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Manage Contribution Funds

  • Updated

Contents

What are funds?

Funds could be described as the purposes for which your church collects contributions from members. These can be, for example: Building Fund, Youth & Children Events Fund, etc. 

You can find your current list of funds by going to Contributions > Funds. Each fund is listed along with its Fund ID (if added), information on whether it is tax deductible, as well as the number of contributions it includes, along with the total amount available.

Add a fund

To add a fund, click the Add Fund button at the top left of your list.

Next, enter your fund’s information:

  • Fund name.

  • Fund ID: This is an optional internal identifier you can use to help track or reference a fund more easily. It’s mainly for your internal organization; for example, if you want to match the fund with an external accounting system, or use a specific code for reporting or integrations. If you don’t have a particular ID system, you can safely leave this field blank, and ChMeetings will still work perfectly. The important field is the Fund Name, since that’s what appears in transactions and reports.

  • Turn on the Tax Deductible toggle if this is the case. Please keep in mind that: 

    • Contribution statements only include those associated with a tax-deductible fund. If a contribution is not linked to a tax deductible fund, then it will not be added to the giver's contribution statement. 

    • Contributions actually need to be tax deductible according to your local legislation. So, it’s important that the funds that you mark as tax deductible only contain tax deductible contributions.

  • Turn on Is Default Fund if you want to make this the default fund to be selected when adding new contributions.

  • Enable Include in Online Giving if you want the Fund to be available for people to choose when giving online. 

  • Turn on the Accounting Mapping feature if you want the Contribution Fund to map to a specific Accounting Fund. If you map a Fund here, you will not need to map it while depositing a batch. Both fields within the section must be filled to save a mapping. Leaving either blank saves the fund as Unmapped.

  • Save when you are ready.

 

Edit a fund

You can edit the information associated with a specific fund by clicking the options button next to it and selecting Edit. This will take you to the Add Fund window, where you can update the name or ID, turn the Tax Deductible option on/off, or change whether this fund is the default one or not.

Delete a fund

You can delete a fund by clicking the options button next to it and selecting Delete.

When deleting a fund, the contributions assigned to it will need to be moved to another, existing fund. Please select this fund when being asked to confirm the deletion. Click Delete when you are sure you want to proceed. 

Note: Deleted Funds cannot be restored.

6_move_contributions_from_deleted_fund.png

 

Merge Funds

There is no dedicated feature for merging duplicate contribution Funds; however, deleting the duplicate will achieve the same result. It will move contributions from the deleted Fund, to the one you keep. Just select the duplicate fund, delete it, and choose which Fund to move contributions to, as shown right above.

Compare Funds

You can use the chart at the bottom of your Funds screen for a visual comparison of the amounts available within each of your funds. 

7._compare-funds.png

Search and Filter Funds

You can use the Search box at the top right to find the fund you are looking for, by name,

You can also filter tax deductible funds from the dedicated filter at the top right, where you can select whether the funds listed should be tax deductible or not.

Additionally, you can toggle on the Advanced Search by clicking the dedicated button on the right side of the Tax Deductible filter. This search lets you narrow down the comparison chart to a specific period of time.

Export Contributions Per Fund

Overview Export

You can export your overall list of funds, the total number of contributions, and their amount. To do so, click the Export button at the top right of the Funds list under Contributions > Funds.

Detailed Export

To export a detailed list of transactions per fund, please follow these steps:

  • Go to Contributions > Funds.
  • Click the fund for which you want to generate the expo


     
  • The next screen shows you a list of contributions to the selected fund. To export this list to .csv, click the Export button on the top right. Choose how to group the list, then click Export.

Create Fund-Specific Online Giving Links

You can customize your online giving link to allow people to contribute to a specific fund directly. 

Add ?fund=fundname to the end of your online giving link to achieve this.

Example link: https://example.chmeetings.com/Giving/C87B5C1F72EA?fund=Building

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