Involve your employees and others in your granting program by providing a form for them to nominate an organization for a grant. Your team can review nominations in Benevity Grants to decide if they fit with your larger community investment goals and strategies, and proceed.
You must have configured a nomination form to receive nonprofit nominations. There is a cost to enable nominations, contact your Client Success Manager to get started.
Permissions
To check if a user can complete actions in a nomination review, review their permissions in the Invitation section.
Sharing the nomination form
Once you have set up a nomination form, you can share a direct URL so that others can find it:
- Navigate to your nomination form using the URL provided by Benevity.
- Open the Actions dropdown and select Share a blank application.
- Copy the link and paste it into an email, chat message, internal wiki, or any other method you prefer to share it.
Anyone with access to the URL can complete a nomination form and submit it for review. On submission, they will receive an email confirming that the nomination was received and it’s now pending review.
Reviewing nominations
All submitted nominations are available to review in the Benevity Grants platform:
- Go to Invitations and select the Nominated filter to see all nominated nonprofits.
- Select a nomination, go to the Details tab and then the Nomination tab to see all submitted nominations for the nonprofit.
- To review a nomination, select Actions next to the nomination details and then View. You’ll see all the details entered in the form by the nominator.
-
If the submitter has included attachments, you can view and download them in one of the following ways:
- Check the Attachments section at the top of the nomination details. This is displayed if attachments were submitted with the selected nomination.
- Go to the Attachments tab. Here, you’ll find all attachments submitted with invitations or nominations for this nonprofit.
- If you’ve noticed an error or need to change information in the nomination, you can edit the nomination.
To take action following your review:
- Go to the Admin tab and open the Invitation status dropdown. Select Invited or Declined, depending on your decision.
- Select Save to finalize your decision.
Declined nominations
If you decline a nomination, a decline email is sent to the nominator. You can edit the email before it is sent.
Invited nominations
If you approve a nomination and update it to have an Invited status, an invitation email is sent to the nonprofit, including a link to the grant application. Details from the nomination form will be completed for the nonprofit in their application.
Once the nonprofit has completed their application form, the status of the invitation will change to Applied and a new request will be submitted to your program. Select the request # linked at the top of the invitation to open the submitted request. You can also find it directly on the Requests page.
Note: You can automate any part of your workflow. For example, you can automatically invite all nominated nonprofits to apply for a grant. For more information, contact the support team.