Managing funds in the Giving module
You can easily add and manage Funds in the Giving module to help you distinguish regular giving from special offerings or the other projects and causes that you might collect donations for. You can also add Funds to distinguish those that are restricted and designated for a specific purpose, or funds relating to your different sites or locations. UK customers can also optionally designate a fund's Gift Aid status to be 'Not Claimable' where the fund's purpose falls outside of the charitable objectives for Gift Aid reclaim eligibility.
In this article
Working within the Funds section of the Giving module click Add fund.
On the Add fund pop-up, enter a fund Name, such as "General Church Fund" or "Building Project" and choose a Colour, which is used to help visually distinguish each fund's donations throughout the Giving module, including on reports and also in the My Giving section within My ChurchSuite. Optionally assign a Brand - see the related support article for creating custom brands. Once you have added additional brands, you'll be able to assign a brand to a fund, which will be sported on the public-facing Fund page and any branded fund-related confirmation emails sent when an online donation is made for the fund.
Top Tip - fund naming convention
If you're using ChurchSuite Donate to receive online donations, it will be helpful to avoid using fund names like "Regular Giving", as this may confuse givers who wish to make one-off donations to the fund; the user experience in ChurchSuite Donate would show Giving a one-off donation of X to Regular Giving, which may seem contradictory in the context. Avoid confusion by choosing fund names that make clear the fund's purpose and use, refraining from abbreviations and acronyms that may not be understood by all your prospective givers.
Continuing down the Add fund pop-up, set the Donate settings. The Visibility setting for Show in Donate determines whether this fund is to be visible in your ChurchSuite "Donate" online giving platform and also in My ChurchSuite when a giver is adding a pledge or Gift Aid declaration (UK customers only). In this way it's possible to create funds that are not visible within Donate and My ChurchSuite but which Users can still assign donations to from within the Giving module e.g. designated funds. You can also select whether the fund can receive One-off and recurring online donations or just One-Off donations. For example, there may be instances where, for a particular giving campaign, you only wish givers to make one-off online donations, rather than an ongoing pledge to support the fund. These two settings only affect online donations made through "Donate", and don't affect donations added or imported to the Giving module for the fund by a User. Finally in this section, UK customers only can optionally set the fund's Gift Aid status as Not claimable - meaning that those giving online will not be offered the opportunity to 'Gift Aid' their donation(s) - ideal where the cause you are collecting for is not eligible for a Gift Aid reclaim - the online donations will be added with a 'Gift Aid Override' status to ensure those donations are excluded from a subsequent Gift Aid claim.
Top Tip - Fund Pages
Each fund has a Fund Page - a curated version of Donate that's locked down to just that fund. Sharing or embedding the Fund Page URL is a great way of raising funds for a specific cause, without prospective givers having to choose the fund when making their donation.
The Fund Page is always accessible for Active funds through the Fund Page URL, even if Show in Donate is not enabled for the Fund. In this way, you can add funds that are not listed in your regular Donate but for those to whom you share the Fund Page URL in your communications or where the Fund Page URL is embedded in a page on your website (like a 'Missions' page), people can still give online to that particular fund through the Fund Page.
Click Save to add the new fund. From the fund "View" page, optionally add a fund Description - the description is surfaced on the public-facing Fund Page.
You can also optionally upload a fund Image. Hover over the fund image placeholder and click the Pencil icon to open the image uploader...
Drag and drop a suitably-prepared image into the uploader drop zone, or click to browse and select an image.
Finally in this section, on the fund "View" page you can add a custom message to the fund Confirmation Email. The confirmation includes full details of the donation made and is always sent to the giver each time a recurring donation pledge is processed and each time they make a one-off donation. However, you can add a custom message to which the 'system' confirmation content is appended. In this way, you can communicate a fund-specific thank you message and provide givers with the equivalent of an email receipt for their donation. Select to Edit the confirmation Email...
Sent fund confirmations are recorded in the giver's Communication log on their giver profile page. You can optionally use Merge Fields to add a personalised touch to your message. The confirmation email is sent using the branded slimline template and follows the default logo/emblem/colour of your organisation's branding (specified in Administrator > Profile) or that of the fund's Brand if one has been assigned for the fund (see the earlier section). Click Save.
You can return to the fund "View" page at any time if you need to Edit the fund to make changes, or to Archive or Delete a fund. From here you can preview the fund page.
Which opens the Fund page to view. You can copy the page URL from your browser into your email communications, share it on social media feeds, or embed the link to a page on your website.
Returning to the Funds section of the module you can easily distinguish fund Visibility in Donate, and funds that are Claimable for Gift Aid (UK customers only). You can also re-order funds, perhaps to have your most commonly-used funds first in the list. The fund Order is respected in Donate on the drop-down fund selector, and also in the Giving module when Users are adding donations. Click an Order icon to open the Order pop-up and move the funds into a preferred order using the up/down controls.
Fund Actions enable easy access to View, Edit, Archive or Delete a fund. You can also switch between viewing Active and Archived funds. Note that you cannot delete a fund that has active or deleted donations linked to the fund; however, funds can be archived (and later Set as active again if needed).
In the Giving module Reports section, the Donation Total and Gift Aid Donations reports include a helpful fund Summary at the top of the report. These summaries will be especially helpful when producing reports for accounting journal purposes, ensuring each fund's donations and the associated Gift Aid and online giving transactions fees are posted to the appropriate nominal ledger account.
Also, from a fund "View" page in the Funds section of the module, you get a visual summary of fund progress showing recent donations on a month-by-month basis.