Documenting Direct Charitable Expenses

Our foundation makes grants to local nonprofits and we offer programs to nonprofits. Meaning we lead the program or contract with a consultant/trainer to conduct the program for nonprofit leaders. For example, we have a Leadership Institute program that serves about 20 leaders a year. The total cost of the program is $64,000 and that payment is made to the trainer/consultant, however the 20 nonprofits are the ones benefitting. How can we document that in the grant software system?

Comments

  • I have a somewhat similar situation. On BBG- I created separate budgets and reserve funds depending on who I was planning to attribute “credit” to. I work at a very large nonprofit and we have many nonprofits under our umbrella. I often gift charitable donations on behalf of multiple nonprofits, and I use the budget to track who gets “credit” for the donation. Sometimes I split a program into multiple payments from different budgets to show the full breakdown per organization. @Marcy Green

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