Funds

What it is

The purposes donors can give to, each with its own money pot.

Why it matters

Makes sure gifts are spent on what the donor intended.

When to use it

Fundraising staff set up each purpose; gifts are then directed to it.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Fundraising to open it.
3. Click Funds.

What you see

Funds · click the picture to enlarge

• The list has these columns: Code, Fund, Kind, Goal, Status, Actions. Click a column name to sort by it.

Buttons on this screen

• Online givingOff — does what it says on the button.
• New fund — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

← Back to Fundraising overview