Funds let your organization categorize what a payment supports, including campaigns, programs, designations, or event revenue.
Use funds when supporters should choose between programs, campaigns, restricted funds, or giving categories.
Fundraiser Forms require at least one fund. Admins can select existing funds while configuring a form, or type a new fund name to create it during setup.
Funds can appear in payment records, exports, payout reconciliation, and prefilled links. Choose names that finance, fundraising, and supporter-facing teams will recognize.
Use clear fund names that match your organization's accounting and contact communication language. Avoid duplicate names, since duplicates make reporting and reconciliation harder.
Before publishing a form, confirm the fund list with the team that will reconcile payments later. Changing a label after activity starts can make reports harder to compare with earlier exports or outside accounting records.
For Event Forms, use ticket names and event reporting for ticket-level detail. Use funds when event revenue also needs a broader accounting or campaign category.
