Funds and restricted giving

Funds let you tag every donation with a designation - General Fund, Building Fund, Scholarship Fund, Memorial Fund, etc. - so you can report on restricted balances accurately.

Setting up funds

Funds are created inline on the Funds tab (Donations > Funds, /funds) - click + New Fund. Each fund has:

• Name - what donors and reports call it.
• Fund type - Unrestricted, Temporarily Restricted, or Permanently Restricted.
• Goal amount - an optional fundraising target.
• Active - inactive funds stop appearing in the donation form's fund picker, but historical donations keep their designation.

Designating a donation

When recording a donation, the Fund dropdown lists your active funds. Donation forms can also present fund choices to donors so they can self-designate.

Reporting

The Funds tab shows each fund with its type, goal amount, and current balance from the donations designated to it. This is a designation-tracking view for reporting on restricted giving - Tormano is not a general ledger, so it doesn't post expenses or journal entries against fund balances.