Gifts and grants

Products

Collects funds given to the borrower rather than held by them — the donor, the relationship, the amount, and whether the funds have arrived.

Used when

Where the assets conversation found a deposit the borrower's own accounts do not cover.

Collects

• The donor, their relationship to the borrower, and the amount.
• Whether the funds have been received, and where they sit.
• Whether the source is a gift or a grant programme.

Returns

• One record per gift or grant, typed so the deposit calculation can treat it correctly.

Hands off

• Assets — funds the borrower already holds

Evidence

• bot-gift-or-grant-assets-collector
• bot-gift-or-grants-interactive