How to make a fund anonymous
  • 03 May 2023
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How to make a fund anonymous

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Article summary

When issuing a grant, we sometimes need to keep the name of the source fund secret. How can we make sure this happens? What if a grant is already in process?

Answer:
To make a Fund anonymous for Grant-making purposes:
  1. Go into the Fund Module, find the Fund, and click on the Fund 1 tab. 
  2. Check the box labeled Anonymous Grants in the top section. 
  3. Save that change
After making that change, check each part of the process to be sure the anonymous setting is in place:
  1. Creat the grant application in the grants module
  2. Check the Payment Plan line in the grant application to be sure that it has a Yes value in the Anonymous field (the last column on that tab). 
  3. Post the grant through to AP
  4. In AP, in the Voucher check the Fund Name in the Line Item description and be sure it says Anonymous Fund. 
  5. When the Check prints, the Check stub will then also say Anonymous Fund.
  6. You may want to revert back the change made to the fund if non-anonymous checks need to be written from that fund later.
If for some reason the Fund was not marked Anonymous, the Grant is unpaid, and the Grant Check should indicate an Anonymous Fund, find the Grant Application in Application History, go to the Payment Plan tab, and change the Anonymous field to Yes.  Likewise, if it should not be Anonymous, then change it to No.

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