spendable grant for current year spending only
It would be helpful to have an option to calculate the Spendable Grants either on the total spendable balance or only the current year spendable. We have a significant number of funds that have chosen to not receive a spendable grant in certain years. (particularly organizational endowments but also designated funds and others) Then they may decide to start up annual distributions but leave the accumulated spendable there for future use. All of these grant amounts have to be manually adjusted when we "Create Spendable Grants" because the system uses the total spendable balance.
It seems the option would be best on the fund itself...so that it would cover all beneficiaries on the fund. The options being - calculate on total spendable balance or current year spendable.
Christine Stammer
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