A report of the full history of gifts, grants, expenses and non-gifts for all funds held under an affiliate foundation can be generated using Fund Manager following these simple steps:
- On the home page for a fund, click on one of these four tabs:
- Gifts: All contributions or donations to funds held by the affiliate
- Grants: All grants to nonprofit organizations from the funds held by the affiliate
- Expenses: All distributions to vendors from the funds held by the affiliate
- Non-Gifts: All non-charitable contributions to the funds held by the affiliate
- On the next page, you can click the “Filter” button at the top right of the list to filter by date.
- When ready to create the report, click the “Export” button in the lefthand menu. A spreadsheet file will automatically download.
- Locate the file and open with a spreadsheet application (Excel, Numbers, etc.).
All transactions of that particular type for all active funds of the affiliate will be contained in the file. If you need a report of cumulative gifts or grants since the inception of the affiliate, please reach out to your primary CFO contact.
