Put It In Writing
This email informs an applicant that their proposal has been selected for funding but does not confirm payment or agreement execution.
What is an Award Notification Email?
This term refers to an organization that has submitted an application but has not yet received funding.
Who is an Applicant?
This collection includes applications still under evaluation and discussion, even if reviews and checks are complete.
What is the Review Pool?
This term refers to the release of grant funds to a grantee.
What is Disbursement / Payment?
This term refers to the specific window when applications are accepted and processed.
What is a Grant Round?
This email formally closes the application process by notifying an applicant they were not selected for funding.
What is a Decline Notification Email?
This person evaluates applications and may be staff, a board member, or a community participant.
Who is a Reviewer?
This grouped set includes applications with proposed funding outcomes that are pending formal approval.
What is the Funding Recommendation Set?
This compiled list summarizes approved awards and payment details for Finance review and processing.
What is the Grants Payment List?
This term refers to the formal description of a funding opportunity that may span multiple rounds.
What is a Grant Call?
This formal document confirms that a grant has been approved and outlines the award amount, purpose, and funding period.
What is an Award Letter?
This organization receives grant funds on behalf of another group and is legally and financially responsible for managing those funds.
Who is a Fiscal Sponsor?
This grouped set of recommendations is presented to the Board for review and authorization.
What is the Board Slate?
This email notifies staff or grantees that a grant payment has been approved and issued.
What is the Grant Transmittal Email?
This lifecycle describes how applications move from review to final funding decisions.
What is the Grant Review & Decision Lifecycle?
This document establishes the legal and operational terms governing a grant and may require signature or acceptance.
What is a Grant Agreement Letter?
This legally distinct organization participates alongside others in shared systems, processes, or funding efforts while retaining its own governance.
What is a Collaborative Entity (eg. Indianapolis Foundation, Women's Fund. Hamilton County Community Foundation)?
This formally approved grouping authorizes issuance of award or decline notifications.
What is the Approved Award Slate?
This finance system serves as the system of record for accounting, general ledger activity, and grant payment processing.
What is Sage Intacct?
This standard sequence describes how decisions, agreements, and payments are communicated.
What is the Grant Award & Payment Lifecycle?
This formal document confirms that a grant payment has already been processed and issued.
What is a Grant Transmittal Letter?
This cross-collaborative group brings together program, operations, finance, and data perspectives to align grantmaking processes and systems across entities.
What is the GOLD Team (Grantmaking Operations, Learning, and Data)?
This reviewed and authorized grouping of grant payments is approved prior to releasing funds.
What is the Slate (Finance)?
This system functions as the source of truth for constituent, fund, and relationship data and integrates with the Finance system and Grants Portal for reporting and downstream workflows.
What is Salesforce?
This system label indicates where an application or grant is within the process.
What is Status?