Add & Edit Fund Designations

Create a new fund designation. Edit an existing fund designation.

 

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

Select the Fund Management tab in the left navigation menu of your manager portal.

 

 

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!

  • Merchant Account: If you have set up more than one depository bank account for your deposits, you can specify which account gifts designated to this fund will deposit to. Note: this field will not appear if you only have one bank account associated with your giving platform. Need to add a bank account?

  • 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.

  • Add fund to the following giving form(s): Select one or multiple giving forms and add fund to the dropdown fund menu instantly.

  • 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.

 

Click here to find out how to make funds visible on your Giving Forms.

 

Edit an Existing Fund Designation

Need to change a fund designation setting? No need to start from scratch. 

 

  1. Select the Fund Management tab in the left navigation menu of your manager portal.

  2. Locate the fund that needs to be edited. In its row, click Action and choose Edit Fund from the dropdown menu.

  3. Make your changes in the new window.*

  4. Click Save!

*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.

 

 

 

Updated