Grants Portal FAQs

The Dyson Foundation online grants system allows applicants and grantees to apply for funding and manage their applications and grants from our website. Please review the FAQs below before creating an account or beginning a new request. We welcome your comments.

May I contact someone at the Foundation for assistance with the Grants Portal?

What if I used the Foundation's earlier grants portal from 2010-2014?

How do I set up an account?

Several people within my organization may submit various applications to the Dyson Foundation. Should we all create our own accounts?

Should grantwriters create their own accounts or use organizational accounts?

What can I do in the Grants Portal?

How do I start a new funding request/letter of inquiry?

Can staff at the Dyson Foundation view the content of my draft letter of inquiry/application?

Are there limits to how many words or characters I can use in my responses?

May I start a letter of inquiry, application or reporting requirement and then save it to finish later?

After I submit a letter of inquiry, what happens then?

How do I submit a full application?

Are additional forms or attachments required?

Can I upload electronic files (PDF, Word, Excel, etc.) to submit with my application?

What if I do not have a document in an electronic format?

Should I mail the Foundation additional materials in support of my application such as videos, photos, or binders?

Will I have a chance to preview and/or print a copy of my application before submitting it?

I would like to have a colleague review my letter of inquiry/application draft before submitting it. Can I share the draft?

Can I fulfill my grant reporting requirements through the Grants Portal, whether I applied through the Portal or not?

What happens if you lose or forget your log in/password information?

Will the information that is stored in the grantee portal be secure?

Which web browser should I use when accessing the portal?

Where do I submit my organization's banking information via the online Grants Portal?

Where do I upload the signed grant agreement?

Who has access to my banking information?

My grant has been approved but I don't have a Grants Portal account to enter my banking information, upload my grants agreement, or complete requirements. 


May I contact someone at the Foundation for assistance with the Grants Portal?
Yes, you may contact Melissa Utsett, Program and Information Coordinator, at mutsett@dyson.org or by phone at 845.790.6343 with any questions pertaining to the portal.
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What if I used the Dyson Foundation’s earlier grants portal from 2010 - 2014.
Active portal accounts associated with our previous system will be transferred to our new portal along with the organizational information, requests, and reports.
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How do I set up an account?
If this is your first time using our online Grants Portal, please click the "New Users" button on the Grants Portal page. You will take a short eligibility quiz and enter some basic information to register your account. We strongly recommend that each organization set up only one account, then grant portal permissions to additional users once you have begun an application, or by contacting the Program and Information Coordinator at 845.790.6343. 

Once you have logged into your portal account for the first time, you will be able to begin a letter of inquiry and complete the organizational "Profile" section. Accounts of organizations who used the Dyson Foundation's earlier grants portal from 2010 through 2014 have been transferred to our current portal
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Several people within my organization may submit various applications to the Dyson Foundation. Should we all create our own accounts?
Once you have begun a new application, you may give other users permission to log into your organization's account. Please note that discretion should be used in allowing additional users to access the portal account because it may contain sensitive information, including banking details, which will be visible to all portal users. Please follow these steps to grant portal permissions to another user.

  1. On the application click on the Additional Contacts tab
  2. Click the magnifying glass icon next to Contact Name to open the Search Object dialog.
  3. Enter the contact's name into the Search box and click Go!.
  4. Click on the Name of the contact to close the dialog box OR, if the contact does not exist in the system, click New to open the New Object dialog. Enter the contact's salutation, full name, phone and email. Click Save.
  5. Select the contact's role from the drop-down list. NOTE: Access to the portal is required for the Reporting Contact. If the selected contact has an email address in the system and does NOT have portal access, check "Grant portal access".
  6. Click the Add button to add the contact to the Existing Contact Role List.
  7. Once you have identified all the necessary contacts, click Continue to navigate to the next section of the application.

