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

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