Creating a Fund

Overview

This article goes over how to create a Fund in Kindful when you are not connected to QuickBooks.

Linked Articles:

Create or Edit a Campaign

Editing a Transaction

Campaign vs. Fund


A Quick Refresher 

 

 
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 to Create and Edit a Fund

To get started, Head to your Funds page. You can easily navigate here by typing in the word "Funds" into the Search bar at the top of any Kindful page.

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On the Funds page, you can click on the green New Fund button to proceed

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Enter in the name of your new fund and click Save

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Additionally, you can click on the blue Edit button on the right side of the Funds page, and you can adjust the name, or set a Fund to be Archived.

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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. 

 

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