For assistance granting other users access to your account, contact your program officer or Melissa Utsett, Program & Information Coordinator, at 845.790.6343.
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Should grantwriters create their own accounts or use organizational accounts?
It is at the discretion of the organization to grant portal permissions to grantwriters. We recommend that everyone submitting or managing applications for the organization have their own log-in information to the organization's account. Please use the method above to grant other users permission to your organization's account, or contact us for assistance.
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What can I do in the Grants Portal?
From the main portal dashboard, you can: edit your email/password log-in information; complete and submit a new letter of inquiry; complete a full application if you have been invited to do so; access draft and submitted letters of inquiry and applications; email drafts of submitted letters of inquiry and applications to yourself or others; check the status of submitted applications; and complete grant reports.
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How do I start a new request for funding?
If this is your organization's first time applying for funding, click on the "New User" button. You will be asked to register and will then be taken to a letter of inquiry form. If you are a returning applicant, click on the "Existing User" button. Start a new letter of inquiry using the "New Request" link in the navigation bar of the main portal page. In either case, please be sure to complete the "Profile" section (found in the upper right hand corner of the account dashboard), as this information is part of the letter of inquiry.
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Can staff at the Dyson Foundation view the content of my draft letter of inquiry/application?
Yes, staff can view the content of your online forms as soon as an inquiry, report, or application is started.
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Are there limits to how many words or characters I can use in my responses?
The applications contain several questions that require narrative responses; most of these have a 15,000 character limit. We strongly encourage you to be as concise as possible while still fully answering the questions.
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May I start a letter of inquiry, application, or reporting requirement and then save it to finish later?
Yes, there is a “Save” option, which will close the application or report that you are working on and return you to your main portal page.  We recommend that you save your work frequently.  Note that your work on a particular page is only saved when you advance to the next page, or when you click “Save”.
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After I submit a letter of inquiry, what happens then?
You will automatically receive an email confirmation that we have received your letter of inquiry.  Subsequently, you will be notified as to whether or not we would like to invite a full application.
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How do I submit a full application?
You should first submit a letter of inquiry. If the Foundation invites a full application after reviewing your letter of inquiry, you will receive an email with a link your Grants Portal page where you can access and begin the full application. The letter of inquiry will be available for reference on the “History” tab inside your portal.
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Are additional forms or attachments required?
Yes, we generally require the submission of several attachments along with each application. Some of these attachments will be documents that you already have, such as your organization’s board list or operating budget and some will be forms that we ask you to complete, such as a project budget form. Links to required forms will be available on the application itself, within the attachments tab, and in the navigation bar under “Forms”.  You may download the forms, complete them, and then upload them as attachments on the final page of the application. If there are documents that you cannot upload for some reason, you may send them to us in one of several other ways: email them to us, fax to 845-677-0650, or mail them to us.
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Can I upload electronic files (PDF, Word, Excel, etc.) to submit with my application?
Yes, the “Attachments” page of the application allows you to upload documents as attachments. Most electronic file forms are accepted.
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What if I do not have a document in an electronic format?
If you do not have a document in an electronic format but would like to include it with your application, you may either fax it to 845-677-0650 or mail it to us.  Please also note that most accountants can provide you with a PDF copy of your financial audit or review upon request.
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Should I mail the Foundation additional materials in support of my application such as videos, photos, or binders?
No, please do not send any additional materials beyond what is asked for in the “Attachments” section of the application unless we specifically request that you do so.
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Will I have a chance to preview and/or print a copy of my application before submitting it?
Yes, when you have completed the letter of inquiry/application, you may either print or email the draft from the “Review and Submit” tab on the application prior to submitting the form. Click the “Review & Submit” button to review the form in its entirety.  If you are satisfied with the form, choose “Submit”.  Once you do so, the form is submitted to us. Once submitted, you can only go back and make changes if you contact us.  Note that this application now appears as “Submitted” on your main portal page.  Once you have submitted a form, you will receive an email confirmation that will include the full contents of your application.  You can also email a copy of a submitted application to yourself or someone else.
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I would like to have a colleague review my letter of inquiry/application draft before submitting it. Can I share the draft?
Yes, you may either print or email the draft from the “Review and Submit” tab on the application prior to submitting the form.
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Can I fulfill my grant reporting requirements through the Grants Portal, whether I applied through the portal or not?
Yes, you can submit reports through the Grants Portal no matter how you applied for your grant. If you applied through the portal, simply log in and you will notice the reports within the “Open Items” tab on your dashboard. Click on that tab and you will see a link to the appropriate report form for your grant(s). If for any reason you do not see the appropriate report forms in your portal, please don't hesitate to contact us for assistance. Even if you did not apply for your grant via the online Grants Portal, you can still complete and submit your reports there but you may need to contact us first for assistance.

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What happens if you lose or forget your log in/password information?
On the portal login screen, click “Can’t access your account?” to be taken to a screen where you can enter your email address to receive a temporary password. Once you receive the temporary password and log into your portal, you can create a new password. If you experience problems with resetting your password please contact Melissa Utsett, Program and Information Coordinator at 845-790-6343 or mutsett@dyson.org.
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Will the information that is stored in the grantee portal be secure?
The portal has been built on a platform that is used by Fortune 500 companies and has extensive data protection protocols. Please note that discretion should be used in allowing additional users to access the portal account because it may contain sensitive information, including banking details, which will be visible to all portal users.
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Which web browser should I use when accessing the portal?
The portal is supported by a number of browsers such as: Internet Explorer, Google Chrome, Mozilla Firefox, and Apple Safari. We strongly recommend using Google Chrome for the best user experience.
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Where do I submit my organization’s banking information via the online Grants Portal
Banking information is submitted on an Electronic Payment Authorization form. This form will be listed under your recently approved grant on the “Open Items” tab of your portal dashboard. Please open the form, fill out the required fields, and then submit the form. Once submitted, this form will no longer be visible – meaning that your organization’s banking information is accessible only to the Dyson Foundation’s staff accountant; it is not accessible to anyone logging in to your Grants Portal account.
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Where do I upload the signed grant agreement?
An executed (signed) grant agreement can be submitted via the online Grants Portal by attaching it to the Executed Grant Agreement form. This form will be listed under your recently approved grant on the “Open Items” tab of your portal dashboard. Please open the form, tab over to the attachment page, then upload your signed grant agreement and submit the form.
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Who has access to my banking information
Once banking information is submitted via the online Electronic Payment Authorization form, the form itself is no longer visible. Your organization’s banking information is then accessible only to the Dyson Foundation’s staff accountant; it is not accessible to anyone logging in to your Grants Portal account.
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My grant has been approved but I don’t have a Grants Portal account to enter my banking information, upload my grant agreement, or complete requirements?
If your grant has been recently approved and you do not have access to the Dyson Foundation’s Grants Portal, please contact the Program & Information Coordinator at 845.790.6343 for assistance. Generally, it will take 24 hours until you will be able to access the online Grants Portal.
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