consolidated fund statement or portal information for affiliate organizations
Ability to create consolidated fund statements for affiliate organizations or agencies with many funds. Or show totals of contributions and grants on the portal as well as the fund balance for all funds in the affiliate org. We have fund advisors that have a dozen or more funds, usually education foundations, that want to see totals each quarter of the details in all the funds. Not just fund balances.
1
vote
Lynn Oltmanns
shared this idea
Although you can't combine fund statements in the portal, the financial tab can be enabled which would allow the consolidation of all the affiliate funds in one report. The other thought would be to have a master education fund with the named funds as sub-funds. That would combine all the activity for the parent fund.
