Beneficiary Report that Includes Other Foundation Funds
Under Reports --> Fund Beneficiaries:
Users can run a report to see all the Foundation funds that have beneficiaries linked and the percentage amount set for said beneficiary. Wonderful!
However, the report only shows external grantees. The report does not show other Foundation funds that are set-up as beneficiaries which would receive an internal grant when distribution is approved.
Can we please add other Foundation funds to show with the external grantees to show under the Name tab in the Beneficiaries Reports?
Julie P.
shared this idea
Beneficiary Fund fields have been added to the Fund Beneficiary Report. This will be in a release note for 12/28/2022.
The fields begin with "Bene" to indicate the fund that is a beneficiary fund.
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Sally Weldon
commented
We should be able to see as much information about the beneficiary that is a fund than the beneficiary that is a grantee. If you can add a fund record as a beneficiary, we should be able to report on it as well.
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Sally Weldon
commented
If we can add a fund as a beneficiary, we should be able to report on it. We should be able to see as much information about the fund that is the beneficiary as the grantee that is.
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Sarah Guidi
commented
Yes! This would be immensely helpful to our Foundation, too. Thanks for posting, Julie.