Set up Fiscal Sponsor Relationship for Grants Synced from GLM
Could we please have the ability to set up a fiscal sponsor relationship on a grant when it is synced from GLM to CSuite?
We need to maintain the applicant/application in GLM under the org applying/completing the work (because not every fiscal sponsor applies on behalf of the sponsored org or wants their application history intermingled). Therefore, it would help immensely if we were able to keep the GLM profile as is, then have an option when building the grant to move the applicant to the "Sponsored Org" field, and add the Fiscal Sponsor as the true grantee.
At the recent Foundant Summit, the presenters discussed a work around where you can enter sponsored org as the grantee, put the fiscal sponsor in the sponsored org field, and then use the pay sponsored org button instead. But then that makes it impossible to pull a list of folks who are actually sponsored because it mixes the data. And it's confusing for other staff looking at the historical record to see the sponsor in the "sponsored org field", which is technically incorrect.
Hannah Haven
shared this idea