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A fund's rules now apply when you accept a grant recommendation - Product News

Accepting a donor's grant recommendation now checks the fund's Rules and Conditions first, and a recipient the rules don't allow is refused with the reason instead of being paid.

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ForAdministrators

What's new

  • Grant recommendations follow the fund's rules. When you select Accept on a Pending recommendation, the fund's Rules and Conditions are checked against the recipient before any payment is made: its Registration Type, the Funding Category of the recommended application, any earmarked recipients, and the Maximum per Recipient less what the recipient already holds from the fund's allocations. If a rule doesn't allow it, nothing is paid, the recommendation stays Pending and you see the rule's reason, for example "This Fund is restricted to other Registration Types, so it can't fund this Applicant." Change the rules or decline the recommendation. A fund with no rules accepts as before. See A fund's record and its child funds.