Below, you’ll learn how to create and edit fund designations.
Refer back to the Fund Management Overview if you have questions about terminology.
Create a New Fund Designation
Navigate to your manager dashboard, click on the Gear ⚙️ Icon in the top right corner to access your primary account settings and select the Fund Management card.
Click Add Fund in the top banner.
In the new window, complete any fields that are applicable:
Parent Fund: The primary fund under which other funds (sub-funds) can be grouped. For example: Your church sends missionaries across the globe. Create a parent-fund called Missionaries and sub-funds for each individual missionary.
Sub-Fund: A fund organized beneath a parent fund.
Fund Name: How the fund designation will display to givers. Choose something recognizable!
Allow notes for this fund: Checking this box will provide a space for Givers to add a memo or not to their gift to that specific fund, and that note will appear in your transaction report.
Fund Keyword: A one-word keyword used to designate text gifts.
Fund Code: Used for manual export ChMS integrations.
Fund Goal: Set a maximum dollar amount for gifts received to this fund and more.
Start / End Date: Control when the fund designation is available for giver use.
Hide from Kiosk: Checking the Hide from Kiosk box will make the fund you’re adding visible only when choosing the fund within your form settings. This allows you to create a fund specifically for your event registration, donation, or fundraising form, without the fund appearing on your giving portal.
Do not sync to ChMS: will prevent gifts given to this fund to map over to your integrated ChMS.
Note: The only field required for fund creation is Fund Name. All other fields are optional, but have been provided for your convenience.
Once you've completed the necessary fields, click Save. By design, this new fund will not automatically appear on your giving form.
Edit an Existing Fund Designation
Need to change a fund designation setting? No need to start from scratch.
Navigate to your manager dashboard, click on the gear icon in the top right corner to access your primary account settings and select the Fund Management card.
Locate the fund that needs to be edited. In its row, click Action and choose Edit Fund from the dropdown menu.
Make your changes in the new window.*
*To change this to a sub-fund, select an option from the Parent Fund dropdown menu. If this is already a sub-fund and you'd like to make it a parent fund, clear the Parent Fund dropdown menu. Read more about Parent & Sub-Funds.