Organization > Fund Management

Manage the funds that will be displayed on your giving page. Click Organization and choose Fund Management to access the page.

 

This Section Includes:

•Create a New Fund

•Edit an Existing Fund

•Actions

•Edit the Display Order

 

NOTE: Fund mapping is necessary in order to sync your online giving for a constant integration with your ShelbyNext | Membership giving (see ChMS Integration).

Create a New Fund

1.          Navigate to your manager dashboard, click on Organization (top banner) and choose Fund Management from the dropdown menu.

2.          Click Add Fund in the top banner.

3.          In the new window, add the Fund Name, and complete any other fields that are applicable.*

a.          Fund Status: Indicates if the Fund is Active or Inactive.

b.          Parent Fund: The Parent-Sub Fund function allows similar funds to be grouped together, keeping the donor drop-down list simplified.

c.          Fund Name: This is the fund description that displays when donors give online (e.g., Budget Giving 2017).

d.          Fund Keyword: Used for text fund designations.

e.          Fund Code: (Optional – Non Arena or ShelbyNext Membership Clients only) The Fund Code is primarily used if you are exporting ShelbyNext | Giving to a file and then importing the information into v.5. or a third party database to accurately sync the fund record from our giving portal to the third party database via the Data Export function. Some examples of databases that use funds codes are ACS and PowerChurch. 

NOTE: If you are not using a database that generates a Fund Code when adding a fund or giving category, then you will not need to input anything into the Fund Code field when creating or editing a fund.

f.          Start Date: (Optional) The Fund Status is automatically set to Inactive if the Start Date has not yet occurred.  When the Start Date occurs, the status is automatically set to Active.

g.          End Date: The Fund Status is automatically set to Inactive once the End Date has occurred.  (Change the sort order on the Fund Management page by clicking the column heading.)

4.          Click Save!

*To make this fund a sub-fund, select an option from the Parent Fund dropdown menu. 

Edit an Existing Fund

Need to change a fund designation setting? No need to start from scratch. 

1.          Navigate to your manager dashboard, click on Organization (top banner) and choose Fund Management from the dropdown menu.

2.          Locate the fund that needs to be edited. In its row, click Action and choose Edit Fund from the dropdown menu.

3.          Make your changes in the new window.*

4.          Click Save!

*To change this to a sub-fund, select an option from the Parent Fund dropdown menu. If this is already a sub-fund and you’d like to make it a parent fund, clear the Parent Fund dropdown menu.

Actions

The following Actions are available for each Fund.

•Edit Fund

•Delete Fund

•Deactivate Fund

•Add Sub-Fund

Edit the Display Order

Click Edit Display Order and simply drag and drop to change the order in which the Funds display for online giving.