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Turn2us Charities/Providers User Guide - Update your fund

Update your fund

The 'Update your fund' section allows you to view and update any funds (schemes) attached to your profile. You can also add funds.

Screengrab of Update fund on the charity account menu

Editing a fund

Click 'Edit' against the fund you want to edit. This will take you to a form that has all the information about the fund on it. (See Screengrab below.)

Screengrab showing the View Schemes page

This will take you to the 'Update fund (scheme)' form for the fund. (See Screengrab below.)

Screengrab of Update scheme

The form is divided into several sections. (See Screengrab above.)

General information

  • Name

  • Description (Information about what you charitable fund does)

  • Status

Just fill in the fields and click 'Save'.

Enquiry gate

Screengrab of the enquiry gate

If you want to, you can put an enquiry gate on your profile (see Screengrab above). This means that before a person using the Grants Search can access your contact details or make an online enquiry to your fund through Turn2us (if you accept them), they have to confirm that they meet the eligibility criteria.

Just tick the box that says 'Display enquiry gate' and fill in the box that says 'Eligibility Short Description'.

Then click 'Save'.

Screengrab of the enquiry gate option

Description fields

Screengrab of description fields

The description fields in this section include:

  • Eligibility criteria (including any exclusions)

  • How to apply

  • Other information

Just fill in the fields and click 'Save'.

Custom fields (charities that accept online enquiries through Turn2us only)

Screengrab of Custom fund questions

If you accept online enquiries through Turn2us, you can add up to three 'custom' questions to the Turn2us grant enquiry form in this section. For example, if you are charity helping people who worked in a particular industry, you might want to know which company or sector they worked in. If you are a charity that helps members of a particular trade organisation or union, you might want to know what their membership number is.

To add questions in this field, click on the tab that says 'Custom fund questions'. (Screengrab below.)

An accordion will open out which allows you to add up to three questions relating to your fund. ( below.)

Screengrab of the Custom fund questions field showing the accordian

Add the first question in the Question 1 text box.

If you want it to be a 'required question' that the enquirer has to answer, tick the 'required question box'.

Screengrab of the Question 1 field of Custom fund questions section

You can also choose what kind of text box you want to appear on the enquiry form:

  • Standard textbox - for questions that require a short answer (box one and three on the Screengrab below)

  • Multiline textbox - for questions that require a longer answer (box two on the Screengrab below).

Screengrab of sample Custom fund questions on the Turn2us online enquiry form

Do the same for questions 2 and 3. Then click 'Save' at the bottom of the form.

The questions will then appear at the bottom of the Turn2us grant online enquiry form when someone makes an enquiry to your particular charity. (Screengrab below). The ones marked with an asterisk are 'required' so the person has to fill these in before submitting the form.

Screengrab of example Custom fund questions on the Turn2us online enquiry form

Tagging

There are some details that Turn2us needs to change for you, including tagging for:

  • Age
  • Location
  • Gender.

If you want us to make any updates to the tagging or content of your profile, or if you have any other questions, please contact us at: dshelp@turn2us.org.uk

Adding a new fund

You can also add a new fund (scheme) to your charity's/provider's profile if you need to.

Just click the 'Add new scheme' button on the Update your fund landing page (See Screengrab below).

Screengrab of the Update Your Fund landing page

This brings up a form for you to fill in. The sections are the same as for editing a fund described above.

Fill in details of your fund and then click 'Save'.

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