Customize fund designations at campaign level
planned
Christina McNamee
The ability to choose which funds from the account are visible on which campaigns so not EVERY fund designation at the account level shows up for EVERY campaign on the account.
Example:
There are funds A, B, and C.
We want funds A and B to show up on Campaign 1 only.
We want fund C to show up on Campaign 2 only.
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E
Erin Vucurevich
This feature would be super helpful for organizations who are fiscal sponsoring initiatives.
D
Deneen McDonald
yes, please!
S
Suzan Hicks
It would be very helpful to customize the fund designations for specific campaigns. We have "general" campaigns and then trip specific campaigns. Being able to set a fund designation for specific campaigns will assure funds are going toward the correct trip member.
J
Julianna Henderson
This would make a huge difference for our organization--we have many areas that donors may contribute to, but we also have funds & multiple budget lines for our event ticketing and auctions set up as funds. They don't need to see all of the options that we do internally :)
Jordan Patrick
planned
A
Amy Sajko
Jordan Patrick - I'm delighted to see this is planned. Do you know a potential timeline?
L
Lisa Dixon
Need this feature!
D
Dana Scott
This feature would be very beneficial for a multi-campaign organization like mine.
A
Amy Carlson
I would also love to see this feature added.
J
Jenni Wallace
This is a critical update in my opinion. A campaign is a marketing effort around a topic. A fund is the where the donations are to be spent. We are new to the platform but have raised significant dollars in the past 2 weeks to help Hurricane Helene victims. The funds need to be independently aligned to campaigns so I can turn on and off different funds under different initiatives. If I turn off the fund selection entirely at the campaign level, where does that money get allocated? Which fund? But the REAL issue is that the accounting is incorrect. The payouts are linked to the campaign which is in my opinion incorrect. The FUNDS are where the money is allocated for spending. So the payouts should be by FUND not by campaign. Example Campaign W has the option of 5 funds to choose from. I initiate a payout. The payout report doesn't have any data on the funds selected. This is synced to our Quickbooks and now all deposits are booked based on the campaigns, not based on the actual funds the donor selected. This is a BIG Problem for all of us. If any of us get audited, this will be an issue. And it is creating a ton of manual work to ensure we have the accounting correct. This MUST be fixed... in my opinion
B
Bonnie Reilly
Yes, please add this feature!! It adds much-needed flexibility and time savings for the orgs, and a cleaner UX for supporters :) YES YES YES!!
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