Fund Record Details

The Details tab on the fund record is where you manage the working parts of a fund. It brings together operational and administrative information in one place, so you can see how everything connects and supports accurate allocation, reporting, and stewardship.

This tab acts as a central hub for managing fundraisers, attachments, and organization‑specific data. At a glance, you can see who’s responsible, what’s connected, and how the fund fits into your broader fundraising structure.

Use the Details tab to:

  • See relationships between funds, campaigns, appeals, and fundraisers

  • Keep important documents organized and easy to find

  • Track organization-specific fund data

  • Understand how operational details support accurate gift allocation and reporting

Think of the Details tab as the fund’s command center for coordination and record-keeping.

Details Tiles

Fundraisers

This tile shows the fundraisers assigned to the fund, along with their individual goals and status.

Use it to:

  • See who’s currently responsible for fundraising tied to the fund

  • Review historical fundraiser involvement

  • Confirm assignments and goals are up to date

  • Open fundraiser records for additional detail

From this tile, you can search for fundraisers, add or remove assignments, and copy fundraisers and goals from another fund.

If no fundraisers are linked, the tile appears empty so you can quickly identify missing assignments.

Custom Fields

This tile shows organization-specific fields used to track additional fund information.

Use it to:

  • Capture internal classifications or metadata

  • Track details not covered by standard fund fields

  • Support internal workflows and reporting

  • Keep specialized fund context visible

The fields shown depend on your organization’s configuration. If no custom fields are configured, the tile may be empty.

Linked Campaigns

This tile shows campaigns associated with the fund. Use funds to direct gifts toward specific initiatives within a campaign and track how those gifts support fundraising goals. You can also review all campaigns associated with a fund, including the default campaign, to understand how it supports your overall fundraising strategy. To analyze both active and inactive campaigns, include inactive results to get a complete view of the fund’s impact.

Use it to:

  • See which campaigns the fund supports

  • Understand how fund revenue contributes to larger initiatives

  • Navigate quickly to campaign records

If no campaigns are linked, the tile displays an empty state so you can identify missing relationships.

Key Actions

  • To link a campaign, select Add campaign.

  • To bring in linked campaigns from another fund or appeal, select Copy from.

  • Select Limit the data entry to only the campaigns associated with fund to specify that only associated records can be entered on gifts. For example, if you enter the fund on a gift record and search for a campaign to add, you'll only see campaigns linked to that fund.

  • Select Delete from a campaign’s context menu to remove the link.

  • From a campaign’s context menu, you can also Mark as default or Remove default.

Linked Appeals

This tile shows all appeals that direct gifts to the fund. Appeals — the solicitations used to ask donors for gifts — can help raise money toward specific funds. To track an appeal's effectiveness, your organization may set goals to raise toward a linked fund.

Use it to:

  • See which solicitations are contributing to the fund

  • Understand how multiple appeals support the same purpose

  • Navigate quickly to appeal records

If no appeals are linked, the tile displays an empty state to help you spot configuration gaps.

Key Actions

  • To link an appeal, select Add appeal.

  • To bring in linked appeals from another campaign or fund, select Copy from.

  • Select Limit the data entry to only the appeals associated with fund to specify that only associated records can be entered on gifts. For example, if you enter the fund on a gift record and search for an appeal to add, you'll only see appeals linked to that fund.

  • From an appeal’s context menu, you can also Mark as default or Remove default.

  • Select Delete from an appeal’s context menu to remove the link.

GL Distributions

This tile shows the general ledger distribution entries associated with the fund.

Use it to:

  • Review how fund revenue is distributed for accounting purposes

  • Search by project or other attributes

  • Include or exclude inactive distributions as needed

This information helps ensure accurate financial reporting and reconciliation.

Tips For Using The Details Tab Effectively

  • Keep attachments current so everyone works from the latest information

  • Review linked records regularly to ensure relationships are complete and accurate

  • Confirm fundraiser assignments as responsibilities change

  • Use custom fields consistently to support reliable reporting

  • Validate operational details to prevent downstream reporting issues