- Select Funds from the Home page.
- Click Create.
- Complete all applicable fund fields and settings.
Internal fund name, created by your foundation.
Abbreviated name of the Fund.
This is the name that will appear in the Online Donation page and Donor Portal.
Numeric key from 1 - 99. This will prioritize the fund within the fund group. If a sort key is not defined, funds will be sorted in alphabetical order.
Fund Group that the fund is associated with.
SubGroup that the fund is associated with.
Division that the fund is associated with.
Additional way to group funds. This functions like a fund subgroup.
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.
If the box is checked, grants made from the fund will be marked as anonymous.
Designates the fund as donor advised for reporting purposes.
Designates the fund as an agency fund for reporting purposes.
When checked the fund is recognized as a separate subordinate organization to the foundation.
The default fund restriction for the fund.
Check the box to track the principal balance of the fund.
Click the drop-down to select a principal restriction for the fund.
Check the box to track the spendable balance of the fund.
Click the drop-down to select a spendable restriction for the spendable balance.
Spendable in Checking
Check the box to keep the fund spendable balance within the checking account.
Click the drop-down to select a distribution policy for the fund.
Click the drop-down to select how often the Distribution Type is processed.
Check the box to add the fund to your annual budget.
Check the box to generate fund statements for fund advisors.
How often fund advisors receive fund statements (monthly, quarterly, or yearly).
Check the box to hide donation amounts from fund advisors in the Donor Portal.
Check the box to remove the ability for the public to designate donations as tribute memorials in the Online Donation page.
Hide Memorial Amounts
If the box is checked, donation amounts for donations that were given In Honor / In Memory of, will be hidden from fund advisors in the Donor Portal.
If the box is checked, the public will be able to donate to the fund from the Online Donations page.
Promote Sort Order
Specifies the order in which the fund displays (in relation to other funds) in the Online Donations page.
Check the box to hide the fund from the public in the Online Donations page.
Default Grant Type
If you've created grant types, click the drop-down menu to select a default grant type. Any grant created from this fund will automatically receive the selected type.
If you've created service areas, click the drop-down menu to select a service area. Service areas are used to filter data by a specific geographic area.
Admin Fee Settings
Admin Fee Type
Admin fee's are used to designate when and how an admin fee is charged. If you've created admin fees, check the box(es) next to each fee type that you want apply to the fund.
Admin Fee Account
Default account that will be charged to cover the admin fees associated with the fund.
Admin Fee Group
Used to group funds together when calculating admin fees. Click here for more information about admin fee groups.
Admin Fee Paid By
The selected fund will pay the current fund's admin fees.
Admin Fee Reduces Spendable
If the box is checked, the admin fees associated with this fund will reduce the spendable balance of the fund.
If the box is checked, the fund will be excluded from calculations related to Revenue Share. Alternatively, give the fund's Revenue Share portion to a different fund, by selecting a fund from the drop-down menu.
If the box is checked, CommunitySuite will watch the fund's assets for balance swaps.
Select an strategy from the drop-down menu. For more information about investment strategies, click here.
The fund's default checking account
Min Checking Balance
Minimum amount that the fund should have (in the associated Checking Account) at any given time.
Max Investment Balance
Maximum amount that the fund should have (in the associated Investment Strategy) at any given time.
Summary/description of the fund that will display in the Online Donation page.