Grantee Center Help
This help section is designed to be a first point of reference for questions related to Grantee Center. Organized by sections in the Grantee Center, you can scroll down to read it or use the links to the right to jump to specific sections. If you have additional questions about your applications, grants, or using Grantee Center, please contact Grants Management at 415.733.8500 or firstname.lastname@example.org.
Table of Contents
- About Grantee Center
- User Accounts and Access Levels
- Contacting The San Francisco Foundation
- Forgotten Username or Password
- Tax Status and Fiscal Sponsorship
- Searching for Your Organization
- Changing Your Organization’s Information
- My Contacts
- Primary Grantee Center Users Managing Contacts
- Primary Grantee Center Users Access Levels
- Other Access Levels
About Grantee Center
Welcome to Grantee Center, our new interactive community resource for applicants and grantees! From Grantee Center, you can apply online, view your current and past applications and grants, submit reports, view the latest information about grant opportunities, and more.
Saving your work
When working in Grantee Center, we strongly recommend saving the content of your work to your personal computer, as a backup. You can also use the print icon on the upper right corner of Grantee Center pages to print your work.
User Accounts and Access Levels
Before you can access all the features in Grantee Center, you must create an account. Each person should create his or her own account; you will be able to assign the grant contact for each application. Grantee Center Users are separate from primary grant contacts; they may be the same person, but you will need to enter this information in both places.
At your first visit, select the Create a New Account link to be prompted to provide the necessary information to complete the set up process. Please note, if you are fiscally sponsored your organization should be your project name, NOT YOUR FISCAL SPONSOR. You will have the opportunity to add your fiscal sponsor during the process. Once you have logged in, you will be able to complete and review online applications, review your grants, submit reports, and manage your account information.
Primary Grantee Center Users
A Primary Grantee Center User has the rights to manage who can access grant and application information for his or her organization in Grantee Center. When a new user registers with Grantee Center, the Primary Grantee Center User receives an email notification of this new registrant. There are three ways to become the Primary Grantee Center User:
- When registering a new account: please select the box for Make me the Primary Grantee Center User for my organization; this change will be effective immediately, and an email will be sent to the former primary user notifying them of this change. If you are a Primary Grantee Center User who receives such an email and you do not approve of this change, please contact Grants Management immediately at 415.733.8500 or email@example.com.
- For an organization you are already affiliated with: select this option on the My Organizations tab.
- For a new organization you are affiliating with your account: when adding this organization from the My Organizations page, you will have the option to become the Primary Grantee Center User.
To learn about other access levels, please read the My Contacts section below.
Contacting The San Francisco Foundation
If you have any questions about your applications, grants, or using Grantee Center, please contact Grants Management at 415.733.8500 or firstname.lastname@example.org. You may also use the Contact Staff link available in Grantee Center to send a message to our staff.
Forgotten Username or Password
If you forgot your username or password, please click the link on the login page. You will be asked to enter your email address to receive an automated email with your username and a link to reset your password. From this link, you will be able to create your own new password.
Tax Status and Fiscal Sponsorship
The Foundation only makes grants to organizations with 501(c)(3) tax status or to government entities. If your organization does not have tax exempt status, you must apply using a fiscal sponsor. If you need a fiscal sponsor, we recommend contacting Community Initiative Funds of The San Francisco Foundation, a separate entity established to provide a vehicle for community efforts that are not incorporated as independent, nonprofit corporations.
Searching for Your Organization
If you cannot locate your organization in our database, you will have the opportunity to add it after searching once. However, we have hundreds of organizations in our database, and it is likely yours is already included, especially if your organization has a history with The San Francisco Foundation. If you see your organization with an out-of-date address, please select that record; you will have the opportunity to update the information after you have established your account.
The following are search tips:
- The search is inclusive so your search terms do not have to be exact.
- If your search returns too many results, search again and add more information to the search terms.
- It does not make a difference if you include or omit “The” in your name.
