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.