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.
Funds live in the Fund dropdown, so you add a new one from there instead of a separate settings screen.
Open any record that has a Fund field, such as a contribution.
Open the Fund dropdown.
Select Manage List.
Add the new fund and save.
Only administrators see Manage List, so ask an admin if you don't see this option.
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.