Recurring grants may be requested online by using the “Grant Request” tab on Fund Manager. Recurring grants may be monthly, quarterly, semi-annual or annual, and may be set to recur a limited or unlimited number of times. For a recurring grant recommendation to be successfully requested, the form on this tab must be executed properly and the recommendation must fall within the parameters of the fund. When your request is submitted, CFO staff will review it, then begin processing the grant or let you know if additional information is needed.
If you are familiar with the process of requesting a grant using Fund Manager, click here to jump to the additional steps of requesting a recurring grant.
Once on the “Grant Request” tab, you will begin by following the same process as a single grant. There are several ways to request a grant distribution:
- Choose from previous Grantee (also includes an option to request a grant to three of the CFO’s funds under the "Other foundation funds" dropdown menu)
- Search for other Grantees
- Enter Grantee information manually
If you would like to choose a previous grantee, select the organization from a list of prior grantees, as shown below. Use the “Other foundation funds” option to request that CFO contributes from your fund to another CFO fund.