Designations

DonorPoint use the same Fund code in Donation Items and Donation Order Items to convey designations. Specific features of the Donation Item model to allow you to control whether donors can designate their gift and how.
If you distribute donations to other organizations, funds allow your accounting team to ensure that donations are getting to the right organization. In addition Donation Order Items, created by Donation Items, have an additional Write-In property for capturing free-text inpuit.

Funds and Organizations

Funds are owned by Organizations. In the case of your Account (which remember is an Organization), your various GL accounts are owned by your account. Similarly if you allow donors to designate their gifts to your organization, or you present specific impacts for your gifts (represented as distinct Donation Items in DonorPoint), your areas of impact would be represented as additional funds owned by your account.

If your organization distributes funds to other organizations, those funds would be owned by those other organizations. By collecting Funds in Organizations, multiple areas of impact can be rolled up to the parent organization while preserving the distinct donor intent on individual donations.

Creating Funds

Creating funds in DonorPoint is a two-step process:

• creating the Organization if it does not exist
• adding the Fund to the organization

Adding both the Organization and fund is straightforward. Organizations are added from the Organization left-hand side menu. Within an Organization, the Funds tab contains its funds, and new funds can be added there.

Customizing Funds

Additional custom fields can be added to all funds in your account. On the Customization tab on your Account page, you can add, remove and update custom fields on funds. Like all custom fields, custom fields on funds appear on every fund edit page, and are automatically added to reports that include funds.

See Customization for more information.

Accessing Funds on Forms - Fund Groups and Selectable Funds

Funds can be grouped into Fund Groups for reporting convenience, and for populating Donation Items on forms.

Donation Order Items created on forms can have a fund associated with them

• by setting the Fund on the Donation Item on the form. This sets that fund to be the fund on the Donation Order Item created on the form
• by linking a Fund Group to the Donation Item, which will prompt the donor to select from a list of funds on the form for the Donation Order Item created on the form

Fund Groups can be found on the Organizations view by selecting the Fund Groups tab. Creating a Fund Group only requires a name and optional description.

Funds can be added to Fund Groups in three ways

• in the Fund Group editor, selecting them in the Funds list
• in the Fund, selecting which groups to add the Fund to on the Fund Groups tab
• in the Fund Group, by importing a file of new or existing Funds For imports, see Importing for more detail.

The appearance of funds on a form can be controlled also by the Selectable on Forms? checkbox on funds. Unchecking the box for a specific form will not render it on the form, but will keep it in the group for management and reporting purposes.

Write-Ins

Write-ins on forms are enabled by checking the Allow Write-in? box on Donation Items. This automatically renders a free-text input on forms.