Add a Fund
Add the funds your contributors give to, like a budget or general fund.
- In the top-left corner, click your ministry hub then Giving. Then click Funds.
- Click Add Fund.
- On the Fund Details tab, enter a code number and fund name.
- Select the program ID associated with this fund.
- The following steps are optional:
- If gifts to this fund should not be deducted from a contributor's taxes, select Nondeductible.
- Enter a display name if you want the fund to display to your contributors with a name that's meaningful to them.
- Enter a comment that describes what the fund is for. This is only visible to users with permission.
- Select the Fund Type.
- Giving — Select this if the fund account is intended to receive gifts.
- Payment — Select this if the fund account is intended to receive event payments.
- Select a deposit account for gifts to go into. The account you set as the default will be selected automatically.Note: You must select this fund in the appropriate giving forms to make it available for contributors to give to.
- On the Associated Accounts tab, if Contribution Posting is turned on in Realm Accounting, select available accounts from the list. If Contribution Posting is turned off, manually enter your accounts.Tip: Your primary accounts apply to all gifts, unless otherwise specified in the Additional Accounts section.
- Click Save.