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Contribution Creditee/Credit date
Martin Keen (Past Member)
$organization
over 9 years ago
Folks, We're looking at tracking scholarship/bursary monies via Contributions via the following example: 1. create a constituent record for The Estate of John Doe 2. create a Fund specific to the bequestor 3. enter a contribution for the value of the bequest 4. Add a creditee/creditees in the Match/Credit screen of the contribution to detail how much of the bequest has been dispensed to a specific student I'm considering also an Affiliation between the recipient and the bequestor so that the Relationship Analysis report can be used Does anyone out there do this sort of thing? Do you have any suggestions? Martin