Add a Distribution Beneficiary

  1. Navigate to Funds from the Home page.
  2. Select the desired Fund.
  3. Click Add Beneficiary from the left-side menu.
  4. Choose a Grantee or an Internal Fund to receive the Distribution. 
  5. Repeat these steps to add additional beneficiaries.

Consider the following when adding Distribution Beneficiaries:

  • If a fund only has one (1) beneficiary, that beneficiary will automatically receive 100% of the distribution.
  • If the fund has multiple beneficiaries, you will need to set each beneficiaries’ distribution allocation by percent.

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