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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Add a Fund

Add a Fund Manually

We recommend using the Add Fund Assistant to ensure your fund is set up correctly, but you can manually add a fund if you want.

  1. On the Administration tab, click Fund Setup.
  2. At the top, click Add Fund.
  3. Click No to add the fund manually.
  4. For Fund Identifier, enter a unique fund ID. You can enter letters and/or numbers.
  5. For Fund Name, enter a unique name for the fund.
    Note: If you edit the fund name after you've used the fund, all past and current entries are changed.
  6. Select the due date information.
    1. Fund Period—The date range of the fund. For example, if the fund period is set up to run from July to the following June, a family's quarterly pledges are due on July 1, October 1, January 1, and April 1.
    2. Billing Period—The pledging date range of the family. For example, if the family pledges quarterly from May to the following April, the due dates are May 1, August 1, November 1, and February 1.
    3. Calendar Year—January to December. For example, if the family pledges quarterly from May to the following April, the due dates begin July 1 and follow every three months–October 1, January 1, and April 1.
  7. Select the recurring charge due dates.
    Tip: To set a monthly due date other than the 15th, select First Day and set up each family's billing date starting on the day you want to bill them. For example, to bill on the 20th of each month, set up the family for 01/20 through 12/20.
  8. If you want to increase pledges to match payments, select the option. For details on this, see the Fund Field Information.
  9. Under Fund Periods, click the add icon green plus sign and enter the year, starting and ending dates, and, optionally, a goal.
  10. In the bottom grid, click the add icon. You can add predefined fund activity groups or click Make Group to enter the groups, activities, and functions you need. For more on predefined groups, see the Fund Field Information.
  11. Click Save.
  12. When you're ready to assign the fund period to all families in your program, click Add to Fams.
  13. Make sure you give users the appropriate access to this fund, if needed, under Users and Passwords > Individual Fund Access.
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Last updated: October 29, 2024