> This is the Markdown of a Backed Help Centre page, https://admin.backed.giving/help/administrator/funds/co-funders-on-grants.md. Every page is listed at https://admin.backed.giving/help/llms.txt. > This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it. A co-funder is an organisation that puts its own money into a grant alongside yours. You pledge a co-funder to a round with the amount it has promised, then record its share of each application it helps pay for. Backed shows each application's funded total, and keeps the co-funder's money apart from your organisation's. Co-funders come from your organisation's one co-funder register, the same register used for co-funded projects and their packs. Record a co-funder there first, under `People > Co-funders`. See [Co-funders and their packs](../outcomes/co-funders.md). A co-funder is a record, not a user. Backed invites nobody, gives nobody access and sends nothing to a co-funder when you pledge it or give it a share; you tell them yourself. This appears only when it is turned on for your organisation. It needs both the Payments and Funds modules. Labels that name `Application`, `Grant` or `Program` use your organisation's own term if you've renamed it. ## Before you start - To pledge a co-funder, add a share or withdraw one you need `Can access Payments`, with `Full Access` to the round's payments. With `Read Only` you see the panels but can't change them. - To read the panels you need `Can access Funding Applications` or `Can access Grants`. - To run the `Co-funders` data source you need `Can generate reports`. ## Pledge a co-funder to a round The round's `Co-funders` panel is on the grant's page, below `Sources of funds`, and on the last step of its `Edit & Publish`, `Publish Grant`. It lists each co-funder pledged to the round with its `Pledged amount`, its `Status` and the `Live shares` it carries across the round's applications, then `Totals by status`. 1. Select `Add co-funder`. 2. Under `Search the register`, type part of the co-funder's name and choose it from the live co-funders that match. 3. Enter the `Pledged amount`, in the round's currency, and choose a `Status`. 4. Select `Save`. Select `Edit` on a row to change the pledge or its status. A pledge can't be lowered below the live shares it already carries. If no co-funder is pledged yet, the panel says so and links to the register. ## Give a co-funder a share of an application The application's `Co-funders` panel sits on its page, below `Sources of funds`. It shows the `Funded total`, `Your organisation's share` and each co-funder's share with its amount, status and percentage of the funded total. 1. Select `Add a share`. 2. Choose one of the co-funders pledged to the application's round that holds no share here yet. 3. Enter the `Share amount`, in the round's currency, and choose a `Status`. 4. Select `Save`. The funded total is the approved amount plus every share that isn't `Withdrawn`, and each percentage is of that total. For example, an application approved for $50,000 with a $30,000 share has a funded total of $80,000: your organisation's share is 62.5% and the co-funder's 37.5%. ## Link to a Backed Organisation When the co-funder is another organisation that also uses Backed, you can share the grant with it under a signed data-sharing agreement. On a share that isn't `Withdrawn`, select `Link to a Backed Organisation`. You need `Can access Payments`, and your organisation needs co-funding across organisations switched on. - Under `Link under an existing agreement`, choose an accepted agreement your organisation leads and select `Link`. - Under `Propose a new agreement`, enter the other organisation's address, tick the fields to share, upload the signed agreement document as a PDF, set the start date and, if it has one, the end date, then select `Propose`. Nothing is shared until the other organisation accepts. Once the partner records its own share, the share's row shows it as `Partner: Pledged` or `Partner: Received`, with when it was last updated. It is marked `Read only`: it is the partner's to change, and `Edit` changes only your record of the share. See [Co-funding with another organisation](co-funding.md). ## Statuses and the rules A pledge and a share are each `Proposed`, `Pledged`, `Received` or `Withdrawn`. - `Received` comes only after `Pledged`. - `Withdraw` asks for the `Reason for withdrawing`. A withdrawn share keeps its row, with its reason, and no longer counts in the funded total. - A co-funder's live shares across a round's applications never come to more than its pledge to that round. A share for a co-funder with no live pledge on the round is refused for the same reason. - A retired co-funder can't be pledged or given a new share. A share it already holds stays, shown as `Retired co-funder`, and can still be withdrawn. ## What your organisation's figures never include A co-funder's share is its money, not your organisation's. It is never part of the application's approved amount, its payments, your funds' figures or its sources of funds, and the `Unattributed` amount on `Sources of funds` is still only your organisation's own money. ## Totals for a round and a program `Totals by status` on a round's panel adds up the pledges and live shares in the round by status. A program's page shows the same totals over every round in the program. If the program's rounds are in more than one currency, the figures show no currency code, and the panel says so. ## The Co-funders data source In Data Reports, the `Co-funders` data source has one row per co-funder share: the application, its grant and program, the co-funder, the `Share Amount`, `Currency` and `Status`, and for a withdrawn share its `Withdrawn Date` and `Withdrawn Reason`. See [Build a data table](../reports/building-a-data-table.md). ## See also - [Co-funders and their packs](../outcomes/co-funders.md) - [Sources of funds](sources-of-funds.md) - [Co-funding with another organisation](co-funding.md)