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    • Giving Overview
    • Donors and Contributions
    • Grants, Pledges, and In-Kind Gifts
    • GL Batches
    • Funds and Sources

Funds and Sources

Use funds and sources to understand where gifts belong and where they came from.

Funds and Sources

Funds and sources help your team organize giving.

Funds

A fund usually answers, "Where should this gift be used?"

Examples might include a general fund, building fund, event fund, or program fund.

Sources

A source usually answers, "How did this gift come to us?"

Examples might include a campaign, event, mailing, online form, or referral source.

Best Practice

Use clear fund and source names. Avoid creating nearly identical names that will make reports harder to read.

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