Funding Opportunities in GOfund

Prerequisites

• akoyaGO with Accounting user, GOfund Administrator

 

  Things to Know

Funding Opportunities are akoyaGO CRM records that capture a specific request or constituent which needs funding.

Funding Opportunities can be displayed in GOfund and fund holders can recommend grants to them.

Enabling Funding Opportunities in GOfund happens in two places:

1. In GOfund Settings and
2. In the Funding Opportunity Record.

This knowledge article will walk you through creating, managing and recommending grants to Funding Opportunities in GOfund.

For more information on recommending a grant from GOfund, see the GOfund Admin Guide knowledge article.

 

  Create Funding Opportunities

 

In the Fund Management workspace, navigate to the Funding Opportunities table. You may already have funding opportunities created, as this table pre-dates the GOfund functionality. However, this form has been enhanced to account for the GOfund functionality. We will look at this form more in-depth below.

You may want to create new Funding Opportunities to display to fund holders in GOfund.

Creating a New Funding Opportunity

Click +New and fill in the form.

 

• Request: This is an optional field. If this opportunity is linked to a specific request, link it here. Please note: Requests MUST have a Request Applicant in order to be attached to a funding opportunity.

*If Request contains data on the funding opportunity, the grant to the organization on the grant recommendation form in GOfund will populate with the request applicant and will be locked, meaning users will not be able to define a different organization to receive the grant.

• Constituent: If this opportunity is for general funding for an organization, link its constituent record here. Once Constituent contains data, the Request lookup field will be hidden as you cannot have a funding opportunity for both a request and a constituent.

*If Constituent contains data on the funding opportunity, the Grant To organization on the grant recommendation form in GOfund will populate with the request applicant and will be locked, meaning, users will not be able to define a different organization to receive the grant.

• Funding Target Amount: If this opportunity has a goal dollar amount, input that here.
• Fund: If this opportunity should be proposed to a specific fund, link the fund here.

*If Fund contains data on the funding opportunity, it will only be displayed to the selected fund’s GOfund users. When making a grant recommendation from this opportunity, the grant from fund on the grant recommendation form in GOfund will populate with the fund specified and will be locked, meaning, users will not be able to define a different fund to disburse the grant.

• Opportunity Contact: If this opportunity is to be presented personally to a fund contact, select the contact here. This is used when the opportunity is not published to GOfund.
• Proposal Date: Date the opportunity was presented directly to a fund contact.
• Response Date: Date a response was received from the selected fund contact.

 

  Enable Funding Opportunities in GOfund

Funding Opportunity

There are several settings on the Funding Opportunity that correspond to its visibility in GOfund. These settings are only required if you wish to publish this opportunity to GOfund.



 

• Publish to GOfund: yes or no. Toggle Yes to display this opportunity in GOfund.
• Featured Opportunity: If yes, this opportunity will be displayed at the top of the list and will be distinguished as a featured opportunity. Only featured opportunities are displayed on the Home page in GOfund. All others are displayed on the Funding Opportunities page only.
• Title: This is required if Publish to GOfund = Yes. Add a title for the opportunity that gives GOfund users an idea of what the opportunity is for. This will be displayed on the opportunity card in GOfund.
• Description: This is a rich text editor field in which you can disclose more details of the funding opportunity. The description will only be visible once a GOfund user clicks Learn More on the funding opportunity card.
• Funding Opportunity Image: Add an image for the funding opportunity card. We encourage you to upload an image, or the funding opportunity card will be displayed as such:

 

• All GOfund Requests: Below the GOfund settings, you will see a subgrid of requests. When fund holders make grant recommendations from the funding opportunity, those requests will be displayed here. Please note: the grant recommendations will create new request records, even if a specific request record is linked to the funding opportunity.

 

GOfund Settings

There are a few settings in GOfund that we need to look at as well.

On the Home Page tab, you will find the following:



 

• Display Funding Opportunities Page: If Yes, GOfund users will be able to see a page that displays all Funding Opportunities where Publish to GOfund = Yes.
• Funding Opportunities Label: If your organization has a different name for funding opportunities, you can put that here. When this field contains data, the label will be displayed in all areas of GOfund where Funding Opportunities would otherwise be visible. If this field is left blank, the label will be Funding Opportunities.

 

  Funding Opportunities, Funds, and GOfund User Permissions

 

How do all of these elements work together to determine which users see which Funding Opportunities and which users can recommend a grant to which funding opportunity? If the Funding Opportunity has a specific fund assigned:

• Who can view: When viewing Funding Opportunities in GOfund with no fund filter, all users will be able to see the funding opportunity card and open the funding opportunity to learn more. Once a fund filter is selected, unless the user is filtering on the fund to which the funding opportunity is assigned, the funding opportunity will not be visible.
• Who can recommend a grant: users with a fund connection to the fund assigned to the funding opportunity where Grant Submission Access = Yes.

 

  User Experience

 

What do Funding Opportunities look like in the GOfund UI, and how do users interact with them?

Featured Funding Opportunities

If Home Page is enabled, Featured Funding Opportunities will be placed on the home page. You can add as many featured opportunities as you'd like. There is no limit.

This is what Featured Funding Opportunities look like on the Home Page:




This is what Featured Funding Opportunities look like in the context of the Funding Opportunities page:




If you have no featured funding opportunities, there will be no funding opportunities displayed on the Home page, and all funding opportunities will be listed on the Funding Opportunities page.

As you can see, the Title and Image are visible on the funding opportunity card. If the user clicks Learn More, the page will open the full opportunity with the description and an opportunity to recommend a grant.

 

Important: There must be a fund selected in the View Funds dropdown for users to be able to see the Recommend a Grant option. The Recommend a Grant button will be hidden if no fund is selected