Fund Management Overview

Become an expert in fund designation terminology and management tools.


Easily customize your giving platform account so givers can designate their gifts to any of your funds or campaigns! Create and manage unlimited fund designations.


Learn how to master fund designations!

Access your Fund Management Page

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



Fund Management Terminology

  • Fund Status: Whether the fund designation is active or inactive.

  • 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. Note: Your organization may not use Fund Codes, they are not required for Fund creation.

  • Fund Goal: Set a maximum donation amount and what happens to the fund once goal is met

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

  • 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.