Add interfund option for fund distributions

Please add the option to schedule interfund distributions as part of the percentage split on the fund distributions tab. Impact: Right now we have several donors who have said they want to make annual distributions from their fund to a variety of payees. The payees include various normal grantees, but also they want to transfer money into another fund at our foundation annually. Since this is set up as a split based on the amount that is available to spend each year, we have to leave the interfund transfer in the distributions tab as a placeholder to make sure that the ATS is split correctly. But then we have to either (A) not process these grants as distributions and re-enter them as normal grants and do the interfund transfers separately, or else (B) hard-code the dollar amounts into the distribution tab as specific dollar amounts instead of percentages after the amounts have been calculated, and then enter the interfunds separately. Neither of these options is at all satisfactory and it is a very time-consuming fix.
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  • Aug 11 2015
  • Reviewed: Voting Open
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