Top Funds Analysis

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 help motivate fundraising and track its effectiveness, your organization may set goals to raise toward funds. To compare and analyze these causes, you can view your ten top-grossing active funds under Overview or Funds from Fundraising, Analyze or Reporting. Under Top funds, you can view how much each fund received in comparison to its goal amount (if set).

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 analyze giving applied toward specific funds or campaigns or through specific appeals, use the filters under Giving.

  • For more information about a fund, select its name to open its record.

  • To view a list of gifts toward a fund, select its bar in the chart. 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.

If a fund struggles to succeed, consider the Campaigns and Funds Best Practices.

Tip: For details about a fund, select its description to open its record. For more information, see Fund Records.