Skip to content
In this sectionUse cases

Renewing with past funders

Funders who've supported you before are often the most likely to give again. See how Lanternfield Community Theatre keeps track of its past funders, goes back to them and plans its renewals.

  • 6 min
  • Every plan

Screens from October 2026

Who has funded the theatre

In Funders, Dana Whitfield selects the Funder chip. It lists the three funders that have given the theatre money or goods: Alderglen Community Foundation, Elkhorn Ridge Foundation and Veldt & Sons Hardware. Each row shows what's secured, what's still open and the next date.

Funders filtered to the Funder relationship: the three funders that have funded the theatre, with the amount secured from each.
The theatre's funders at the Funder stage, with what each has given. Example workspace · fictional data

A funder moves to Funder when an award is recorded, and GrantFlex never moves it back. Penhallow Family Foundation funded the theatre in 2023 but hasn't since, so its relationship is set to Lapsed by hand. See Your funders.

Past funders from setup

Setup's Past support step asks who has funded you before. Dana listed Elkhorn Ridge, Alderglen and Penhallow there. When a funder from that list isn't in Pipeline yet, Pipeline shows Track renewals with past funders. Its button, such as Add 2 as prospects, adds a record at Prospect for each, with a note about the past grant. All three of the theatre's are already in Pipeline, so it doesn't appear. See The five setup steps.

Going back to Elkhorn Ridge

Elkhorn Ridge Foundation gave $7,500 for the theatre's 2025 summer show. Its final report was accepted, and the award is closed. Now Dana asks Elkhorn for more: $25,000 from its Community Stages Program for new stage lighting.

Elkhorn's page in Funders keeps the whole relationship. Our history counts $32,500 asked and $7,500 secured, and lists both records. The new request is Awaiting response, with a decision expected in about five weeks.

Our history with Elkhorn Ridge Foundation: one open ask, $32,500 asked, $7,500 secured, the Community Stages request awaiting a decision and the closed 2025 award.
Elkhorn Ridge Foundation's history with the theatre: a closed award and a new request. Example workspace · fictional data

Further down, the Timeline lists every touch, newest first. On a site visit, Elkhorn's grants manager asked for an electrician's quote with the proposal. Dana logged the visit with Log an interaction, and the quote became one of the proposal's requirements. See A funder's profile.

Before a grant ends

Alderglen's $12,000 Youth Arts Fund award is still Active, with about eight months left in its grant period. When an open award's grant period ends within 120 days, GrantFlex adds a renewal record at Prospect. Its name starts with Renewal, and it carries a date to start the request 60 days before the period ends.

An award's page: the status menu set to Active, Award details, Payments with one installment received and one scheduled with Mark received, and Attach the award letter.
The Youth Arts Fund award, with its grant period and payments. Example workspace · fictional data

Luis Ortega, who owns the Youth Arts Fund record, then gets a Plan the renewal notification. The date shows on the calendar marked Estimate, with reminders before it. See Award letters, terms and payments.

After a decline

When Penhallow declines the theatre's $15,000 capacity request, Dana records the decline with Remind us to reapply next cycle turned on. GrantFlex adds a new Penhallow record at Prospect, with the next cycle's estimated date about 11 months out. The closed record links to it as Next cycle. See When a funder says no.

A declined funding record: the Declined card with the reason, the date and the funder's feedback, and a link to the next cycle's record.
Penhallow's declined request, with the funder's feedback and the Next cycle link. Example workspace · fictional data

Who gave again

In Insights, the Funders card asks Who gave again: of the funders who made an award in the 12 months before the last 12, how many have made another since. For the theatre, the one such funder is Elkhorn Ridge, and it hasn't given again yet. So it's listed under Not renewed with its last award. If Elkhorn says yes to Community Stages, it counts as giving again. See Insights.

The Funders card: secured money by type of funder, declines by reason, and who gave again, with one funder under Not renewed and its last award.
The Funders card in Insights, with Elkhorn Ridge under Not renewed. Example workspace · fictional data

Note

Insights works out Not renewed from recorded awards. The Lapsed relationship in Funders is one you set yourself, so the two can differ, as they do for Elkhorn Ridge and Penhallow.

Next

Suggested