Fund Records

Funds represent the donor's intent for how you should use or earmark a gift, such as toward a specific cause or financial purpose. To view detailed information about a fund, select its description — such as on a record or list — to open its record. From a fund's record, you can view and manage detailed information about the fund.

By default, the metrics include all cash-in-hand giving raised through the fund. To instead analyze giving committed through pledges and matching gifts or from a specific time frame, select Filters to include only gifts that meet specific criteria. For more information, see Campaign, Fund, or Appeal Filters.

Tip: To view a list of records included in the number-crunching, select the total or metric. 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.