Creating a New Fund
A Fund Record is the means by which donations are received. Funds appear in the Donation Wizard and must be associated with a campaign.
- Navigate to the Fundraising App > Funds.
- Click the Add New Fund button. The Add New Fund form will appear.
- Complete the Add New Fund form. Fields marked with an asterisk [*] are required.
- Minimum and Maximum Amount: If donations should be restricted to a certain amount range, enter those values in the Minimum Amount and/or Maximum Amount fields.
- Is PAC: (PAC (political action committee) products only.) Funds with this check box flagged will appear in the PAC Contributions Online Store, not in the Donation Wizard.
- Is Restricted: Flagging a fund as "restricted" indicates that any funds donated to that fund should not be used for any other fund or purpose.
- Allow Anonymous Contributions: Enabling this check box allows donors to specify that they would like to remain anonymous.
- Allow Recurring Contributions: Enabling this check box allows donors to specify that they would like their donation to recur monthly.
- Work Address, Home Address, and Title Required: Use these check boxes to require donors to enter any or all of these values during checkout.
- Allow Dedication: Permit the donor to dedicate their donation to someone.
- Send Email to Honoree: Permit the donor to send an email to the person the donation is in honor of.
- Click Save.