Distribution Manager

Quick Answer: Distribution Manager

Distribution Manager records sponsor-to-project fund transfers inside Fund Accounting → Distributions. Parent-organization admins move restricted or operating support from the sponsor ledger to a sponsored nonprofit with a clear memo and approval trail.

Enterprise fiscal sponsors. This is separate from Sponsor Fee Allocation, which calculates admin fees and can record cash settlement in the same confirm step. Sponsored orgs see incoming lines on their own books after you post.

Distribution Manager

Move funds from the fiscal sponsor to a sponsored project with review and posting controls.

Typical flow

1. Open Fund Accounting → Distributions as a parent-org admin
2. Select the sponsored organization and source fund
3. Enter amount, purpose memo, and effective date
4. Submit for review if your workflow requires it, then confirm posting
5. Verify the sponsored org ledger shows the matching receipt

Good to Know

Sponsored-org users can view distributions that affect their funds but cannot initiate sponsor-side transfers. Store supporting documents in My Files when board packets need backup.

Related: Multi-Organization Management, Sponsor Fee Allocation, Fund Accounting features.