Funds help you organize and track donations that serve different purposes within your organization. Each Fund can have its own bank account, deposit schedule, and even legal disclaimer—giving you the flexibility to manage your fundraising with clarity and compliance.
What Are Funds?
Funds allow you to:
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Direct donations to specific purposes or projects
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Assign unique bank accounts and deposit settings per fund
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Attach legal disclaimers to meet regulatory or transparency requirements
Funds cannot be deleted once created.
How to Create or Edit a Fund
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Navigate to Settings > Finance > Funds
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Click the blue “Add Funds” button (top right) to create a new Fund
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To edit an existing Fund, hover over the Fund Name and click View
In the Fund Editor, you can configure:
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Fund Name – Internal name for easy reference
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Internal Identifier – Custom ID for syncing with external systems
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Bank Account – Choose the account for deposits related to this fund
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Fund Disclaimer – Add legal or contextual language tied to this fund
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Default Fund – Make this the default for all new pages
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Default for Tandem/Conduit – Use this for multi-account pages
Don’t forget to click Save before exiting.
Once created, you can assign the Fund to one or more Action Pages.
How to Add or Edit a Fund Disclaimer
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In the Funds tab, hover over the Fund Name and click View
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In the editor panel that appears, scroll to the Fund Disclaimer field
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Enter or update your disclaimer text
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Click Save to apply your changes
If a Fund has a Disclaimer, it will appear in the footer of every Action Page using that Fund—unless the page has its own custom footer.