Step 1: Access Fund Settings
Navigate to "Settings".
Proceed to "Fund Settings."
Step 2: Initiate Fund Creation
On the page that appears, select "Add Fund."
You'll then be prompted to fill in the relevant fund details.
Some Notes
The "External database ID" field is specifically for Raiser's Edge users, referring to the System Record ID of the Fund.
Only one fund can be set as the default. If you mark a new fund as the default, any previously set default fund will be unmarked automatically.
How does it work
When donors contribute through a giving campaign linked to multiple funds, they can choose which specific fund receives their donation.
If a campaign isn't linked to any fund, the system defaults to using the designated "default" fund.
If no fund is set as default, the system auto-generates an "Undesignated Fund," marking it as default.
All campaign contributions will then go to this undesignated fund.
Essentially, you can either manually set a default fund, or the system will handle it for you.
Editing or Deleting a Fund
You can modify fund details (like name, description, or image) whenever necessary.
However, you can only delete a fund if there haven't been any donations made towards it.
For Multiple Funds
If you're aiming to add several funds to Almabase, utilize the "import" button for efficiency.
Please write to us using the Intercom Chat Bubble 💬 if you have any queries or concerns about adding funds. 😄