Beneficiary "On hold" or Inactive
Allow for making a distribution to a Beneficiary on a fund "on hold" so that it will not be created when spendable grants are done. we have many funds that have beneficiaries as part of their fund agreement but the distribution is on hold for various reasons (the fundholders desire the fund to get to a certain level before making distributions, the fund is waiting for proceeds from life insurance, etc.). But we would like to have the beneficiary information created on the fund so it can easily be "activated" when the hold is removed.
Christine Stammer
shared this idea
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Ian Ross
commented
For Designated funds, we often need to keep track of multiple beneficiaries per fund. And with hundreds of spendable grants created every year, there are times when we need to hold a grant from a specific fund, for a specific grantee. Would be great to have an option to hold or deactivate a beneficiary WITHOUT removing them from the beneficiary list entirely.