Grants with Multiple Funds and Multiple Payments (FC Grants)

In addition to simple grants with one payment from one fund, Foundation Cloud Grants (FC Grants) can handle more complex grants with multiple payments from multiple funds. This feature is particularly useful if the grantee is being awarded money from two or more funds related to one grant.

Single fund grants and multi-fund grants start the same way. See Creating a New Grant for detailed instructions on how to get started.

To Add an Additional Fund:

1. On the Funds tile of the grant record click +Add Fund.
2. In the new modal, click Select Fund, from here the user can search fund records within FC Grants or the integrated CRM system.
3. Use the RE NXT button to search in Raiser's Edge (RE) or type directly into the text box (search by fund number or name). If the system finds multiple funds, a list will be displayed with all funds that meet the search criteria, and the user can select the desired fund. Once selected, the fund information will populate in the modal.
4. Click Save.
5. Repeat step 2 and 3 to add additional funds. 
6. After all the funds have been added, click View Payment Breakdown.
7. In the new modal, the user has the ability to designate custom amounts to be taken out of each fund to equal the total payment amount. The funds are listed in columns, the payments are listed in rows. This breakdown can also be viewed per payment on the Payment tile.
8. Click Save.
9. Payments with multiple funds can be placed on a Check Run when ready for processing.