The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total.
How can this be accomplished with NPSP using Account records for the grant making institution?

Question

The Development Director at a nonprofit needs to track grant lifecycles using the NPSP, including assigning actions to staff members, tracking applications, reporting deadlines, and summarizing the total amount awarded with payments towards the total.

How can this be accomplished with NPSP using Account records for the grant making institution?

Luis Morales · Accepted Answer

Create Opportunities with Payments to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

Luis Morales · Answer

Create Opportunities with Payments to represent payments, Activities to represent applications, reporting deadlines, and action assignments to their staff.

Luis Morales · Answer

Create Opportunities with Deliverables to represent payments, applications, reporting deadlines, and action assignments to their staff.

Luis Morales · Answer

Create Recurring Donations with Opportunities to represent payments, Deliverables to represent applications and reporting deadlines, and Activities to represent action assignments to their staff.

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