GrantSmith Grants Portal

Managing Your Organization Profile 

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How to Update My Organization Profile

The Grant Portal enables invited applicants and grantees to update organization information and contacts.

Our goal is to simplify your experience and reduce redundancies in the application process. To achieve this goal, we will automatically pull data from your profile into each application. Keeping your profile up-to-date will streamline your grants experience and ensure that we always have the most accurate information about your organization.

Please note that once your organization has submitted an application to the Foundation, you will not be able to change certain information, such as the legal name and address. To request a change, please click on the "Request Change" button. For assistance, please review this article.

Please note only the contact associated with your organization will have the user rights to add or update records.

  1. Select Organization Profile from the top navigation bar.

The blue alert on the home page only appears for NEW portal accounts. Once completed, click [Done] to remove this alert.

View Quick Links to gain quick access to information that can be updated on the profile.

  1. Select Edit Details to add or update your Organizational Information such as:
    • Organization Name
    • Organization Name in Local Language
    • Also Known As
    • Mission Statement
    • Phone
    • General email
    • Website Address/Social media handle
    • Mailing Address

For assistance in field description, view the table below.

  1. Select [Save] when complete.
Field Name Description
Organization Name

Required. Enter the full legal name of the organization as it is registered. It should match the legal registry documents or official records such as U.S. tax forms.

Please note this name cannot be changed after a proposal is awarded.

Organization Name in Local Language Optional. Enter the organization name as it is presented in local and/or native language.
Also Known As Optional. Enter other name(s) or the acronym by which your organization is commonly known. This can include abbreviations.
Website Address/Social media handle Optional.  Enter your website address and any other social media handle(s), such as Linked In or Facebook.
Mission Statement Optional. Enter/Edit a brief statement about the general mission of your organization.
EIN

Optional.  This is for US-based organizations only.  Please enter your 9-digit EIN (Tax Identification Number).

Please note that this name cannot be changed after a proposal is awarded.

Phone Optional.  Enter the general phone number for your organization.
General email Optional. Enter the general mailbox for your organization, such as info@, etc.
Equivalency Determination For a non-US-based organization, this will show your Equivalency Determination Status.
Legal Address

Required.  Enter the legal address of the organization as it is registered. This should match legal registry documents or official records, such as U.S. tax forms.

Please note that this name cannot be changed after a proposal is awarded.

Mailing Address Optional.  If different, please enter the mailing address for your organization.

Within Organization Profile scroll down to access:

  • View Banking Information and where you can add new bank accounts or deactivate old accounts.  For assistance, click here.
  • View Contacts that we have associated with your organization and confirm if they have Portal Access, see below
  • View and add required Annual Expenditure information; providing the Foundation with your previous year's expenditures. For assistance, click here.
  • View, add and replace Documents that will be used in the application process, For assistance, click here.

 

View Contacts

  1. Select Contacts, to view table
  2. Click on the Arrow Action button to view details

Table shows each contact's first and last name, email, role and portal status:

  • Active Portal User - Has an active login to the Grant Portal
  • No Portal Access - Does not have an active login to the Grant Portal.  Please contact [email protected]

You cannot add contacts from this view; contacts can only be added in connection with a new proposal by adding a collaborator. Please refer to this article for guidance.

If you need assistance adding contacts not associated with a proposal, please reach out to your program team or contact our support team at [email protected].

 

To Deactivate Contacts

  1. Select Contacts, to view table
  2. Click on Arrow Action button, select Deactivate

Once a contact is selected for deactivation, our support team will remove them from your portal profile.

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