Funds are a managed list. On gifts and donation forms, people select a fund from this list; new funds are only created here.
Before you start
- You're an Org admin. Members can see the list and Where used ›, but can't change funds.
Steps
- Go to Gifts and click Funds.
- Click Add fund.
- Enter a Name. Optionally add a Code and GL account.
- Choose a Type: Unrestricted, Restricted, Designated or Endowment.
- For a seasonal fund, set Runs from and Until. Leave both blank for a standing fund.
- Add a Description if you like, and click Add fund. You'll see "Fund created."
To change a fund, click the ⋯ menu on its row:
- Edit to rename it or change its details, then Save changes.
- Make default to pre-select it on new gifts.
- Merge into… to move everything on it to another fund. Choose the fund under Merge into and click Merge funds. This can't be undone.
- Archive to hide it from pickers while keeping its history, or Restore to bring it back.
- Delete to remove a fund nothing has used.
What happens next
The fund appears in the fund lists on gifts and donation forms. A dated fund is only offered while it's running, but a gift dated inside its window still finds it.
Renaming a fund updates it everywhere it's used, except on receipts already issued, which keep the name the donor was given. Click Where used › to see the gifts, donation forms, recurring plans and issued receipts that use a fund.
- You can't archive the default fund. You'll see "This is the default fund. Make another fund the default before archiving it." Make another fund the default first.
- You can't delete a fund that has gifts, recurring plans or events. Archive it or merge it instead.
- Two funds can't share a name: "There is already a fund called …"
Click Export fund usage report (CSV) to download each fund's usage.