Grant Proposals

Create and track your grant proposals and link it to related funders, grant reports, clients, and tasks

Grant Frog helps you track and manage all of your grant deadlines and details in one place.

You can view all your grants on the Grants table.

You're able to see the title, funder, due date, user, status, amount requested and more.

You can filter any detail for your grants to view exactly what you need to see.

You can also click Display and display/hide any field or rearrange the columns.

You can add a new Grant from any page from the top menu.

You can also add Grants from the Grants List, Funder record, and Client record.

Enter the title of the proposal (e.g., program or project name)
Select a funder:
- Choose from existing funders in the system
- Or select "New" to add a new funder

Choose the status of the proposal (e.g., In Progress, Submitted, Upcoming)
Set the Due Date for the proposal (learn about Email Notifications on Due Dates)
Enter the amount requested:
Select or add a Program (where the grant funds will be used)
- Choose from existing programs
- Or add a new one
(Optional) Add specific notes to the grant proposal
If applicable, select or add a Client to see the Grant Proposal on the Client's record
Click Create

These are the Status options you can choose when you enter in grant proposals depending on the stage its currently in.

In Progress - You're currently working on the grant proposal and gathering documentation
Submitted - You've submitted the request and now you're waiting to hear back from the Funder
Upcoming - This is in your pipeline and you'll be working on it in the future
Awarded - You've received notice that you've been awarded, but haven't received funds
Awarded-Received - You've been awarded this grant and the project is still active - you haven't sent the final grant report
Awarded-Closed - You've been awarded the grant, the project is complete, and have closed out all final reporting
Declined - You've been declined for the grant funds
Withdrawn - You withdrew your already submitted proposal
Potential - You're evaluating this opportunity to send a grant proposal and haven't yet determined if it's a fit
Deferred - You have to defer this grant proposal, whether it's been submitted and the funder deferred it, or you had to defer the entire proposal for another reason
No Response - You never received a response back from the Funder after your specified timeline
Not a Fit - You've decided the grant request isn't a fit for your organization
To Be Determined - You're still in research and verification mode on this grant
Unknown - Unsure of grant status

On the main screen of the grant proposal, you can edit any information:
- Click in any field to update the information
- Changes are Saved automatically

Return to the Grant Frog dashboard
Look for the "Grants Due within 90 days" section
You'll see your newly added proposal if it's due within 90 days, including:
- Due date
- Title
- Current status