Add Fundraising Fund Code

Modules>Fundraising> More...>Find Fund>Add Fund

To add a Fund Code, complete the following steps:

1. Mouse over the Fund Code group item within the Fundraising module in NetForum. This will expand a flyout menu that displays all of the options for Fund Codes within NetForum.
2. Click the Add Fund option. The Add - Fundraising Fund Code page displays. All fields in bold are required.
3. Complete the fields in the Fund Code section as follows:

   Field Name	Required?	Description
   fund code	Required	Once the fund code has been saved, you cannot modify it.
   purpose code	Optional	A way to earmark money for a specific cause for the fund's use. Must be setup prior to appearing in this drop-down.
   fund name	Required	Enter a descriptive name for the fund. Once saved, this may not be modified.
   description	Optional	Enter a longer description for the fund if needed.
   start and end dates	Optional	Enter the start and end dates the fund may be contributed to if applicable.
   track recognition level	Optional	This check box should be enabled if recognition levels are to be tracked at the fund level in addition to constituent level. Recognition levels for the fund will then be tracked on the constituent profile.
   use in events	Optional	This check box should be enabled if this fund may be used with an event. You may create a fundraising event and use donations as the event registration fee by assigning fund codes to the event. Check the use in events check box to enable this fund code for use in events in this manner. You may then decide what the appropriate donation or gift is to attend the event when you add your fund fees

4. Complete the fields in the Default Campaign, Appeal, & Package Codes section as follows:

   Field Name	Required?	Description
   Campaign Code	Optional	Select the campaign code for the product. The Campaign Code you select will determine which Appeal Codes will be available in the appeal code drop-down menu.
   Appeal Code	Optional	Select the appeal code for the product if you have set up a marketing appeal for this fund.
   Package Code	Optional	Select the package code for the product if you have set up a fundraising package for this fund.

   
   

   Note: The campaign, appeal, and package codes values are only used as defaults when a donation is made to the fund. These fields are not required.

5. Enter a suggested price.

   (Later, when you select the fund code on the Add Fundraising Gift or Add Fundraising Pledge page, this price will automatically default to the gift amount field and the tax deduction amount field.) The suggested price can be edited.

6. Enter the G/L account information.
7. Click the Save button to add your fund.