Funds
How to create and manage funds that designate where donated money is directed within your organization.
Funds represent the designations to which donations are directed. Common examples include a General Operating Fund, a Capital Campaign Fund, a Scholarship Fund, or an Emergency Relief Fund.
Funds List
The Funds index shows all funds with their names and total donations received. This provides a quick overview of how gifts are distributed across your organization's financial priorities.
Creating a Fund
- Name (required) — a clear, donor-friendly name for the fund.
- Description — an optional explanation of how money in this fund is used. This is internal-facing.
- Active — inactive funds will not appear as an option when recording new donations.
Using Funds
When recording a donation, select the appropriate fund from the dropdown. A single donation can be split across multiple funds by recording separate donation entries for each designated amount.
Reporting
Filter the Donations list by fund to see all gifts designated to a specific fund. Export the results for financial reporting.