Create a Personal Fund

When you create a Personal fund, you must enter the fund name, the name and email address of the fund champion. If the champion has provided additional information (such as a residential address, fund description, goal, or seed gift), you can enter it now or leave it for the fund champion to fill in from the Champion Center. Note that the fund champion can edit the information entered here.

Note: To create a fund where the champion wants to honor someone, refer to Creating an Honorary Fund. To create a fund where the champion wants to memorialize someone, refer to Creating a Memorial Fund.

If you will be creating a large number of funds and want to track them in one group, you may want to set up a Batch ID. For assistance, refer to Using Batch IDs for Gift and Fund Processing.

After you create a fund, fund champion receives an autoresponder email that thanks them for their participation, provides their login information, and directs them to the Champion Center where they can customize the fund page, send emails appealing for gifts, and so on.