Process Distributions

Written by Dana Kinsey

Last published at: March 6th, 2020
  1. Select Distributions from the Home page.
  2. Click Create.
  3. Enter the Calculate Date, Post Date, and check the box(es) next to the Distribution Type(s) that you want to include; then click Next.
  4. The following table shows the distributions that will be applied to each fund. These are calculated based on the parameters you set for each Distribution Type and Interval.
  5. If needed, check the box next to a Fund to exclude that fund from the distribution, or edit the amount for a distribution.
  6. Click Create Distributions.
  7. To view the details of each distribution (Spendable Transaction Detail), click a distribution Amount.
If your foundation uses the Donor Portal, fund advisors will see the resulting distribution in their spendable balance when they log into the Donor Portal. The fund's spendable balance will be available for granting, however, if the funds remain unused you can clear the unspent amounts and/or create spendable grants for the fund's beneficiary list.