How to find a grantee in the DonorView database:
1. Look up the charity by its EIN – this is the best method!
Enter ONLY the EIN/Federal Tax ID number in the EIN field using the correct format: Format (xx-xxxxxxx). You can get this number directly from the charity or you can look it up on Guidestar (creating an account is free). When using this feature, do not combine it with a Charity Name.
2. Look up the charity by its name
When searching for a charity by name, do not combine it with an EIN. We also find that less is more when using the search-by-name function. For example, if searching for Boys and Girls Club of Delaware, you can search by Boys and Girls Club and then use the State/Province field to narrow your search further.
ADDING NEW GRANTEES IN THE PORTAL
When your search yields no results, you will land on a page like the one below. Click on the Suggest A Grantee hyperlink to add the new grantee.
You can also click the ADD A GRANTEE button found below your Grantee List on the Recommend a Grant page.
YOU CAN RECOMMEND YOUR GRANT IMMEDIATELY AFTER RECOMMENDING A NEW GRANTEE.
The new grantee will now show up in your Grantee List.
GRANT RECOMMENDATION FIELDS AND THE GRANT LETTER
Below you can see how the grant recommendation fields in the portal correspond to the grant letter that accompanies the check.
The grant purpose field is a mandatory field when recommending a grant. If you don’t have a specific purpose in mind, many donors use: • Unrestricted gift • Use this gift as needed • To further the mission • In memory of “name”
When you recommend a grant in the portal, the grant letter will show the Fund’s Name and the Primary and Joint Advisor’s name and address unless you select one of the options below:
Partial Anonymity will only show the Fund’s Name on the grant letter.
Full Anonymity will suppress the Fund Name and Primary and Joint Advisor’s information.
YOUR GRANT RECOMMENDATION IS NOT COMPLETE UNTIL YOU CONFIRM IT
The grant recommendation is a 2-step process. Once you click SUBMIT RECOMMENDATION , you will land on a final review page. This page will allow you to review the grant and edit or cancel if necessary. Your grant is not final until you click CONFIRM GRANT RECOMMENDATION to finalize the process.
There are several ways to know that your grant recommendation went through:
- You will land on a confirmation page in the portal after you confirm the recommendation.
- You will receive an email confirmation.
- The grant will appear under your Grant History with an entered status.
WHO CAN I SUPPORT WITH MY FUND?
You can recommend grants to charitable organizations that are tax-exempt under IRS Code Section 501(c)(3) and that are public charities under Code Section 509(a)(1), (2), or (3). These eligible recipient charities also include religious organizations and educational institutions.
Under IRS regulations, iGiftFund cannot approve grants recommended to pay for goods or services, legally binding pledges, dues, membership fees, tuition, goods from charitable auctions, admission fees (including bifurcated gifts), grants recommended to or for the benefit of an individual, for political campaigns or candidates.
When submitting grants to a missionary, our Grants Team will reach out to you to confirm that the individual is not a relative or spouse of any of your relatives. The grant will be issued only when this is confirmed and with a statement on the grant letter stating that the grant is subject to the full discretion and control of the grantee charity and to be used to support the missionary efforts of the named individual.
Click here to read about eligible and ineligible grant recipients in our Program Description and Guidelines.
GRANT CHECKS
Effective immediately, grant checks are sent DIRECTLY to the grantee organization.
If you have a special event in which you would like to present something to the grantee, please add a note to this effect when submitting the grant recommendation and we will provide you with a copy of the grant letter accompanying the check so that you can present it personally.
WE’RE HERE FOR YOU
Click here for step-by-step instructions on How to Recommend a Grant/Grantee in the portal.
If you need additional help, please don’t hesitate to contact our Grants Department.