Copy Fund to Create
There should be a copy button within a fund to use to create new funds. Often we'll set up multiple new funds that are of a similar type with the same restrictions, groups, subgroups, original donor, advisers, etc. It would be nice to just use a fund already set up to create the new one and make the minor changes needed manually instead of setting each one up from scratch.
Anonymous
shared this idea
The ability to copy a fund was released 12/7/2022.
Here is the release note: Added the ability to copy a fund. This will copy all fund fields except for name, short name, public name, and the fund summary. With this release, we have added the following fields to the fund create screen: fund steward, with donor restrictions, fund statement format, fund statement interval, allow additional advisor, and require primary advisor approval.
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Jenny Praytor
commented
This would be a critical enhancement for us. Often, our DAFs convert to designated funds upon death of donor. While we recognize we could simply change the fund type, our auditors prefer the best practice of opening a new designated fund, transferring funds from the DAF to the designated, and then closing the DAF
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Emma Schwarz
commented
It doesn't always have to have the same donor etc. But just creating funds that are designated, endowed or project or unrestricted funds... we would like to be able to copy the selection and rename for the new fund(s)... Thank you
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Missy Belles
commented
This would be awesome!!!