To add a new fund, click the Add Fund button on the Donations Fund Administration page.
Specify the title and description for the fund (up to 1000 chars) and the date the fund was established. Choose an icon to represent the fund. The following options are also available:
- Specify an optional Fund Coordinator by clicking the Select link. When you check the “Notify…” box, the fund coordinator will receive an email when a donation is made. (Note that your club’s designated “Treasurer” will also receive an email when a donation is made.)
Use the Active checkbox to control when the fund is visible. Some funds may be seasonal in nature, only visible at certain times of the year. - Use the Members Only checkbox to limit fund visibility to members. If the Donations module is placed on the public side of your website, this fund will not be included unless the member is logged in.
- Use the Allow Anonymous. option to display a special question to donors: “Do you want this donation to be reported as anonymous?” As an administrator, you will still be able to see who made the donation, but if the donor answered “Yes” to this question, he or she is asking you to report this donation as anonymous to the membership or public.
Check Allow Recurring Donations to allow users to contribute repeatedly (on a schedule they configure) to a fund.
Minimum and Maximum Amount options allow you to set a minimum accepted donation amount, which must be more than $1.00, and a maximum amount (if, legally, there is a limit to the amount which can be donated.) - The Suggested Amount option allows you to suggest how much should be donated. When you check this box, an amount field is displayed. The specified value will be shown on the Donations page (but it can always be modified.) Note that the initial maximum donation is $500. Please contact us if you would like it raised to a higher number.
If Suggested Amount is checked, the Suggested Amount must be greater than or equal to the Minimum Amount, and less than or equal to the Maximum Amount.
- Use Goal Amount to define a goal for this fund. You can also optionally check Show Goal to display this amount alongside the fund description.
- Specify the External Amount Received to track donations made outside the system or before the fund was set up. The amount specified in this field is added to the sum of donations made within the module to give a total progress number.
You can also specify the non-archived financial account to be used for donations and the mailing list category to which all donors (members and non-members) will be assigned. Click Save to save your changes and return to the Donations Administration screen or Cancel to return without saving.
Financial Accounts can only be used to direct payments to multiple bank accounts if you are a ClubExpress Premium Payments user.