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 open a fund's record, select its name from a gift record or list. From the fund's record, you can view and manage detailed information about the fund.

At the top of the record, you can view pertinent information about the fund, including its description, ID, dates, and more. For details, see Fund Overview.

Under Attachments, system admins can manage files related to the fund, such as a mailing brochure or pictures from a fundraising event. For more information, see Attachments.

Under Custom fields, you can view and manage specialized information your organization tracks about the fund. For each field, you can view its name — or “category” — and value. You can also view when the field was added and comments about its information. For details, see Custom Fields.

To determine the type of donor a fund attracts, such as a handful of major donors who contribute large amounts or many donors with small, one-time gifts, you can view a breakdown of how much each donor gave to the fund over the past five years under Donors by giving level on its record. For more information, see Giving Level Analysis for Campaigns, Funds, or Appeals.

Under Fundraisers, you can view who is assigned to bring in gifts for the fund and how much they should raise. For more information, see Fundraisers.

Tip: By default, only active fundraisers appear under Fundraisers. To also view those who no longer actively bring in gifts, select Include inactive.

Under Fund summary, you can view pertinent statistics about the giving applied toward the fund, including how much it raised, how many gifts it received, and the average gift amount. For more information, see Fund Summary.

To help identify which generations of donors the fund attracts, you can view a breakdown of its gifts over the past five years by the donor's age group. For more information, see Demographics Analysis for Campaigns, Funds, or Appeals.

For context of why donors give, we recommend you track their primary affiliation with your organization — such as Board member or Volunteer — as constituent codes. Under Gifts by constituent code, you can compare giving toward the fund by the donors' constituent codes to identify who's engaged. For more information, see Constituent Code Analysis for Campaigns, Funds, or Appeals.

To help identify whether the fund attracts mostly women or men (or unknown), you can view a breakdown of its gifts over the past five years by the donor's gender. For more information, see Demographics Analysis for Campaigns, Funds, or Appeals.

To determine the size of gift the fund attracts, such as whether its giving skews toward mostly larger or smaller amounts, you can view a breakdown of the gifts received over the past five years by their amount range under Gifts by giving level on its record. For more information, see Giving Level Analysis for Campaigns, Funds, or Appeals.

Under Gifts by all types, you can compare giving toward the fund by the types of gifts received, such as one-time gifts and pledges. With this insight, you can determine which types of gifts resonate with the fund's donors and adjust your appeals accordingly to increase giving. For more information, see Gift Type Analysis for Campaigns, Funds, or Appeals.

To help direct gifts toward a campaign, such as for a new building, you can use funds to drive gifts toward the initiative, such as for the new building's design, construction, and landscaping.

  • Under Linked campaigns, you can view all of the active campaigns that the fund supports — regardless of the filters you select to analyze its overall performance — and which is the default. To also include those that aren’t currently in use, select Include inactive. For more information, see Campaigns.

    Tip: In the database view, you can link a campaign to a fund from the Campaigns tab of the fund’s record.

    If your organization previously used Raiser’s Edge Enterprise, you instead view the campaigns the fund supports — and the goals set for each — under Giving hierarchy. To view other funds in the hierarchy and their set goals, expand the campaign they support. For more information, seeGiving Hierarchies.

  • Under Top campaigns, you can view details about the ten top-grossing campaigns that the fund supports, including how much each raised through the fund compared to its goal amount. For more information, see Top Campaigns Analysis for a Fund or Appeal.

Appeals — the solicitations used to ask donors for gifts — can help raise money toward specific funds. To track an appeal's effectiveness, your organization may set goals to raise toward a linked fund.

  • Under Linked appeals, you can view all of the fund’s active solicitations — regardless of the filters you select to analyze its overall performance — and which is the default. To also include those that aren’t currently in use, select Include inactive. For more information, see Appeals.

    Tip: In the database view, you can link an appeal to a fund from the Appeals tab of the fund’s record.

  • Under Top appeals, you can view which solicitations brought in the most — and how much — toward the fund, and how the giving compares to their goal amounts. For more information, see Top Appeals Analysis for a Campaign or Fund.

To identify specific constituents to thank for the fund's success, you can view the ten top contributors under Top donors. For each donor, you can view how much — and how many gifts — they gave toward the fund. For more information, see Top Donors Analysis for a Campaign, Fund, or Appeal.

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.

Note:  In the database view, you can manage a fund's details from its record under Records.