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A report of the full history of gifts, grants, expenses and non-gifts for all funds held under an affiliate foundation can be generated using Fund Manager following these simple steps:

  1. On the home page for a fund, click on one of these four tabs:
    1. Gifts: All contributions or donations to funds held by the affiliate
    2. Grants: All grants to nonprofit organizations from the funds held by the affiliate
    3. Expenses: All distributions to vendors from the funds held by the affiliate
    4. Non-Gifts: All non-charitable contributions to the funds held by the affiliate
  2. On the next page, scroll down to see the columns. When you hover over the column headers (Date, ID, Status, etc.) a small filter symbol will pop up. Click that filter to set a date range for the report. You can use filters for each tab and most column headers to set different parameters on the report.
  3. When ready to create the report, use the horizontal scroll bar beneath the tabs to scroll all the way to the right and find the “Export” tab.
  4. Click on “Export.” A spreadsheet file will automatically download.
  5. Locate the file and open with a spreadsheet application (Excel, Numbers, etc.).

All transactions of that particular type for all active funds of the affiliate will be contained in the file. If you need a report of cumulative gifts or grants since the inception of the affiliate, please reach out to your primary CFO contact.

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