How do I edit, duplicate or reactivate a grant?

In your Gifts and Benefits admin area, you can edit, duplicate or reactivate a grant.

✍️ Edit a grant

To edit a grant (title, description, validity period):

  • Go to the Grants tab
  • Click on the relevant grant
  • Click on Edit
🙌 Duplicate a grant

To duplicate an existing grant:

  • Go to the Grants tab
  • Click on the relevant grant
  • Click on Duplicate
  • Edit and fill in the fields as needed
  • Click on Confirm my grant
🥳 Reactivate an archived grant

To reactivate a grant that has been archived:

  • Go to the Grants tab
  • Click on the Archived tab
  • Click on the relevant grant
  • Click on Reactivate
  • Select the end date and confirm the reactivation

💌 Notification of changes

If you edit, duplicate or reactivate a grant, beneficiaries who still have a grant balance will automatically receive an email informing them of the new settings.

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