designated/beneficiaries
We have multiple funds that either roll some or all of their spendable to the principal balance each year to grow the fund or for a specified amount of time (until the donors' death for example). Currently, you can not select the source fund as the beneficiary. It would be nice to be able to do so, so that we can automate these grants annually.
2
votes
Eric
shared this idea
In funds on the relationship tab it is possible to add beneficiary to a fund. That Beneficiary can be a fund or grantee.
