About Form Types

The form types available in Blackbaud Grantmaking define the form's audience in addition to its intended use.

Note: When creating a new form from scratch, the form will appear blank regardless of the form type. The types shown here are examples based on commonly accepted industry terms and are intended to help you better organize the lifecycles and workflows of your programs.

Applicant forms

The Applicant is the audience for all form types in this section. This category of forms might also be called External Forms.

Note: These forms are intended to be completed by external parties (i.e., Applicants) within the Applicant Portal.

List of request-type forms:

• LOI - Used for a LOI (Letter of Intent/Inquiry) that would precede a full grant request.

  Note: LOI forms cannot be used as Default on a Program.

• Nomination - Used as the main application form (i.e., Nomination Form) for nomination programs.

• Other Applicant Form - Used as a catchall for any forms that do not fall into the predefined form types.

• Request - Used as the main form (i.e., Default Form) the Applicant will complete in the application process for grant programs.

List of requirement-type forms:

• Additional Documentation

• Grant Agreement - Used when an Applicant is required to review and acknowledge the terms of a grant agreement.

• Progress Report