Online Portal FAQ

What is your top tip for agencies?

Before submitting any application, read it anew—or better yet, have another person read the document. Based on the information it contains, would someone who is unfamiliar with your agency and project be able to describe your request accurately and succinctly? Have you omitted anything essential to a correct understanding?

Must I complete and LOI, proposal, or grant report in one sitting?

No. You are not required to complete the application in one sitting. At any time you can save your work and log out of the system to return later.

Will my session time out?

Yes. If there is no activity for a certain period, the system will log you out. Any work that was not saved will be lost and cannot be retrieved.

Is there an automated save function?

Yes. The online system does have a built-in automated save function. But you never know when you might lose internet access to a power issue or server problem. We strongly recommend that you regularly scroll to the bottom of the form on which you are working and click Save As Draft.

How can I print a list of questions included in an application before I get started?

Look for the PDF icon and the words “Print Question List” at the top of the application. Click and a PDF file will be downloaded. You can save the file to your computer and/or print a copy for your records.

Do spelling and grammar matter?

Yes. While the forms within the online system do have some spellchecking abilities, we recommend that you compose the text in Word or other software first, and then copy and paste the information into the online form. You should also proofread your submission by actually reading it. Spellchecking functions won’t tell you if you typed “indignant” when you meant to write “indigent.” Treat an online submission as the formal business communication it is. Don’t use abbreviations like you might in a text (ex: “&” for “and”).

What I don’t understand what the form is asking?

Foundation staff can look at your work as you go along. If you are unsure how to answer a question, simply give us a call. We can either answer your question directly or pull up your application, read what you have written, and give our thoughts as to whether you are heading in the right direction.

What is a financial statement and where should it be uploaded?

Financial statements are by far the trickiest attachments to a grant proposal. Foundation staff spend a great deal of time checking to be sure all of the requested information has been included in the proposal prior to accepting it as complete. While we try to make the directions as generic as possible, agencies have many different fiscal years and financial reporting situations. Your best –and recommended–option is to contact the Foundation, before clicking submit, to clarify what we are asking for and how that can tie with the financial statements your organization produces.

My audit or 990 is too large of a file to upload. What should I do?

Typically the upload size limits are large enough to accept most files (an exception could be an audit from a large organization). If you file is too large, you can use the Fax to File option that is available under the Tools section on the left-hand side of your dashboard. You should also check to be sure that the document you are uploading was scanned in low resolution as opposed to photo quality. Lower resolution scans produce smaller files.

How can I print the application after it is complete?

Look for the printer icon and the word “Packet” at the top of the application. Click and a PDF file will be downloaded. You can save the file to your computer and/or print a copy for your records.

I didn’t receive an automated email saying my application was submitted?

Did you check you spam folder? Did you click on the Submit button and not the Save as Draft? If the answer is yes to both questions, contact the Foundation to be sure we can see the application on our end.

Our agency has moved, how can I update the address?

Please contact the Foundation so we can update the record.

We have a new contact person for the request. How can I make that change?

Please contact the Foundation so we can update the record.