Funds and Fee Models
Funds
A Fund is the accounting destination for donated revenue. Funds represent agencies, programs, internal accounts, or any other entity that receives designated gifts.
| Field | Description |
|---|---|
| Name | Fund display name shown to donors and staff |
| Description | Internal description |
| Organization | The agency or organization that owns this fund |
| Code | External GL account code or integration identifier |
| Federation | Whether this fund participates in federated distribution |
| Fee Exempt | Whether transactions to this fund are exempt from processing fees |
Fund Tabs
| Tab | Content |
|---|---|
| Definition | Core fund fields |
| Designations | All donation designations to this fund |
Fee Models
A Fee Model defines how processing fees are calculated for transactions routed to this fund. Fee models are attached to Items (not directly to funds) but interact with fund configuration:
- Rate Fee Model — a percentage of the transaction amount (e.g., 3% credit card fee)
- Fixed Fee Model — a fixed dollar amount per transaction
- Shipping Fee Model — shipping cost (extends Fixed Fee Model)
- Tax Fee Model — tax calculation (extends Rate Fee Model)
Fee-exempt funds bypass fee calculation entirely, regardless of the Item’s fee model.
Fund Groups
Fund Groups curate a subset of funds for display on a giving form. See Fund Groups and iGuide for configuration.