Create a donation fund

A fund classifies where each gift goes (for example tithe, offering, or missions). Available funds appear as options when someone gives.

TL;DR

In Finance → Funds, use Create Fund, complete the fields, and save. Goals (New Goal) and allocation rules (New Rule) are separate actions.

Who can do this

Creating, editing, or deleting funds, goals, and allocation rules requires finance administration. By default, Pastor, Associate Pastor, and Finance Leader have it. The Accountant and the Campus Administrator can record donations and batches, but cannot create or edit funds. Your church can adjust these permissions per role.

Steps

1. Open Finance (/admin-church/finance).
2. Go to the Funds tab (Donation Funds).
3. Choose Create Fund.
4. Complete the name and the other fields in the form.
5. Save.

Goals and allocation rules (optional)

• Goals: in Fund Goals (Purpose Funds), use New Goal to set a target amount inside a parent fund.
• Rules: in Automatic Allocation Rules, use New Rule to send a percentage from a source fund to a destination fund.

Best practices

• Create funds by pastoral or accounting purpose, not by payment method.
• Review which funds donors can choose before sharing the giving link.