Problem: Sometimes funds are merged because there are several portfolios that have the same fund code since they are all coming from the account. They want them consolidated into one fund for the financials, but they want the recipients to show specifically which scholarship they received.

There is only one Fund name in this situation and all recipients/disbursements would show under that one Fund Name.

In this case the client still wants the recipients/disbursements to be separated on the report/portal so that if Jane Doe received a scholarship from the Smith-XYZ Fund her thank you letter, etc. would show up under that fund name, while John Johnson who received a scholarship from the Smith-ABC fund should show up under that fund name. Both funds roll up into the Smith Fund and there is one set of financials.