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1 vote
Do you utilize the fund beneficiary field on the fund? After setting these up, you can create grants in bulk once spendable is posted. Here is the link to the help article: https://support.foundant.com/hc/en-us/articles/4405347700887-Create-and-Edit-Fund-Beneficiaries
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Isabella Corazzini
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1 voteIsabella Corazzini
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4 votes
Note: Files can be uploaded and submitted with a grant request through the portal.
Isabella Corazzini
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2 votesIsabella Corazzini
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3 votesIsabella Corazzini
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18 votesIsabella Corazzini
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Hi Holly,
When we use multiple funds to pay for a single grant—especially during our competitive grant cycles—it can get quite complex. We often allocate discretionary funds or funds based on specific fields of interest, which makes initial calculations straightforward. However, as we progress and start distributing funds across 60+ grants, we frequently run into situations where one fund runs out of money, necessitating transfers from another fund.
Since we typically don’t regrant to the same grantees or repeat amounts, a feature that allows us to match funds to grants in bulk would be incredibly helpful. This would automate the fund-matching process and alleviate the burden of manual calculations, making it much easier to manage our grant allocations.
Thank you! funds to grants in bulk could be helpful as it would do the fund matching for us.