Fund Overview

At the top of a fund's record, the overview section provides pertinent details, including its description, ID, dates, and other information.

Note: To open a fund's record, select its name from a gift record or list.

To quickly identify a fund, its description appears as the full name at the top of its record. This description also identifies the fund — and links to its record — throughout Raiser's Edge NXT.

Tip: In the database view, you can manage a fund's description on the General tab of its record.

Under the fund's description, you can view any special conditions of the fund.

  • Inactive appears when the fund has been marked as inactive, such as to retain its history when no longer in use.

    Tip: To mark a fund as inactive, select Fund is inactive on the General tab of its record in the database view.

  • Restricted appears when the fund is for a specific purpose. For example, your organization could restrict a Scholarship Fund so that gifts given to it are only used for certain scholarships.

    Tip: To mark a fund as restricted, select Fund is restricted on the General tab of its record in the database view.

  • Unrestricted appears when the fund is not marked as restricted and, therefore, not limited to a specific purpose.

To help locate and identify fund records, your organization assigns unique identifiers when you add them. In the ID field, you can view the record's assigned identifier.

Tip: In the database view, you can manage a fund's ID on the General tab of its record.

To track the duration of the fund, you can assign its start and end dates.

  • If the fund has both a start and end date, the date range appears in the Dates field.

  • If the fund has only a start or end date, it appears in the Starts or Ends field.

Tip: In the database view, you can manage a fund's start and end dates on the General tab of its record.

To group like funds together, you can assign them a category. For example, if your organization uses several funds each year, you can assign them a category of Annual. In the Category field, you can view the fund's category. For more information, see Campaign, Fund, and Appeal Categories.

To further identify a fund, you can assign it a type. These typically identify a fund's overall purpose, such as Scholarship or General. In the Type field, you can view the fund's type.

Tip: In the database view, you can manage a fund's type on the General tab of its record.

To help track special details about the fund, you can view a note to quickly summarize information you find valuable, such as its purpose or history.

Tip: In the database view, you can manage a fund's notes on the General tab of its record.

With the Revenue amount, you can quickly view how much the fund raised.

Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.

To view a list of gifts toward the fund, select the amount. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

To help motivate fundraisers and track their effectiveness, your organization may set an overall goal to raise toward a fund. At the top of a fund's record, you can quickly track its goal compared to its revenue.

  • Goal amount — The target amount to raise for the fund.

    Tip: In the database view, you can manage a fund's overall goal on the General tab of its record.

  • Progress to goal — The percentage of the fund's goal raised (so far) through its revenue received.

Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.

Tip: Set achievable goals. If a fund struggles to meet its goal, make sure the target amount is realistic. For more information, see Campaigns and Funds Best Practices.

Tip: In the database view, you can manage a fund's overview details on the General tab of its record.