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  1. Change Fund Group at a Point in Time

    For audit purposes, it would be helpful to be able to change a fund group type at a point in time instead of changing all of history. We have memorial funds that come in as "Unrestricted" but turn into restricted scholarship funds (or others). When we change the fund group it changes the data for all of time which makes our ending balances for PY not match beginning balances in terms of audit categories.

    Right now we are closing the memorial funds completely and opening a new scholarship fund but this has us lose the donor/donation history for the fund.

    67 votes

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    3 comments  ·  Funds  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Import custom fields for Funds

    It'd be great if we could import data into custom fields for funds, just like we can for profiles.

    5 votes

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    1 comment  ·  Funds  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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.

    36 votes

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    Under Consideration  ·  3 comments  ·  Funds  ·  Flag idea as inappropriate…  ·  Admin →

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