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How do I create an Interfund by linking a gift and a grant?
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have imported gifts and grants that I would like to be interfunds. Is there a way I can link them to create an interfund?
Answer:
If you have an unposted Gift and a Grant that were previously entered as standard records, rather than as an Interfund, you can link the two and create the transaction automatically.
NOTE: This is particularly useful for DonorCentral users who have brought in data from DonorCentral that should have been Interfunds.
To link a Grant and a Gift as an Interfund:
- From the main menu, select File Maintenance > Interfund > Link Existing Gifts/Grants.
The Link Existing Gifts/Grants window opens:
- Click the down arrow to open the Unposted Grant or Unposted Gift Lookup to select Grant and Gift to be linked.
- After selecting both, click Link. The link is summarized in the panel below.
- Click Done when you have finished, or link two more records to create another Interfund.
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