Fund Designations allow you to categorize and organize your donations, set start and end dates for fund availability, and make these funds accessible through forms and text giving.
Create a New Fund Designation
Select the Fund Management tab in the left navigation menu of your manager portal.
Click Add Fund in the top banner.
The Add Fund window contains many fields, but the only required field is Fund Name. If you use text giving, you should also enter a Fund Keyword.
- 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!
- Fund Description: Add a description of your fund's purpose
- Merchant Group Account: If you use this optional service of grouping funds to specific deposit accounts, select the new fund here.
- Select Fund Image: Add a fund image to help users recognize the fund easily
- Start / End Date: Control when the fund designation is available for giver use.
- Show Note/Memo Field for this Fund: Add an option for the giver to leave a note/memo for their donation
- Fund Keyword: A one-word keyword used to designate text gifts.
- Fund Code: Used for manual export ChMS integrations.
- Add fund to the following giving form(s): Select one or multiple giving forms and add fund to the dropdown fund menu instantly.
- Hide from Kiosk: Checking the Hide from Kiosk box makes the fund you’re adding visible only when you choose the fund in 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.
- Do not sync to ChMS: Checking the Do not sync to ChMS box prevents any donations or payments made to this fund from being included in the sync integration with external ChMS programs.
Note: The only field required for fund creation is Fund Name. All other fields are optional but have been provided for your convenience.
Once you've completed the necessary fields, click Save.
Edit an Existing Fund Designation
- Select the Fund Management tab in the left navigation menu of your manager portal.
- Locate the fund that needs to be edited. In its row, click the three-dot icon to the right of the fund and choose Edit Fund from the dropdown menu.
- Make your changes in the new window.*
- Click Save!
*To change this to a sub-fund, select an option from the Parent Fund dropdown menu. If this is already a sub-fund and you'd like to make it a parent fund, clear the Parent Fund dropdown menu. Read more about Parent & Sub-Funds.
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