-
Go to Program → Contributions → Giving Funds.
-
Click Add at the bottom of the window.
-
Enter the name for the Giving Fund under the Description column.
If you are entering pledged funds with annual or repetitive pledges (not simply multi-year pledges), create a separate giving fund for each pledge period. For example, if people have made pledges for 2022 General Fund and 2022 Mission Fund, the following year, you would need to create a 2023 General Fund and 2023 Mission Fund. Likewise, if there is a building campaign that people pledged to give over a three-year period, you might have a Building 2022-2024 fund. In this way, you are sure to credit donations against the pledge made.
-
If the new fund is not tax-deductible, put a check in the Not Tax-Deductible column.
The Not Tax-Deductible and Inactive checkboxes can be overridden at the time a donation is entered.
-
If Contributions are linked to Accounting, then use the account picker icon to select an Income Account from the Chart of Accounts. If not, go to step #7.
-
If Contributions are linked to Accounting and you are using Engage Giving, then select a Fee Account. If not, go to step #7.
Changes to income and fee accounts only affect future transactions.
-
Save changes when finished.
