Add a Donation Fund

This function allows administrators to petition donated funds from non-members and members alike. Administrators can create new donation funds as needed.

To add a donation fund, go to Donation Management > Donation Funds, and select the green "Add Record" button at the top-left corner of the table. Enter the donation fund details into the form fields. Please see below for additional information:

1. Enter a Fund Name.
   
   
2. Check/uncheck the Active box to indicate whether the fund is currently active or inactive.

• Active funds will appear as an option on your donations page in the Please Select a Fund to Donate To drop-down menu.
• Inactive funds are used when you’re setting up a campaign that you don’t want to go live until the start date, or when a campaign has ended but you don’t want to delete the fund.
  
  

3. Enter the total amount you’re hoping to raise in the Fund Goal field.
   
   
4. Enter a Goal Start Date and a Goal End Date.
   
   
5. Enter an Account Code if you want to reference an external account (e.g., accounting software).
   
   
6. Check Display Privacy Preference to enable donors to control their own privacy settings (e.g., give anonymously).
   
   
7. Check at least one payment type under Billing Types that you will accept.

• Note: "Complimentary" isn’t a valid option here; it is only listed because it is an acceptable billing type in other sections of the AMO admin portal.
• Don’t see any billing types? Learn how to set them up by reading "Add a Billing Type."
  
  

8. Enter a Fund Description.

• This will appear when the fund is selected from the list on the donation page.
  
  

9. Check Send CC of Donation Receipts Generated if you would like a copy of all donation receipts for internal purposes.

• If you check this box, indicate where the copies should be sent in the field Email Address for CC of Donation Receipts Generated. If this field is left blank, it will default to the options specified in the general settings.
  
  

10. Enter a Custom Email Message For Donation Receipts Generated.

• If this field is left blank, a default message will be generated.
  
  

11. Enter a Return Address/Tax ID For Donation Receipts Generated.

• If this field is left blank, no return address or tax ID will be included on generated receipts.
  
  

12. Select Add Donation Fund to finish the section.
    
    
13. Repeat this process as needed.