Create Fund Groups, SubGroups & Divisions

Written by Nick Miles

Last published at: March 18th, 2020

Use fund groups to group similar funds together in the Donation Portal, and for reporting purposes.

You must create a Fund Group before you can create a fund.
  1. Select Funds from the Home page.
  2. Click List Groups.
  3. Click Create Group.
  4. Enter a Name, Public Name, and Sort Order, then click Create.

    The Public Name of the Fund Group will display in the Donation Portal, and the Sort Order defines the order in which each fund will display (within a fund group) in the Donation Portal. See below: 

Once you've created Fund Groups, use Fund Subgroups, and/or Fund Divisions, to further aggregate your funds.

You will not need to enter a Public Name for subgroups or divisions, since these categories are for internal use only.

SubGroup Examples:

  • Critical Needs
  • Endowed
  • Special Projects
  • Unendowed
  • Youth

Division Examples: 

  • Conservative
  • Corporate
  • Scholarship 
  • Special Funds