Instructions to create a new fund
In Vision2, funds are used in two ways:
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As a direct giving opportunity
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Associated with every other designation type for reporting purposes
Steps to create a new fund
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Login to the V2 admin portal and navigate to: Finance > Designations > Funds
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Click the Add a new Fund button
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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
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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
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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
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Leave the Giving Basket Category Name text box empty (this functionality is no longer used)
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In the Designation Code text box, provide a unique, short code to be used internally for offline gift entry
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In the Designated AccountSegment text box, provide your general ledger code
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In the Fund Account Segment text box, provide your general ledger code
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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
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Click the Upload tab
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Search for and select the image you need
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Click the Save button
If the image has been uploaded to your library
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On the Library tab, click the image you wish to use and then click the Use Selected Photo button
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When finished creating your fund, click Save & I’m Done