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Defining Funds

Funds are the entities within your organization that serve as asset accounts for your fundraising activities. Frequently, for legal and accounting reasons, an organization must maintain separate accounting records for each fund.

In iMIS, a fund is an organization. Gifts and pledges are directed to a fund (for example, a capital fund, a fixed asset fund, or a general unrestricted fund).

Information that is entered in the Set up funds window is displayed in the Organization Names window. Entities that have the Is Fund option enabled in the Organization Names window are also displayed in the Set up funds window.

Note: If you add a fund, restart iMIS to enable access to the new fund information.

Caution! Do not delete funds after you have completed fundraising transactions. Deleting funds affects the completed transactions. If you delete a fund, you must manually delete the fund from the appeals, campaigns, distributions, and donor levels associated with the fund.

In This Section

To define a fund

See Also

Setting up Fund Raising (in Fund Raising)

Overview of Fund Raising Module Setup

Designating your organization as a fund

Defining Campaigns

Defining Appeals

Defining Distributions and Premiums

Defining Donor Clubs

Defining Fund Raising Setup Options

Rapid Gift Entry

Fund Raising Authorization Levels


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