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Settings: Creating and Editing Funds

To create or select funds for your donation pages, you will need to log in to your user profile and select your organization's account. To create a fund for your donation page, you can follow the steps below. If you have already created your fund, you can skip ahead to the Donation Page section. 

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Create a new fund:

  1. Click Settings up at the top of your organization's dashboard. 
  2. Click on Finance
  3. Click Add Fund
  4. Choose your Fund Name, Internal Identifier, Disbursement Schedule
You can use Funds to track donations or parts of donations that have different purposes. Each fund can have its own bank account and deposit schedule. This also allows donors to designate money to one or more funds across your Donation pages.

Typically, churches most use Multiple to designate money and Campaigns and Nonprofits most often use Single or Tandem funds. 

NOTE: If you need to add a disbursement schedule, please look at this Help article on Deposit Schedules.