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Template for small foundation

Question asked by RachelD on Dec 14, 2013
Latest reply on Dec 15, 2013 by RachelD


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!