Defining and Managing Funds – Web Client Help Center

To access this page, users must have access to the Fundraising.FundSetup security application.

The Manage Funds page allows you to define funds to the system and to view their links with products and gifts. This page also serves as the basis for associations that organize their fundraising structures based on funds rather than campaigns.

Funds are “owned” at the organization unit level.

The overall structure of funds to campaigns varies from one organization to another. A campaign may be the umbrella entity for multiple funds. You can even place restrictions on how and/or when donated funds can be used. Some examples of funds include General Fund or Scholarship Fund.

You can access the Manage Funds page in several ways:

From the left navigation, select Manage Funds from the Fundraising menu.
From the Fundraising Central page, select Manage Funds.

You can use the filters at the top of the Manage Funds page to filter the results in the grid below.

From the contextual menu within the results grid, you can perform the following:

View product and/or gift codes that are linked to a fund

To access this page, users must have access to the Fundraising.LinkedGiftCodes security application.
Delete a fund

To define funds:

From the Manage Funds page, select +New Fund at the top right of the results grid.
The Add New Fund page displays, as shown below.
Enter the Fund name.
Fund names cannot contain special characters or spaces.
Enter a fund Description
Select the Class from the drop-down.
Select the Recognition Structure from the drop-down, if necessary.
Enter the Goal Amount.
Select the Begin Date and End Date from the drop-downs, if necessary.
Check the appropriate checkbox and enter a Purpose in the Restricted Fund section.
From the Tribute Information section, perform the following to add a tribute element:
1. Select the Tribute Type from the drop-down.
2. Enter the Description of the tribute.
3. Use the Tribute To lookup field to search for a customer who this fund is a tribute to.
4. Use the Primary Contact lookup field to search for a customer who is the primary contact for the tribute.
From the Thank You Letter Information section, perform the following to select default letters:
1. Select the Hard Credit Letter Template from the drop-down.
  This is the letter for all hard credit acknowledgement merge letters if this fund is selected for the donation.
2. Select the Soft Credit Letter Template from the drop-down.
  This is the letter code for all soft credit acknowledgement merge letters if this fund is selected for the donation.
3. Select the Default Salutation from the drop-down.
4. Select the Default Signor from the drop-down.
Select Save to save your fund and return to the Manage Funds page.

Screen Element	Description
Fund Definition
Fund	Text box. A unique code for the fund. Maximum length is 24 characters.
Description	Text box. The description of the fund.
Class	Drop-down. The classification of the fund. This code can be used for classifying funds for reporting purposes. For example, Capital Fund, Building Fund, or Disaster Relief Fund. Values in the drop-down are populated based on the non-fixed codes defined for the FND "FND_CLASS" system type.
Recognition Structure	Drop-down. The recognition structure associated with the fund. You can define multiple recognition levels within one structure assigned to a campaign/fund and others defined across the system for lifetime giving awards. The recognition structure defines the donation levels that will receive recognition. Changes to the recognition structure of a fund only affect future donations, not donations already entered.
Goal Amount	Text box. The target amount of money the fund wants to raise.
Begin Date	Drop-down. The start date of the fund. If a date is entered, the fund is restricted to donations received on or after a certain date. If an end date is entered as well, the fund is restricted to donations received between a specific date range.
End Date	Drop-down. The last date of the fund. If a date is entered along with a begin date, the fund is restricted to donations received between a specific date range.
Restricted Fund
Mark Fund as Restricted	Toggle. Informational only. When set to YES, indicates the fund’s purpose is restricted. Donations made to the fund must be used for the specific purpose defined for the fund.
Mark Date as Restricted	Toggle. When set to YES, indicates the fund must be used by a specific date. If not used by the specific date, the funds must be returned to the donors.
Purpose	Text box. A free-form field to identify the purpose of the restricted fund. Funds donated to a restricted fund can only be used for the purpose defined here.
Tribute Information
Tribute Type	Drop-down. If this fund is in tribute to a person, company, or group, select the Tribute Type. For example, In Honor Of or In Memory Of. The acknowledgement letters and fund summary reports differ based on the code entered here. Values in the drop-down are populated based on the codes defined for the non-fixed FND "TRIBUTE_TYPE" system type.
Description	Text box. The description of the tribute. A Tribute Type must be selected in order to enter a description.
Tribute To	Lookup field. The customer to whom this fund is a tribute.
Primary Contact	Lookup field. The contact for the customer to whom this fund is a tribute. A fund donation summary report can be generated for the primary contact.
Use Address	Drop-down. The address of the primary contact to whom this fund is a tribute. This address will be used when the fund summary report is sent to the primary contact.
Thank You Letter Information
Hard Credit Letter Template	Drop-down. The letter codes that are available for hard credits.
Soft Credit Letter Template	Drop-down. The letter codes that are available for soft credits.
Default Salutation	Drop-down. The default salutation code for the selected Letter Code. Values in the drop-down are populated based on the non-fixed codes defined for the CUS "CUS_SALUTATION" system type.
Default Signor	Drop-down. The default signor code for the selected Letter Code. Values in the drop-down are populated based on the non-fixed codes defined for the FND "ACK_LETTER_SIGNOR" system type.