- Avoid typos that could effect your results; be sure to spell correctly.
- City fields are not searched; therefore, if you type “Oakland” into the search, you will only receive results for organizations with “Oakland” in their names, not all organizations located in Oakland.
- Nicknames and aliases will only be found if they are in our database. It is best to spell out your organization’s name completely.
- University departments: because the search is inclusive, you may enter your department, project, school, division, or university name to find your organization. For example: entering “University of California Berkeley Public Health” should result in finding the School of Public Health at UC Berkeley.
- Government departments: again, because the search is inclusive, entering your location and department name should result in finding your organization. For example: entering “San Francisco recreation” into the search should result in finding the City and County of San Francisco Department of Parks and Recreation in the database.
Learn about grant opportunities and begin your grant applications in this section. Listed on this overview page are your organization’s grants from The San Francisco Foundation since 1998 (donor advised grants do not appear in Grantee Center). From this page, you can submit your reports, review your grant agreements, request modifications, and contact staff from the Actions column. To review your current and past applications, please visit the My Applications tab.
Work on your current grant applications and view past applications in this section. You can save an application in progress and return to this section to continue an application you started in a previous session. Listed on the overview page are your applications submitted since 1998. You can review your current applications in progress and your previously unfunded applications. From the Actions column, you can view, edit, review, submit, or withdraw an application, as well as access information or request a waiver. To review your current and past grants, please visit the My Grants tab.
Please save a copy of your application information to your personal computer; The San Francisco Foundation cannot be responsible for any lost information.
You can print your application at any time using the icon in the upper right of the screen. You can also view your application at any time by opening it from the My Applications tab.
Application history is available since 1998. To access information about applications prior to this time period, please contact Grants Management at 415.733.8500 or email@example.com.
If you must make changes to your application after submitting it:
- Before the deadline date: contact Grants Management at 415.733.8500 or firstname.lastname@example.org.
- After the deadline date: contact your designated Program staff person directly. You received this information in your confirmation email after submitting your application.
To apply for a grant from The San Francisco Foundation, your work must impact at least one of the five counties we serve: San Francisco, Alameda, Contra Costa, Marin, and San Mateo.
Please review the guidelines for each of the available grant opportunities. These materials provide information specific to each application.
- Application Guidelines: Please review these guidelines for specific information and guidance as you complete your Application form online.
If you would like to withdraw your application, please submit this form. Your withdrawal will be confirmed by an automatic email to the Primary Grantee Center User and the user who submitted the request, and The San Francisco Foundation will not consider your application.
Certain documents pertaining to your applications and grants are available for you to access via Adobe PDF Format. If you do not have Adobe Acrobat Reader, please go to the Adobe website to download the free version.
Listed in the My Grants tab are your organization’s grants from The San Francisco Foundation since 1998 (donor advised grants do not appear in Grantee Center). From this page, you can submit your reports, review your grant agreements, request modifications, and contact staff from the Actions column. To review your current and past applications, please visit the My Applications tab.
Grant history is available from 1998. To access information about grants prior to this time period, please contact Grants Management at 415.733.8500 or email@example.com.
Saving your Report Content
Please save a copy of your report content to your personal computer; The San Francisco Foundation cannot be responsible for any lost information.
In this section, you can review and update your personal information. You can also reset your password and request a change to contact information for your organization.
To change information about your organization, including its addresses, phone numbers, and websites, please complete the form on the My Organizations page. After we have updated our database, the changes will be visible from Grantee Center.
This page shows all the contacts affiliated with your organizations in our database. The Primary Grantee Center User can manage the access levels of other users affiliated with their organizations; all other users can only view this information.
Please carefully review the list on this page and make changes as necessary to ensure the users are accurate.
Other Access Levels
Regular Grantee Center Users have full access to the features in Grantee Center, except for those of Primary Grantee Center Users (the rights to manage who can access grant application information for their organization in Grantee Center).