Add or Edit a Fund Record

Add a fund to define how gifts are allocated and reported based on donor intent — such as a general operating fund, a restricted scholarship fund, or a purpose-specific initiative — so you can track giving, analyze results, and ensure funds are used as intended.

You can add funds directly from the Fund list in Raiser’s Edge NXT and begin using them immediately across gift entry, reporting, and analysis.

1. From Gifts, select Funds.

2. Select New fund.

3. Enter a unique Fund ID (up to 20 characters).

   Tip: Use a consistent naming convention to make funds easier to find and report on.

4. Enter a unique Description (up to 100 characters).

   This is the fund name shown throughout the system.

5. Enter a Start date and/or End date. The start date must be before the end date (Optional).

   These dates determine the range shown on fund performance charts. When an end date is set, charts only plot through that date.

6. Select a Category (Optional). Use categories to group related funds for reporting.

   Tip: You can set up and manage the categories available for your funds from the Fund Category table in Settings, Tables.

7. Select a Type (Optional) . Use this as a secondary classification to further distinguish funds with a similar purpose.

8. Enter a Goal amount (Optional). The goal feeds the Progress to goal tile and appears as the goal line in cumulative revenue charts.

9. Select if the Fund is restricted (Optional) . This marks the fund for restricted allocation and displays a Restricted indicator on the fund record. Use this to reflect donor or organizational restrictions on how gifts may be used.

10. Select Save.

After you save, the fund appears in your Fund list and is immediately available for use when recording gifts, linking to campaigns or appeals, and reviewing fund-level performance.