Add Giving Funds (Contribution Categories)

To track donor contribution history, one of the first things you'll want to do is setup your Giving Categories (Funds).

  1. In the header, click on the Gear Icon then click Settings.
  2. Next, click on the Giving Tab
  3. Click Giving Options & Categories



The Giving Categories screen will appear (below). (If you're just beginning, only the General fund will appear. This can be deleted or changed).  

To add a fund, simply type the name in the Add a Category field and click Save




To re-order your Giving Categories, simply drag and drop a category using the double arrow icon to the left of the Category Name (below).




Note: The order you choose is mirrored on the Input Giving screen. For quicker entry, we often recommend placing the most commonly used category in the top-most position. 

Giving Category Options:

To modify Giving Categories, click on the gear icon to the right of the category name. The Category Options screen will appear (below).




Category Name: Modify the fund name. 

Active Checkbox: Uncheck this box if the fund is no longer used. It will appear under the Inactive Categories heading on the Giving Categories Screen for historical purposes.

Tax Deductible: Select if a fund is qualified to be tax deductible. 

  • Note: Should you need, you can display both tax-deductible and non-deductible contributions on a Giving Statement

Delete: Before you can delete a fund, all previous contributions associated with that fund must be assigned to a new fund. 


Important: The Giving Categories in People are totally separate from the funds setup in our Giving software. This allows you to more granularly categorize donations for accounting purposes within your People software. 

For funds to dynamically import (sync) from Giving to People, you'll need to map (match) your Giving & People funds



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