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CommunitySuite Idea Lab: Grants, Grantees, Grant Types

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beneficiaries

Give us the ability/option to choose when we want to send out distributions for beneficiaries. It would save a lot of staff time if we could program the date to release the distribution when we first set up the beneficiary. Currently we have to go to each fund and click on 'grant spendable' since we have so many beneficiary distributions.

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Christine Cunningham shared this idea  ·   ·  Report…  ·  Admin →
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  • Pam Herman commented  ·   ·  Report

    I have several distributions that are automatic once spendables are calculated. It would be great to be able to have a check box that would allow us to create those grant spendables automatically. Additionally I have one endowment that is granted on a quarterly basis, and it would be nice to set that up as well. Finally I have a lot of endowments that have only one beneficiary but they are advised funds and the advisor does not always make the distribution. It would be nice to be able to indicate the beneficiary but not create the grant.