Inviting a nonprofit to apply for a grant

With invitations, you can send a nonprofit a personalized invitation to apply for the granting program. Permitted users can enter the nonprofit and contact information, and edit the invitation email before it's sent through the platform.

To include invitations in your program, or to incorporate them into an automated workflow, contact your Client Success Manager.

Permissions

To manage invitations, users should have the relevant permissions in the Invitation group set to Can

Create a new invitation

First, open a new invitation and enter the nonprofit details: 

  1. Go to the Dashboard and select Create New Invitation
  2. Search for the organization using filters and the search field. 
  3. Choose the relevant nonprofit and then Select.

What if I can’t find the nonprofit?
If you can't find your nonprofit, it is likely they’re not registered in the Benevity Causes Portal.

You have two options:

  • If you plan to disburse funds via your internal accounts payable, select Manually enter the organization details and complete this information.
  • If you plan to disburse funds via Benevity, select nominate this nonprofit.

Once you have the correct nonprofit details, you need to provide a contact and review the email: 

  1. Enter information for the main contact at the organization. 
  2. Select the Invitation type. If your program has multiple types of invitations, the templated email subject and body will update.
  3. (optional) Edit the email subject line and message.
    • Tip: Use the merge tags to quickly pull in the information you entered in the contact fields. If you made a mistake with the merge tags, select Reset to default to start again.

      grants-merge-tag.png
  4. (optional) Enter internal comments for your colleagues or future reference. These comments are not shared with the nonprofit.grants-invitation-internal-comments.png

     
  5. Select Send immediately when you are ready to send the invitation. 

Your invitation has been created! To view all sent invitations, go to the dashboard and select the Invitations Sent tile.

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