Fund Management

Quick Answer: Fund Management

Fund Management is where parent-organization directors and bookkeepers add and edit Funds—the operational entities in your tree. Open Administration → Fund Management. Plus, Pro, and Enterprise include it. This is not the same as Enterprise fiscal-sponsor switching in Multi-Organization Management.

What a Fund is

A Fund is a ministry, campus, or program entity with its own gifts, staff, and (on Plus+) books. Your parent organization already exists from signup. Fund Management does not create a second parent.

What you can do

• Add a Fund with a name and status
• Search and filter active versus inactive Funds
• Edit a Fund and hide it from the header switcher when it should not appear in daily work
• See counts of total, active, and inactive entities

Common tasks

Add a campus or ministry

1. Open Administration → Fund Management on the parent organization.
2. Choose Add, pick Fund, and enter the public name.
3. Save, then switch to that Fund in the header to record gifts and expenses there.

Good to Know

This page is a desktop workflow. Accounting write access is required to add or edit. Sub-fund journal attribution on Pro is a separate catalog, not a second parent. Related: Multi-Organization Management for Enterprise sponsor switching, and Chart of Accounts for each Fund’s defaults.