2 Replies Latest reply on Dec 15, 2013 2:47 PM by RachelD

    Template for small foundation



      Template for small foundation


           brand new user.

           I work for a family foundation. I've been unable to find what must be is a common template: one for a grant-MAKERs vs. a not for profit. (there are plenty to track donations received, but not given.

           basically, it should be a glorified bank statement, documenting date given, which account, category, organization, pass-thru organization, etc.

           I'll have a separate (relational) table for contacts and one imported from quicken/tax codes. (I can build from this).

           I've searched a lot, but maybe I'm not using the right search terms.


           Any help is greatly appreciated!