Grants

  1. Click the Grants tab
  2. To view Advisors current Grants click Go
  3. To create a new Grant click the New Grant button
  4. Use the Eligible Recipients tab to review Eligible Recients

Creating a New Grant

New Grants can be made to either

  1. Eligible Recipients
  2. New Custom Recipients

New custom recipients will need to be reviewed by Tides Canada prior to funding the Grant

Assign a Grant Name and provide the Amount of the Grant. 

  1. Select the Fund from Single Source Fund Lookup (this is the list of your Advised Funds) 
  2. To Fund an Eligible Recipient use the Eligible Recipient lookup field 
  3. To create a Grant to a new recipient use the Custom Recipient field and fill out the remaining fields in the New Grantee Section. 

Describe the process if the Grant is not a Single Source Fund