Fund Groups and iGuide

Fund Groups

A Fund Group is a named collection of funds presented to donors as a designation picker on a form. Instead of listing all funds in your database, a Fund Group curates a specific subset appropriate for that campaign.

Creating a Fund Group

  1. Navigate to Giving → Fund Groups in the sidebar
  2. Click Create and name the group
  3. Add Funds to the group using the Funds tab
  4. On the Donation Item, set the Fund Group field to this group

ZIP-Based Filtering

Fund Groups can filter which funds are shown based on the donor’s ZIP code. This is used in federated campaigns where donors from different geographic areas designate to different agencies. Configure the ZIP mapping on the Fund Group.

Write-In Designations

When a Donation Item has Allow Write-In enabled, donors can type a fund name that is not in the list. Write-in designations create a null-Fund line item with the donor’s text stored as the designation name. These are held in payout batches with the reason “Write-In” until manually resolved.

iGuide Integration

iGuide is a directory of federated charitable agencies used in workplace giving campaigns. DonorPoint can synchronise fund designations annually from iGuide, keeping the agency list current without manual entry.

To configure iGuide synchronisation, contact DonorPoint support. Once configured, the iGuide import updates Fund records with current agency information from the directory.