Fund Management

Fund Management is where parent-organization directors and bookkeepers work with Funds—the operational entities in your tree. Open Administration → Fund Management. Available on Plus, Pro, and Enterprise. Adding a Fund is available on ProEnterprise. The Pro cap is five Funds. Enterprise is unlimited. Plus can open the screen and cannot add a Fund. This is not Enterprise org switching. See Multi-Organization Management.

What a Fund is

A Fund is an operational entity with its own gifts, staff, and 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 on ProEnterprise
• 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 Fund

Adding a Fund is available on ProEnterprise.

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.