Funds through Intermediaries
When a grantor sends funds using an intermediary, this information is captured on the Salesforce opportunity using the Originating Funder field.
When the funds are received, the Coordinator will create the opportunity following these guidelines:
- Account: The cheque/EFT issuer or the final grantor based on the letter that comes with the payment
- Originating Funder = Usually the organization that has a donor advised fund with the grantee (final account). This field functions as a soft credit of the organization.
- Recognition Name: Name as requested by the donor
- Funder Program or Stream: Stream of funding, if applicable
