Campaign vs. Fund

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 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.
 

Example

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.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments