Funds

Create and manage funds to allow donors to designate their gifts to specific causes or programs within your organization.

Accessing Funds

1. Go to Settings > Organization
2. Click Funds in the sidebar

Viewing Funds

Funds are displayed in a searchable table with two tabs:

Tab	Shows
Active	Funds currently available for donations
Archived	Funds that have been archived

Use the search bar to find funds by name or description.

Adding a Fund

1. Click Add New Fund
2. Enter the fund details:
   • Name - Display name for the fund
   • Description - What the fund supports
3. Click Save

The new fund will be available for selection in donation forms and can receive designated gifts.

Editing a Fund

1. Find the fund in the list
2. Click the edit (pencil) icon
3. Update the fund details
4. Click Save

Archiving a Fund

Archive funds that are no longer active but have historical donations:

1. Find the fund in the list
2. Click the archive (trash) icon
3. Confirm by typing "archive"

Archived funds:

• Are hidden from donation forms
• Retain all historical donation data
• Can be restored from the Archived tab

Restoring an Archived Fund

1. Switch to the Archived tab
2. Find the fund
3. Edit the fund and update its status

Related Articles

• Revenue Splits
• Donation Forms