Create Funds on Almabase

Learn how to create a fund & how it works, what is a default fund, undesignated fund, how to import funds from your database

Sarita Markande avatar
Written by Sarita Markande
Updated over a week ago

Create a Fund on Almabase

  • Go to Settings ➑ Fund Settings. On the following page, click on the Add Fund and enter the necessary details as shown below πŸ‘‡

πŸ“ External database ID field is specific to Raiser's Edge only. It is the System Record ID of the Fund.

πŸ“ Only one fund can be marked as default. Once you mark a fund to be the default, the other default fund(if any) gets unmarked automatically.

How does it work?

  • When a giving campaign is designated to one or more funds, the donations will go toward whichever fund the donor selects.

  • If there are no funds associated with a giving campaign, then the fund that is marked as default will be picked up automatically.

  • However, if you haven't marked any fund as default, the system auto-creates a fund named Undesignated Fund and marks it as default, and all the donations made towards the giving campaign will go to this undesignated fund.

  • You can either create your own fund and mark it as default, or the system auto-creates a fund for you. πŸ˜ƒ

Editing/Deleting a fund

  • The fund details, such as name, description, image, etc., can be edited at any given point in time.

  • A fund can be deleted only if no donations are made towards that particular fund.

πŸ’‘ If you are looking to add multiple funds on your Almabase platform, use the import button.

Please write to us at or through the Chat πŸ’¬ if you have any queries or concerns about adding funds. πŸ˜„

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