Funds are available for donors to select when they are giving. You can run reports on your Transactions page to see lists of donations by each fund.
You can create a fund for anything, but some examples of different funds you might create are:
- General Fund
- Building Fund
- Scholarship Fund
- Missions Fund
Creating a Fund
To create a fund, go to Setup > Funds within the aware3 admin portal.
Type the name of your fund in the box and click Create Fund.
A fund description is optional, but can provide a way to give some more context about the fund. There is a 140 character limit for fund descriptions, so keep it short and sweet! The fund description will display along with the fund when a donor goes through the process of giving online or through your mobile app.
To save the changes you have made to a fund description, hover over the fund name, and click on the green checkmark towards the left-hand side, as seen below.
Deleting a Fund
To delete a fund, hover over the fund name, and click on the trash can icon towards the left-hand side. You will be prompted to confirm whether you want to delete the fund.
Reordering a Fund
To change the order that a fund displays on your giving page, hover over the fund, then click on the arrow icon on the very left-hand side. Simply drag and drop the fund in its new order.
If you have more than one campus, you have the option to enable a particular fund for a single campus, or for any number of your campuses. Enable a fund for a campus or campuses by checking the box under each campus.
Fund enabled for a single campus:
Fund enabled for multiple campuses:
Custom ID is for ParishSOFT reporting. See more about ParishSOFT reporting here.
Check out our short video below on how-to create and manage your funds!
If you have any questions, please don't hesitate to reach out to our team at firstname.lastname@example.org.