Manage funds

A fund is a category every donation belongs to — General, Missions, Building, Youth Camp, etc. Set these up before you start recording gifts so reports group cleanly from the start.

Where to find funds

Go to Giving → Funds. You'll see a list of every fund your church has, with:

• Name — what donors and staff see.
• Default? — whether this is the fund pre-selected for new donations.
• Sort order — controls how funds appear in dropdowns.
• Status — active or archived.
• Year-to-date — total raised this year.

Creating a fund

1. Click the create button.
2. Fill in:
   • Name — keep it short. General Fund, Building, Missions are better than General Fund - Operating Expenses.
   • Description — optional. Shown to donors on the online donation form.
   • Sort order — lower numbers appear first. Set your most-used fund to 1.
   • Set as default? — only one fund can be default. New donations default to this one in the record-donation dialog.
3. Save.

The fund is immediately available everywhere — manual donation entry, the online form, recurring donation setup, reports.

Editing a fund

Click any row. You can rename, change description, reorder, and toggle the default flag at any time. Renaming carries through to historical donations — they're attached by ID, not name.

WARNING

Avoid wholesale renames mid-year (Building → Capital Campaign). Year-end statements show the current fund name on each line, so renaming changes how prior gifts look on the statement.

Archiving a fund

When a campaign is over, archive the fund instead of deleting it. Archived funds:

• Disappear from the dropdown when recording new donations.
• Disappear from the online donation form.
• Keep all their historical donations attached.
• Still appear on year-end statements for the year(s) they were active.

You can restore an archived fund any time — useful for annual recurring campaigns.

TIP

You can't actually delete a fund that has donations attached. The archive flag is the deletion equivalent for funds.

Common fund patterns

What most churches set up:

• General — tithes and unrestricted offerings. Set this as default.
• Missions — outreach support.
• Building — capital improvements / new construction.
• Benevolence — pastoral relief for members in need.
• Special — for ad-hoc events (camps, conferences) — archive after the event.

Some churches also create per-ministry funds (e.g. Youth, Children, Music). Useful when those ministries do their own fundraising and need separate reporting.

Funds in the donation form

Every active fund appears on the public donation form by default. If you want to hide a fund from visitors (because it's only used for internal allocations), toggle the Hidden from public form setting on the fund.

Reporting by fund

Every giving report can group by fund:

• The dashboard giving widget shows totals per fund for the current period.
• The Giving page has a fund breakdown chart.
• Year-end statements list donations grouped by fund.

This is the main reason to take funds seriously upfront — they're the dimension you'll cut reporting by for years.

Permissions

Action	Admin	Treasurer
View funds	yes	yes
Create fund	yes	yes
Edit fund	yes	yes
Archive fund	yes	yes
Hard-delete fund	not if donations attached	not if donations attached

Other roles don't see the funds management page at all.

Common questions

Can I split a single donation across multiple funds? Not in a single transaction — each donation row belongs to one fund. To split, record two separate donations from the same donor on the same date with different funds.

Can donors choose the fund on the online form? Yes. The form shows every fund not marked Hidden from public form. Default selection is the fund flagged as the form default.

What happens if I delete a fund that's the default? You can't — the UI prevents it. Pick a new default first.

Next steps

• Record a donation — start using your funds.
• Online donation form — let visitors pick from your funds.
• Launch a giving campaign — full recipe using a fund and a form.