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Documenting Distributions to Emergency Relief Funds

WhitneyDavisWhitneyDavis Posts: 2 ✭
Conversation Starter
edited January 2022 in Crisis Response

The Foundation recently made a distribution to a local emergency relief fund (run by our local United Way). I am wondering how others are using Foundant to track this type of investment/payment which is logistically different from a payment to a grantee.

Thanks,

Whitney Davis

Program Officer

The Foundation for a Healthy High Point

High Point, NC

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    AaronSpevacekAaronSpevacek Posts: 25 ✭✭✭
    Name Dropper First Answer First Compass Anniversary Beer Expert

    I think many Foundant clients create internal processes to record disaster assistance and other grants that are made without competitive applications.

    By copying an existing process and removing everything you don't need to track with these grants, as well as making the process internal, you can enter the grant quickly and track the fields that are consistent between these and other grants.

    That having been said, I'd be interested in hearing from others.

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    AaronSpevacekAaronSpevacek Posts: 25 ✭✭✭
    Name Dropper First Answer First Compass Anniversary Beer Expert

    @WhitneyDavis How did you end up tracking that distribution? Were you able to track the ultimate recipients or did you just track it as a distribution/grant made to the United Way?

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