information on the grant, submit an application after and Letter of Inquiry (LOI) has been approved or submit a report.

Please contact us if you can’t find your user name or don’t know if you have one. Passwords may be retrieved using the “Forgot your password?” link on the on-line application log in page.

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How do I upload files to the application?

For application questions that request an uploaded attachment, click the Browse button and then choose the desired document from your computer. The file name of the uploaded file will be indicated under the Browse button. Then save your application (button at the bottom of page).

Pay attention to your file names – remove extra periods or replace them with a dash or underscore character.

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How do I delete a file that I have uploaded to an application?

There are two ways to remove an uploaded file from an application:

  1. Once the file has been uploaded a delete button will appear below the file name. Clicking Delete will remove the file.
  2. To replace the file a new file can be uploaded in its place. Simply upload the correct form to the question and the old uploaded form will be erased.

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What is the maximum allowable file upload size?

The file size limit is noted next to the Browse button and the system will not accept files greater than this limit. Some users have trouble with appropriate settings on a scanner and end up with larger file sizes. If these documents are converted using the Fax to File tool, the file size can be dramatically decreased.

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What do I do if my file is too large to include it in my application or report?

If you can’t attach it in the appropriate area, try attaching it to the “Other Information” section of the form. If it is still too large, go ahead and email the attachment to us. If a file is required in the application or report in order to submit it, simply upload a document (Word, PDF or other) that says “File too large to upload. Have included in the Other Information section” or “File too large to upload. Have emailed separately to the Foundation” or something to that effect. We’ll take care of things from there.

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How do I use the Fax to File tool?

Using the fax tool is simple:

  1. To start, click the Fax to File link on the left hand side of the screen.
  2. Then click the Request a Fax # button and you will be presented with a toll-free fax number.

    o You have this number for 20 minutes.

  3. Fax you document to the number provided.

    o Send a separate fax for each document and do not include a cover sheet. o All faxed documents will be automatically converted to .pdf format.
    o You have 20 minutes to fax your documents before the number expires.

  4. After you have faxed each separate document click the Finished Faxing button to see your list of files.
  5. Download your converted documents to your computer and save them.
  6. Upload the documents to the appropriate questions on the online form.

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