The definition of a fund is simply something for donors to give to. By creating funds, it allows you to allocate a donor's donation, understand why they started to give, and use our robust reporting tools to understand giving patterns.
Creating a New Fund
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From the Welcome to CDM+ window, click on Funds.
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In the next window, click on Add at the bottom of the window. This will add a new row where you can enter the name of your new fund.
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You can use the direction keys (red arrows, To Top, To Bottom) to move the name of your fund up and down your list of funds. *Please note that the order that your funds appear on this list will be the order that they appear when added to a Giving Set.
You can click on the Description column header and it will put your funds in alphabetical order.
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When applicable, you can also choose to make a fund Non Tax-Deductible by putting a check in the Non Tax-Deductibe box. If you want to make a fund the default option when adding in manual gifts, you can put a dot in the radio button in the Default column.
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Save all changes in the bottom right-hand side of the page.
