The hGrant reporting tool allows Blackbaud Grantmaking customers the ability to participate in the Foundation Center’s Grantsfire project.
NOTE: This module is optional, please contact your sales representative to have it added.
hGrant was developed as part of the Grantsfire project to help foundations:
- Publish their grants information to the Web so it is easier for nonprofits to find grant information
- Access timely information about what projects and areas of focus are being funded in the nonprofit sector, and
- Create an online vehicle that enables them to be more transparent about their grant making
Publishing using hGrant allows third-party software to read grants information and aggregate it on a central database.
Grant feeds published by any foundation using the Foundation Center’s hGrant Reporting program are available to the public, for free, at glasspockets.org, the Center’s online portal that champions transparency in the philanthropic sector.
To find out more about the Foundation Center’s Grantsfire project and consider joining go to: http://foundationcenter.org/grantmakers/hgrant.html.
For more information, contact firstname.lastname@example.org.
For compatibility with Foundation Center’s hGrant format, your geographical code levels must be arranged in a specific way as shown below. If your levels are not currently set up this way they are changed using the Admin > Classifications tool.
Note: Country is taken from the Organization Country on the Request.
|1||Intra Country Region||Northeast US, Northern Canada etc.|
|2||State or Province||New York|
The following conditions are required to run the hGrant Report:
• The hGrant Report XML can only be generated for Approved grants.
• There are required fields specified by hGrant.
o City and State in both the grantor organization and grantee organization
o Project Description in the Request
o Grant Amount in the Request
When the hGrant report feature is enabled, the menu option is visible only to Client Administrators, Grants Managers and Grant Associates.
This functionality is access through the Actions menu with a new option named hGrant Reporting on Request search result pages and Related Requests lists.
When you select one or more Requests in the search results and then select Actions > hGrant Report, the following form opens:
[Required] This file contains the hGrant data is uploaded to the hGrant site.
Click the Browse button to open a Windows browse form in order to specify:
Note: The location of the file must be on your local workstation or network. These files cannot be stored on the Blackbaud Grantmaking servers.
The system creates an XML file with the name and location indicated. If a file with the same name is found in that location, you are prompted to confirm overwrite or cancel.
The generated XML file can then be uploaded to Foundation Center to make the information public.
|Grantor Organization Card||
A grantor organization must be defined for inclusion in the vCard* block of the XML file.
For this reason, you should create an Organization record for your organization. If multiple entities are involved, multiple Organization records should be created so the options are available when the hGrant Report is run.
Clicking the magnifying glass look-up icon opens an hGrant Organization search form allowing you to find other organizations in your database to assign as the Grantor.
*vCard is a file format standard for electronic business cards. vCards are often attached to e-mail messages, but are exchanged in other ways, such as on the World Wide Web or instant messaging. They can contain name and address information, phone numbers, e-mail addresses, URLs, logos, photographs, and audio clips.
|Number of Requests and Total Amount||Below the File Name is displayed the number of Requests selected and the total grants amount.|
|Process Monitor||The process monitor area serves to list any ‘pre-processing’ warnings or errors. After creating the XML file, this area lists all successful exports with the Request ID and the status of Exported.|
Click this button to create the XML file containing the selected Request data.
This button is disabled if:
|Cancel||Closes the hGrant Reporting form without creating the XML file.|
Once a File Name is entered and a Grantor Organization is set, if there are now errors listed, you can click Create to generate the XML hGrant file.
The Process Monitor looks similar to the sample below:
For every hGrant Reporting export, one activity record is created.
Note that Organization, Contact, Request, and Payment is blank because this activity record represents the entire batch.
If a particular request is re-exported, the Export_ID is replaced with the new Activity.ID. For that request, the Export_ID only references the latest export. Reference to the old Activity.ID is lost.
This section discusses setting up news and social media feeds.
If your organization has established News and Social Media sites or an RSS feed available for sending out updates and alerts to subscribers, they are entered in glasspockets.org when you set up your foundation profile.
Potential applicants or other people involved in charity can then subscribe by accessing the Foundation Transparency 2.0 list and clicking on your appropriate link.