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- I want to begin recording Contributions. How do I add a Fund into Membership PLUS?
  - A fund is a sum of money or other resources designated for a particular purpose. The use of funds lets your organization track your members’ desire for how the money they give to your organization is to be used.
You will use the Funds module to record and view information about the funds that your organization uses to track pledges and contributions.
To add a fund:
- In Membership PLUS click Financials.
- Select Funds.
- Click the Add
 button at the top of the screen.
- Enter the Name of the fund. Such as, Building Fund, Tithes and Offering, etc.
- Enter the Fund #. This is just an identifier for the fund.
- Select the option for Tax Deductible if the contributions made to your organization will be tax-deductible for the members who make them.
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The default can be overridden for specific contributions as they are entered. |
- Select the option Active Fund if the fund is currently one that members can give to.
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Many funds have a "life" or a time span during which your organization is actively raising money for the fund's purpose. If you have a New Building Fund, for example, this fund may not be needed after the new building is erected. Other funds, such as your Operations Fund, have an ongoing purpose.
You can distinguish between active and inactive funds to prevent data entry errors such as continuing to apply contributions toward funds whose active life is over. |
- Enter any appropriate Notes for the Fund.
- Click the Save
 button at the top of the screen.
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If you are using Membership PLUS Deluxe and have entered your Chart of Accounts, see Knowledge Base Article 23531 on How to Link Funds to Income Accounts. |
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Membership Plus
Windows
11
