When setting up your Kindful account, there are some considerations with how to separate your transactions in the system. Two of our basic structures include Campaigns and Funds.
|Campaign||An organized effort to raise money for a specific purpose. Campaigns are specific projects that flow into more general funds.|
|Fund||A general way of categorizing donations and other monies coming into a donor database. Funds are a general allocation made more specific through campaigns.|
How it works
Transactions in Kindful have a first level interaction with what we classify as campaigns. Consider a campaign as "where the money comes from" or "how the donor chose to interact".
Then, a fund is "where the money goes" or is the "administrative bucket" for the donation. Kindful is set up to have one fund consisting of multiple campaigns. A campaign can only point to a singular fund.
Let's say you have several events each year, as follows.
- Winter Ball
- Spring Gala
- Summer Cookout
- Fall Fundraiser
All of these specific events would be created as campaigns, and each of these campaigns would flow into a singular fund, named "Events". It would look like this:
- "Winter Ball" Campaign, "Events" Fund
- "Spring Gala" Campaign, "Events" Fund
- "Summer Cookout", "Events" Fund
- "Fall Fundraiser", "Events" Fund
Set up this way, when you look at your "Events" Fund, you'll see transactions from each of your specific events held throughout the year.
Still have questions?
Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member.