# Funds

How to create and manage funds that designate where donated money is directed within your organization.

Last updated: 2026-03-16
Canonical: https://nphelper.com/docs/funds

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.