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CommunitySuite Idea Lab: Grants, Grantees, Grant Types

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beneficiaries - dollar amounts and percentages for those that process in the GLM

Hello!

I know that you can create a recurring grant in CSuite and be able to add specific dollar amounts to the beneficiary. However, we process our grants through the GLM and then sync to CSuite. We want to be able to use the beneficiary field to indicate what static disbursements occur. Sometimes this is a blend of percentage and fixed amounts. Being able to have a blend of percentages and fixed amounts would be ideal.

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Lorna Sandberg shared this idea  ·   ·  Report…  ·  Admin →
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  • Brent Winkelman commented  ·   ·  Report

    I have a number of endowments that grant straight from C-S that use percentages, e.g., 50% to A, 25% to B & C, giving at the same time every year the same percentage of the annual distribution (spendable balance). Using beneficiaries and recurring grants I would love an option where C-S did the math each year for a recurring grant.