Create a Fund

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Written by Nick Miles

Last published at: May 22nd, 2019
  1. Navigate to Funds from the Homepage. 
  2. Click Create.
  3. Next, complete all applicable Fund Fields and Settings.
    • At a minimum you must: 
      • Name the Fund.
      • Select a Fund Group.
        • If this is not populated you will need to create Fund Groups.
      • Select a Checking Account.
  4. Once all applicable fields are set, click Create at the bottom of the page.


Fields of Note

Subof Fund: The fund selected will act as the parent fund. In your financial reports, the two funds will be rolled into one line item with the parent fund showing on the report.

Affiliate Fund:  When checked the fund is recognized as a separate subordinate organization to the foundation.  

Grant Approval: Select at least 1 grant approver if you wish to create grants from this fund. 

Statement & Statement Interval: If you are going to generated fund statements make sure statements is checked and the interval is set to monthly, quarterly or yearly. 

Promote:  If you want to have this fund available to accept public donations via your online donations page make sure this is checked.