Fund Details

Code

The code is assigned to your fund, for example, BLDG4. The code can consist of up to 10 numbers and/or letters.

Fund Name

This is the name of your fund, for example, Youth Mission Trip. The name can include up to 50 letters and/or numbers.

Display Name

This is a name seen by online contributors and should be easy for them to remember. The name can include up to 30 letters and/or numbers. Fund names should be descriptive and easy to understand since they're listed for potential contributors when using the Give Now feature.

Program ID

This drop-down list connects to and populates with IDs set up in MinistryPlatform. Select one to associate it with the appropriate fund.

Active

You might want to retain an old fund for reference or later reuse but don't want it to appear on reports or in lists of available funds. If that's the case, clear this checkbox. It's selected by default when creating a new fund.

Nondeductible

Select if you want this fund to be nondeductible, like a wedding fee or a columbarium niche. Any fund marked as nondeductible will be labeled both in your contribution batches and on any gift list reports you print.

Deposit Account

Associate a deposit account with your fund. Online gifts will automatically post to that account.