Fund tracking is a great tool that allows organizations to designate donations to specific funds on a single GivingFuel page. It enables organizations to create different causes for which their donors can donate and allows donors to better see how their contributions will be used.
Fund Tracking also provides a streamlined way for organizations to monitor their donations, and helps organizations quickly analyze donation patterns and allocate funds to the correct initiatives.
Example Use Cases:
An organization, Sports for All, creates different funds for Scholarships, Sports Gear, and Leadership Development
Track donations for specific fundraising campaigns on the same GivingFuel page
Assign accounting numbers to different funds on your GivingFuel page
Create reporting that quickly lists donations given to each fund
Jump To...
Enable Fund Tracking
Tip: Fund Tracking is only available in the Donations field and is compatible with all Donations field display options.
Go to the Pages tab from the top main menu, and click View All Pages
Click the pencil icon under the page you want to edit
Edit your Donations field
You can either add a new Donations field by clicking the + icon, or click the pencil icon to edit your current Donations field
Toggle the Enable Fund Tracking button to Yes
Type out your fund names, and separate each fund by a comma
Select Allow Other Fund if you would like to enable a custom-typed option
Click Done
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Allow Donors to Write Comments / Instructions
Comments / instructions allows your donors to add a note or additional information for your organization to know when processing the donation
To add this option, toggle the Comments / Instructions field to yes
Add a custom label if desired in the Comments Label field
Click Done
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Assign Accounting Numbers to Your Funds
With Fund Accounting Numbers, you can add accounting numbers that are hidden on your published page, but display in reporting and exports. Here is how to add this feature.
Click the pencil icon on your donation field
Use [regular brackets] to place the accounting number next to each of your funds
Click Done when you have added the accounting numbers
Click Save Now in the upper-right corner of your page to save your changes. Click Publish to publish these changes to your live page
Downloading Fund Information in Your Reports
Go to the Reports tab in the top menu bar, and select the Exporter feature
Select the report you would like (we recommend using the Donations report)
Select the page(s) from which you would like to pull data
Select the Donation Fund Name and Donation Fund ID fields, as well as any other fields you would like to include in your report
Move them to your report by clicking the top arrow icon
When you are done customizing your report, click Download
FAQs
Why use the Fund Tracking Option instead of adding a text field to the page?
Fund tracking will pull into a transactional report, while custom fields will only pull into a donation report. Fund Tracking is a helpful feature for organizations who use funds for accounting purposes. With fund tracking, organizations can assign accounting numbers to different funds that don't appear on the live page.
Can my donors still make multiple gifts when Fund Tracking is enabled?
Yes, donors can still make multiple gifts when fund tracking is enabled. With fund tracking, donors who make multiple gifts will designate each donation by selecting a fund from the list.
Is there a way to designate one accounting number instead of multiple funds?
You can set a page-wide accounting reference under Basic Setup in your page builder.
