Howdy! Looking for some help:

Emma Allen

I work at a private grantmaking foundation. How do I know what to record in our grantmaking system and what to exclude and only record in our account/financials? We have grants, direct charitable expenses, operating expenses (all on behalf of grantees/projects) and finding a clean line is difficult.

Jane Van Ingen

@Emma Geers, I would start by adding the basic information about grantees and things you need to do your job effectively. Then, I would discuss with your colleagues what they would need to see in the database to do their job effectively. I applaud your caution and not wanting to add things to the database that would cause clutter and may be used.

Hope that helps,

Jane