Although it was not originally designed for it, the Award Module in Fundriver can track payments made from institutionally-held donor advised funds to individuals or organizations. The set up and maintenance of this system is very similar to that of tracking scholarship recipients. The only difference is that student information, such as GPA, Major, etc. is not included.
The recipients and disbursements can be set up manually or using an AWARD IMPORT. If you are setting them up manually, the RECIPIENT needs to be added first and then the disbursement/award.
For Import Instructions: Go to Awards / Recipients > Instructions
For populating the Import template: Required fields are in red, although for populating the ORGANIZATION tab in the AWARD MODULE, you will need to fill in LAST NAME as well.
The LAST NAME field maps to ORGANIZATION in the AWARD MODULE. If you also include a FIRST NAME, the entry will populate on the INDIVIDUAL RECIPIENT tab.
Include address information if you need it for donor reporting.
There are also two user-defined fields that can be used to track additional information of the client's choice.
GLID, AWARD DATE, and AWARD TYPE are required fields. If you are adding new AWARD TYPES to the AWARD MODULE using the template, entries on the template will automatically be created when the import is processed.