Create, Edit, and Assign Distribution Types

Distribution types define how the spendable balance of an endowed fund is calculated. 

Create Distribution Type

1. Navigate to the Distributions page.
2. Click Create Type in the left-side menu.
3. Enter the applicable information in the Create Distribution Type section, and then click Create.
   • Name
   • Type - Type of calculation you use to determine the amount to be dispersed.
     
     • avg per qtr - Average Per Quarter
     • avg per year - Average Per Year
     • percent
   • Percent - Distribution percent
     • Enter as a decimal (Ex: .02 = 2%)
   • Options Fields will vary based on the Type selected. 
     • Hover over the SmartTips (question mark icons) in CommunitySuite for field guidance or reference distribution types for additional information.

Edit Distribution Type

1. Navigate to the Distributions page.
2. Click Distribution Types in the left-side menu. 
3. Click the ID of the distribution type you want to edit.
   
   
   
4. Click Edit in the left-side menu.
5. Edit applicable fields and then click Save.
   
   
   

Assign Distribution Types

Distribution types can be assigned to funds by editing a fund or using bulk edit functionality. 

• Hover over the SmartTips (question mark icons) in CommunitySuite for field guidance.