Creating an Invited Grant

Invited grants are used by MakeWay Foundation staff making outgoing grants to Qualified Donees. Grants from C/DAFs (Community/Donor Advised Funds) and MWCS projets are Recommended Grants; grants to Non-Qualified Donees are NQD Grants.

  1. Navigate to the Grants tab in Salesforce.
  2. Click on New. 
  1. The New Grant pop-up window will open. Where asked to “Select a record type,” choose Invited.
  2. Click Next.
  1. A new pop-up window will open titled New Grant: Invited. Fill in the following fields (assume they are required unless marked optional) – details follow the image:
  1. Grant Amount: Type the grant amount in this numeric field – numbers only; a $ sign and commas will be added by the system. (The system will state that the amount is in US$ - ignore this, as all amounts will default to CAD$.)
  2. Grant Name: Use the following general naming protocol for consistency (which makes searching easier): [Fund# (may be more than one) making the grant] [Project Name] [$ amount] [mon YEAR]. Example: R001-06 Bison Hunt Camp $20,000 May 2024
  3. Recognition Name: This field will be merged into the Grant Agreement letter. This is usually the Program Name, but could also be a specific project within a program.
  4. Single Source Fund: Use this field only if the grant is coming from a single fund. Type in the number of the Child Fund (RXXX-XX or PXXX-XX) being used – this will populate this field with the whole Fund name. If the Grant is being paid by two different funds, leave this blank and enter the Fund numbers when creating a Distribution/Withdrawals.
  5. Agreement Type: This field defaults to the correct Agreement Type for the grant you have created.
  • Signature Required Before Payment if the grant is $100,000 or more, or is an NQD grant. This grant agreement must be signed by the grantee before the Distribution is Released.
  • Signature Not Required for all other grants.

As of September 2025, grants under $100,000 with reporting requirements no longer default to Signature Requested status. If you would like the grantee to sign the grant agreement, you may manually change the Agreement Type to Signature requested. This will generate a grant agreement letter with a signature box and a request to sign the agreement. However, the grant payment will be released whether the agreement is signed or not, and the grant administrator does not follow up with grantees if Signature Requested grant agreements are not returned signed. Please feel free to contact [email protected] with any questions.

  1. Summary: Whatever is in this field will be merged into the Grant Agreement letter as the purpose of the grant. Do not begin with a capital letter and do not end with a period. This wording must be compliant with CRA charitable purposes and will be reviewed by the Policy, Research & Compliance (PRC) team. 
  • If the grant is for general support, enter “for general support”
  • If the grant has a project purpose start with “to support ….”. Avoid acronyms, and keep it simple – often, the name of the project will suffice. Example: to support youth participation in the Bison Hunt Camp program
  1. Primary Fund Advisor: The name of your Team Lead.
  2. Grant Coordinator: Your name here! If you are entering this for someone else who is the relationship lead, you should enter their name here.
  3. EITHER Recipient Fund: Leave blank unless you are making an inter-company grant (from the Foundation to the Society) or intra-company grant (from one Foundation Fund to another Foundation Fund or from one Society Fund to another Society Fund). Type in the number of the Child Fund being used – this will populate this field with the whole Fund name.
  4. OR Recipient Organization: Use this to look up the grantee organization name. Leave blank for inter-company or intra-company grants.
  5. Primary Contact: This is the person to whom the grant agreement letter will be addressed. Click the field and enter the name of the primary contact. If they are not in Salesforce, they must be added as an affiliated Contact of the grantee organization or fund. If the grant agreement needs to be signed by grantee, this should generally be a director, CEO, or officer of the organization.
  6. Project Contact (optional): This is a person in the grantee organization who should be CCed when the grant agreement letter is sent.
  7. Location where work takes place: This will pull up a drop-down list of all provinces & territories, plus an option for cross-regional projects. Selecting "Cross-regional" will pull up an additional field where you can enter specific information.
  8. Urban/Rural location: This will pull up a drop-down list of Urban, Rural, Both or Unknown.
  1. Evaluation Indicators: Scroll down the New Grant Invited window to the Evaluation Indicators section. 
  1. Grant Purpose: Select either General Support or Project Support. If the Summary (F above) is "for general support" leave this on General Support. If it his for anything else, change this to Project Support.
  2. Priority Area: Select at least one and to up to three Priority Areas.
  1. Click Save.
  2. Go to the Grant Object you just created. Scroll down the screen to the Box section and create a Box folder for this Grant Object. Don’t worry about what to name it – the system does that automatically. In that folder, file any or all the following:
  • Grant Proposal/Recommendation (document or email)
  • Welcome Letter
  • Any other relevant document (e.g., budget spreadsheet etc.)

If your Grant is being paid all in one payment, go to Single Distribution.

If your Grant is being paid in multiple payments, go to Multiple Distributions. 

If you are requiring that the grantee report on their work, also go to Grant Reports.