In the Grants Management area, you will find all the tables typically used by program or grants department of a foundation. You can learn more about these in the Grants Management Curriculum. 

REQUESTS 

The Request table houses the information associated with a request for funding by an organization – aka grant records, or an individual – aka scholarship records. 

FUNDING OPPORTUNITIES (AKOYAGO WITH ACCOUNTING) 

A funding opportunity tracks the foundation’s proposal to a Fund for support of a Request. After a Request is received, the foundation can share it with fundholders as a Funding Opportunity. 

Funding Opportunities are also available in the Fund Management area. 

PAYMENTS AND REQUIREMENTS 

In the Payments and Requirements table you will find two record types that are linked to Requests. Payment records detail the payment information on the Request – things like how much was paid out, which fund did the money come from and when it was paid. Payments are used to create entries in akoyaGO’s integrated accounting platform. 

Requirement records keep track of any conditions or contingencies related to the Request or specific Payment e.g. a report, a contract, or a transcript. 

Payments and Requirements is also available in the Fund Management area. 

SCHOLARSHIPS 

The Scholarships table tracks the scholarship programs administered by the foundation. On a Scholarship record you’ll find conditions, eligibility requirements, and other details. 

INTERFUND GRANTS 

Interfund records allow you to create Request and Gift records for a transfer of money between funds. When fiscally transferred, a journal entry is created in akoyaGO’s integrated accounting platform. 

Interfund Grants is also available in the Donor Management and Fund Management areas. 

CONCEPTS 

Concepts are developing ideas that may progress into a Request or another foundation initiative.  

INTERESTS 

The Interests table includes a shared list of categories that can be applied to Requests, Funds, and Donors. Interests can be used to connect requests with specific Donors or Funds. 

PROGRAMS 

Programs are categories or areas of giving your foundation support. Programs can be used to categorize your Requests.

PROGRAM BUDGETS 

Program Budgets allow you to set an amount you intend to fund in a specific Program and track how much has been awarded towards each Program through Requests. 

FISCAL YEAR 

A Fiscal Year is a defined period of time used for Program Budgets. 

OUTCOMES 

Measurable results pertaining to Requests funded by the foundation.  

OUTCOME MEASURES 

User-defined units for quantitative and qualitative analysis of Outcomes. 

donor management (akoyago with accounting)

In the Donor Management Area, you will find tables you need to manage donors to your foundation. You can learn more about these in the Donor Management Curriculum. 

DONORS & PROSPECTS 

Donors & Prospects are individuals, households or organizations who have given or may give to the foundation.   Individual or Household donors must be linked to a Contact record, and Organizations must be linked to a Constituent record 

DONOR OPPORTUNITIES 

Donor Opportunities allows you to track your stewardship of a donor for a specific purpose such as – a gift, starting a fund, volunteering, a bequest, etc. 

GIFTS 

Gift records track money committed to your foundation by a Donor.  

GIFT PAYMENTS 

Every Gift record will have at least one related Gift Payment. A Gift Payment is the receipt of funds toward a Donor commitment (Gift). This includes information such as the payment type, the payment date, and to which fund the money was credited. If a single gift is split between funds, it will have multiple related Gift Payments.

Gift Payments are also available in the Fund Management area. 

INTERFUND GRANTS 

Interfund records allow you to create Request and Gift records for a transfer of money between funds. When fiscally transferred, a journal entry is created in akoyaGO’s integrated accounting platform. 

Interfund Grants is also available in the Grants Management and Fund Management areas. 

CAMPAIGNS 

A campaign is an initiative made up of one or more Activities – a capital campaign, for example. 

GIFT FEES 

The Gift Fees allows you to define types of fees that be applied to Gift Payments - such as PayPal or Credit Card fees.  

EVENTS 

Through the Events table, you can create records that track the attendees and planning information for events hosted by your foundation. 

INTERESTS 

The Interests table is a shared list of categories that can be applied to Requests, Funds and Donors. Interests can be used to connect requests with specific Donors or Funds. 

