Encumbered Funds

Revenue is considered encumbered when it meets the donor challenge criteria. The Encumbered Funds tab displays all revenue that is eligible for the donor challenge. Your organization should set up the Update donor challenge business process to search for eligible revenue; however, you can add revenue to the list manually as well. For more information, see Update Donor Challenge Business Process.

Note: Qualified pledges can also be encumbered. When the corresponding pledge payments are added, they can be encumbered and can then be approved and moved to the Matched Funds tab.

You can manually encumber any revenue for the challenge. After you review the encumbered funds and approve the matches, the funds move to the Matched Funds tab.

From the Encumbered Funds tab, you can edit the match details for encumbered funds. You can also manually remove funds that you do not want to include in the challenge.