Set up awards

A portfolio groups related awards, grants, or other funding opportunities (e.g., the New Student Award)

An opportunity contains all application materials (questions, qualifications, etc.) as well as individual applications related to a single award (e.g., the New Student Award for Fall 2025)

A qualification is a set of related criteria used to evaluate an applicant

Customize site content: Set up award periods, communications, fund periods, and application categories to customize your application workflow

Work with portfolios: Group related awards together for easy access and reporting

Work with opportunities: Collect applications, coordinate reviews, and distribute awards

Add questions: Create questions to gather specific information from your applicants

Add qualifications: Use qualifications to direct applicants to specific awards and reduce overall reviews

Post-acceptance questionnaires: Collect donor or compliance information from award recipients

Manage reviews: Set up and streamline your application review process

Create a question set: Ask a series of related questions to applicants, such as more details about work history or volunteer experience

Create advanced qualifications: Set up criteria to target specific types of applicants

Set up reference questionnaires: Collect testimonials from personal friends, previous educators, and more

Improve applicant search: Adjust questions and scopes to make your opportunities more findable for applicants