PROPOSALS 

A Proposal is a request for funding to an outside agency – for example, to receive a grant. 

REFERRALS 

Referrals are used to soft credit Donors for bringing Gifts to the foundation. 

MARKETING LISTS 

Marketing Lists are lists of Contacts or Constituents manually selected (static) or can be based on a set of criteria (dynamic.)  

QUICK CAMPAIGNS 

Quick Campaigns are used to distribute a single activity, such as a mailing, a phone call or task, to selected Constituents, Contacts, or Marketing Lists.  

fund management (akoyago with accounting)

If you manage funds or are involved in accounting processes, this area is for you! You’ll learn more about these entities in the Fund Management Curriculum.  

FUNDS 

A fund is a pool of money used for a specific purpose. Types of Funds include donor-advised, scholarship, agency endowment, designated, field of interest, etc. 

ACCOUNTS 

Account records are used to sort, store, and summarize financial transactions including assets, liabilities, net assets, income, and expenses. 

PAYMENTS AND REQUIREMENTS 

In the Payments and Requirements table you’ll find two record types that are linked to Requests. Payment records detail the payment information on the Request – things like how much was paid out, which fund did the money come from and when it was paid. Payments are also fiscal transferred to akoyaGO’s integrated accounting. If a grant or scholarship Request is paid from multiple funds or in installments, the Request will have multiple related Payment records.

Requirement records keep track of any reports that the applicant is required to complete in exchange for your foundation funding their project. 

GIFT PAYMENTS 

A Gift Payment the receipt of funds toward a Donor commitment (Gift). This includes information such as the payment type, the payment date, and to which fund the money was credited. 

Gift Payments is also available in the Donor Management area. 

INTERFUND GRANTS 

Interfund records allow you to create Request and Gift records for a transfer of money between funds. When fiscally transferred, a journal entry is created in akoyaGO’s integrated accounting platform. 

INTERESTS 

The Interests table is a shared list of categories that can be applied to Requests, Funds and Donors. Interests can be used to connect requests with specific Donors or Funds. 

SCHEDULED DISTRIBUTIONS 

A Scheduled Distribution is a predefined recurring grant made to a specific recipient.  

GIFT FEES 

The Gift Fee table allows you to set up reoccurring fees that gifts may incur, such as PayPal or Credit Card fees. When you set a Gift Fee record up, you’ll be prompted to add it to a Gift Payment in our Gift Payment Business Process Flow. 

FUNDING OPPORTUNITIES  

A funding opportunity tracks the foundation’s proposal to a Fund for support of a Request. After a Request is received, the foundation can share it with fundholders as a Funding Opportunity. 

Funding Opportunities are also available in the Grants Management area. 

ACCOUNTING SETTINGS 

Accounting Settings are organization-level settings used with the integrated accounting platform, Business Central. 

DEPARTMENTS 

A department is a group of funds, sometimes for an affiliate organization or a sub-entity. 

FUNCTIONS 

A function is a unit within the foundation such as fundraising, program, or operations. Functions are assigned to income or expense transactions. 

Tools

The Tools area gives you access to some tables that are helpful to you, regardless of the area you do most of your work in. 

REPORTS 

Within the Reports table, you’ll find a list of all the supplied or custom reports for your organization and where you can create your own custom reports. 

FUND FEE FORMULAS (AKOYAGO WITH ACCOUNTING) 

Fees are charged to funds administered by the Foundation.  Fund Fee formulas are set here. 

SPENDABLE ALLOTMENT (AKOYAGO WITH ACCOUNTING) 

The target amount each year that a fund is permitted to spend.  The formula for spendable allotment is set here. 

SERVICE AREAS 

The list of Service Areas can be managed here.  A service area can be designated on the Request record. 

PROJECT AREAS 

The list of project Areas can be managed here. A Project area can be designated on the Request record. 

SCHOLARSHIPS 

Your list of scholarships can be managed here.  Scholarships are selected on the Request record.