Fundraising Fund Code Overview

A Fund generates revenue for a cause and creates a suggested price for a contribution or gift for donations. The fund code also maps your Purpose, Campaign, Appeal, and Fundraising Packages so that they are automatically populated by the system when you enter a fund code for a gift or pledge payment for a specific purpose code.

You can also set up a tribute and link it to a specific fund so that donations are made to that fund automatically in honor of a particular person.

The information that populates can be overridden (except for the fund code) by selecting a different code from the drop-down list. You may have multiple purposes for a fund. In the overall fundraising workflow, the fund code should be the first item you create so that you can associate all of the other fundraising items mentioned above to the fund.

As noted, the fundraising product may have a suggested price, or the gift amount can be filled in later on the Add Fundraising Gift or Add Fundraising Pledge page, after the gift payment is received.

The following functionality is available from the Funds group item: