I'm struggling with how to handle something along these lines right now. I have an organization that applied with a fiscal sponsor and, in the interim, has received their own 501c3. We approved their grant and issued the grant check which they asked us to reissue under their name, not the fiscal sponsor. Well, that's great but how to handle all of this in the system? Merging loses all the fiscal sponsor information for the years and years of grants we've given them. Creating a new account prevents the applicant from using her regular email address as well as leaves the problem of how to get the current grant moved from the fiscal sponsor organization record to the new organization. Do (can) we delete the grant from the fiscal sponsor organization and manually enter it under the new organization? Do we merge the two and lose the fiscal sponsorship information for the many previous grants? I don't know what the best way to handle this is. I know I would love to simply have the applicant be able to create an account using her own email address, transfer the grant from the fiscal sponsor record to the new organization, and somehow link the two organizations so everyone can see all the transactions, old and new.
I'm struggling with how to handle something along these lines right now. I have an organization that applied with a fiscal sponsor and, in the interim, has received their own 501c3. We approved their grant and issued the grant check which they asked us to reissue under their name, not the fiscal sponsor. Well, that's great but how to handle all of this in the system? Merging loses all the fiscal sponsor information for the years and years of grants we've given them. Creating a new account prevents the applicant from using her regular email address as well as leaves the problem of how to get the current grant moved from the fiscal sponsor organization record to the new organization. Do (can) we delete the grant from the fiscal sponsor organization and manually enter it under the new organization? Do we merge the two and lose the fiscal sponsorship information for the many previous grants? I don't know what the best way to handle this is. I know I would love to simply have the applicant be able to create an account using her own email address, transfer the grant from the fiscal sponsor record to the new organization, and somehow link the two organizations so everyone can see all the transactions, old and new.