Offer your clients peace of mind by confirming their grant delivery status.
To track the status of a grant on behalf of a client:
Log in to your advisor account Dashboard.
Click on your client's name to expand their profile.
Click on the client's grant under their activity history.
You will be able to view information at each stage of the grant's journey:
Requested date: when your client successfully fills out the grant recommendation form.
Funds clearing date: when your client's funds become available to cover the grant amount.
Date sent to charity: when the grant is disbursed to the recipient charity, either by PayPal or check.
Date received by charity: when the grant is received by the recipient charity. In the case of checks, when the check is delivered.
Date deposited by charity: when the grant is deposited by check or accepted in PayPal.