Funds

What are funds?
Funds are a way for your organization to allow giving to be set aside for a specific use. For example, a church might have a general tithe fund where most d...
Sun, 12 Jan, 2014 at 10:41 AM
How do I create a fund?
In your Admin Dashboard, go to Settings > Funds.  Press the green button labeled "New Fund". Type in the name, set as Active or Inactive, an...
Mon, 8 Jul, 2019 at 6:19 AM
How do I edit or delete a fund?
Editing Funds Go to the Fund page in your Admin Dashboard under Settings > Funds.  On the fund you want to edit, press the button on the right that lo...
Mon, 8 Jul, 2019 at 6:25 AM
How do I view reports on a given fund?
For a more in-depth look at individual funds, go to Donations > Transaction List. Under "Filter Results", choose one or more funds from the bot...
Mon, 8 Jul, 2019 at 6:29 AM
Link or Redirect to a Specific Fund
Many organizations have a page on their main website with a link or button for donors to give. Sometimes they want to pre-populate or point to a specif...
Mon, 8 Jul, 2019 at 6:35 AM
Admin Only Funds
Admin only funds are those funds that are created for the purpose of recording specific donations that may not be displayed on your organization's out...
Mon, 8 Jul, 2019 at 6:42 AM
Non-Deductible Funds
To designate a fund that is not tax deductible or a "non-deductible" fund (examples might include event tickets or books for a class), simply fo...
Mon, 8 Jul, 2019 at 6:51 AM
Generating Custom Donation Links
The Donation URL Builder is a powerful tool to create a link to a specific fund. The builder allows admins to create custom URL links with donation designat...
Thu, 19 Mar, 2020 at 12:36 PM
Parent and Sub Funds
Parent funds are those funds created to organize and house a series of smaller funds that are related in some way.   For instance, your organization may s...
Tue, 8 Dec, 2020 at 12:51 PM