Funds and Campaigns serve different purposes in organizing your fundraising.

Funds

A Fund is an accounting designation for how money is classified and used:

• Represents where money goes (purpose or restriction)
• Permanent or long-term classifications
• Ties to your chart of accounts
• Used for financial reporting and compliance

Examples:

• General Operating Fund
• Building Fund
• Scholarship Fund
• Endowment Fund
• Program-Specific Funds

Campaigns

A Campaign is a fundraising initiative with a specific goal and timeframe:

• Represents a fundraising effort
• Has start/end dates and a goal
• Tracks progress toward target
• Used for donor communication and recognition

Examples:

• Annual Fund 2024
• Capital Campaign
• Year-End Appeal
• Emergency Relief Drive
• Event-Specific Campaigns

How They Work Together

A donation can be assigned to both:

• Fund: General Operating (accounting purpose)
• Campaign: Annual Fund 2024 (fundraising initiative)

This allows you to track the same gift from both financial and development perspectives.

When to Use Each

• Use Funds when the donor specifies a restriction or purpose
• Use Campaigns to track fundraising progress and set goals
• Use both for complete reporting capabilities