Within the Funds page of Giving, you will be able to set up your fund structure to match the goals of your organization.
Funds and sub-funds allow donors to choose where they would like a donation to go. Great ideas for funds are a general fund, a benevolence fund, a building fund, or a local missions fund.
Setting up Funds
To set up funds, you'll need to head to your Funds page within Giving. From here, you can click the Add Fund button in the top right to add in any new fund you need.
By default, all newly created funds will be unpublished to ensure it doesn't go live before it's ready. Once you're ready to publish a fund, just hover over the series of dots on the left of the fund name to click and drag the fund up to the Published area.
At this time, funds can be unpublished, but cannot be deleted or merged.
Avoid changing the name of a fund as this will change the fund name on past donations.
Setting up Sub-funds
Sub-funds allow you to break up your funds into smaller groupings. For example, the Missions Fund could contain sub-funds for different countries or missionary families.
To set up sub-funds, click the 3 vertical dots on the far right of the fund to which you wish to add a sub-fund. Click Add Sub-Fund, fill out the name (and description if desired), and click Save.
Avoid changing the name of a sub-fund as this will change the sub-fund name on past donations.
The slider on the right of each sub-fund will allow you to enable or disable it as needed.
At this time, sub-funds can be toggled off, but cannot be deleted or merged.
Funds & Integrations
If you use a church management system or donor management system, regardless of whether you use an automated integration or manual import process, it is best practice to set up your fund structure in Subsplash to match the fund structure in your third-party system.
For example: If you have a General fund with a sub-fund (referred to as a child fund in some systems) called Tithes in your management system, then it is recommended that you create a General fund and a sub-fund called Tithes in Giving. Click here to learn more about integrations!