Add Fundraising Purpose Code
Fundraising Purpose Codes are used to earmark money for specific causes. Purpose codes can be created and tied to funds so that when money is donated, it can be designated for specific purposes.
To add a Purpose Code, complete the following steps:
- Go to
- Click the Purpose Code icon.
- Fill in the following fields:
- Click Save. The Fundraising Purpose Code Profile page opens.
Field Name | Required? | Description |
---|---|---|
purpose code | Yes | Enter a purpose code to identify the code on other forms. |
active | No | Selected by default. Deselect this box if the purpose code is not active. |
description | No | Enter a description of the purpose code. |
start date | No | Use the calendar widget to select the start date of the pupose code. |
end date | No | Use the calendar widget to select the end date of the purpose code. |
purpose goal | No | Enter the amount the purpose code is intended to raise. |
amount raised | N/A | This field is automatically filled. |
notes | No | This field can be used to record any notes about the purpose code. |