- 28 Oct 2024
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Funds Dataset for Advancement
- Updated 28 Oct 2024
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The Funds dataset contains information associated with funds that the advancement office manages. Storing funds as their own entities enables multiple data points such as accounting information and fund contacts to be maintained together.
The Fund dataset is then linked to the funds field to tie gifts and funds together for reporting purposes. The Funds dataset has purposefully not been populated with many fields because each institution chooses to store different data points. Commonly added fields do include those to store information related to:
Benefits
Accounting
VSE reporting
Fund details such as start/end dates
Most Commonly Added Custom Funds Fields:
Free Text | Prompt | Bit Prompt |
---|---|---|
Fund ID | Available in Online Giving | Status |