Learn how to create and edit fund designations.
Pro-Tip: When you create funds there are many available fields. Refer back to the Fund Management Overview if you have questions regarding how each is used.
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 window that appears, complete any fields that are applicable. (See descriptions of each field below).
Note: Don't get overwhelmed! The only required field is Fund Name. Most funds you create need just this and a Fund Keyword (for text-giving designations).
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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.
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Sub-Fund: A fund organized beneath a parent fund.
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Fund Name: How the fund designation will display to givers. Choose something recognizable!
- Fund Description: Add a description of what your fund's purpose is about
- Select a Photo for Your Fund: Add a fund photo to help users recognize the fund easily
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Fund Keyword: A one-word keyword used to designate text gifts.
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Fund Code: Used for manual export ChMS integrations.
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Start / End Date: Control when the fund designation is available for giver use.
- Show Note/Memo Field for this Fund: Add an option for the giver to leave a note/memo for there donation
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Add fund to the following giving form(s): Select one or multiple giving forms and add fund to the dropdown fund menu instantly.
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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.
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.
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Select the Fund Management tab in the left navigation menu of your manager portal.
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Locate the fund that needs to be edited. In its row, click three little dots to the right of the fund and choose Edit Fund from the dropdown menu.
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Make your changes in the new window.*
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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.
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