In Vision2, funds are used in two ways:
As a direct giving opportunity
Associated with every other designation type for reporting purposes
Steps to create a new fund
Login to the V2 admin portal and navigate to: Finance > Designations > Funds
Click the Add a new Fund button
In the Name text box, type the name of the fund. Please note: if you add the fund to your promotion list, the name will be visible on your Giving Opportunities web page
In the Short Description text box, provide a sentence or two to help your donors understand the intent of the fund. Please note: if you add the fund to your promotion list, the short description will be visible on your Giving Opportunities web page
In the Long Description text box, provide a paragraph or two detailing the fund impact to your church or community. Please note: if you add the fund to your promotion list, your donors will see this information when they click the Learn More link on your Giving Opportunities web page
Leave the Giving Basket Category Name text box empty (this functionality is no longer used)
In the Designation Code text box, provide a unique, short code to be used internally for offline gift entry
In the Designated AccountSegment text box, provide your general ledger code
In the Fund Account Segment text box, provide your general ledger code
Under the Media section, click the Change Photo button under the Web Photo item. Please note: This photo will be visible on the Giving Opportunities web page and the Designation Details web page
If the image has not been uploaded to your library
Click the Upload tab
Search for and select the image you need
Click the Save button
If the image has been uploaded to your library
On the Library tab, click the image you wish to use and then click the Use Selected Photo button
When finished creating your fund, click Save & I’m Done