As a Field Partner Administrator, you can request funds (donations) to be disbursed.
Step 3: "Approve" the Fundraiser.
Note: A Fundraiser must be "Approved" before funds can be disbursed.
From the Field Partner Dashboard, select 'Fundraisers' on the left-hand menu.
Here you can see all pending and active fundraisers. Select 'Approve' next to the specific fundraiser you want to approve. You can also easily request edits or decline a fundraiser if need be.
(If you've already approved the fundraiser, then skip this step. If you don't see the fundraiser, then more than likely you've already approved it.)
Step 4: Request Funds for Disbursement.
Select "Grants" in the left-hand menu.
Select the fundraiser that you would like to request funds for, hover your mouse over the dollar amount available for disbursement, and select 'Request Grant'.
You can also "Request All Grants" at one time via the "Request All Grants" link at the top of the page.
Step 5: Complete the Grant Request.
Select 'Request Grant'.
Pure Charity processes manually initiated Grant Requests weekly on Thursday.
Funds can be disbursed via check or ACH depending on what your organization has elected. For more information on receiving funds, check out this article.
If you don't see the specific Fundraiser listed on the 'Grants' page then double-check these things:
Was the fundraiser approved? (See step 3 above)
- Have all of the funds raised already been granted? (Article)
- Is there an outstanding invoice for your non-profit? (Article)
Pure Charity can also automate the disbursement of funds to be done daily, weekly, bi-weekly, or Monthly. For more information on how to set up an automated grant disbursement schedule, please contact email@example.com and ask to set up "Automated Grants Disbursements."
Still need help? Contact firstname.lastname@example.org.
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