Bridging the gap - Grants and vouchers having special handling instructions

MichelleHamil

We are having a disconnect where a donor has asked to have a grant check sent to them rather than to the nonprofit (they want to present the check or include a note with the check before mailing it to the nonprofit) or sent to a 3rd party address for processing (for example, the donor has requested we send the check to the local branch of XYZ nonprofit where it will be recorded and sent on to the national office). We run checks once a week and in our current process those special instructions are getting dropped. Where do you put your special handling instruction on the grant and how do you move those special handling instructions to vouchers where the finance team can see them and send the check per the donors instructions?

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