How to Enable Donors to Create Funds

A donor might want to donate to a specific cause other than the one on the campaign. Let's understand how to make that work.

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

Donors might want to donate to a specific cause, like, a scholarship for a student in your school or towards a specific class or specific facility in the school. If the campaign you're running is constrained to specific funds set up in your school, then they might end up not donating. So we decided to incorporate a way for the donors to enter a fund name of their choice.
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To enable this, toggle on the option "Allow user to enter own fund name" under Fund Designation, in the campaign settings page.

Note: For this toggle to appear, you'll have to select at least two funds to begin with.

Here's how this looks at the donor's end:

How does it work?

Here's what happens behind the scenes when a donor enters a fund name of his choice and makes a donation toward it.

  • All such donations are designated to a fund named "Other Fund <site_name>." This fund is auto-created on the backend.

  • You can see the designation of the fund under the donor details section, as shown below πŸ‘‡

  • The fund name entered by the donor is appended in the fund designations section of the gift.

  • In the gift data export sheet, for the donors who have donated towards their specific fund, the column Funds for them will have the value "Other Fund <site_name>, " and the column Other Fund Name will have the value they entered. Here's a sample export you can refer to.

NOTE: Do not edit the fund "Other Fund <site_name>" created on the funds' page.Β 

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