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.
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