About the Funds Page

Only users with DDM User access rights are allowed to access the DM Funds page. Access rights are set in the ParishSOFT Administration module. Each user can be granted or denied access to funds. If permission to a fund is granted, the user sees the name of the fund in the Fund dropdown lists throughout the application. 

In Development Manager, a fund is a repository for monies collected or to be collected for a specific financial purpose. In your organization's Chart of Accounts, a fund identifies the account to which your organization records and tracks financial gifts and pledges. An organization can have any number of funds, each for a specific financial purpose. For example, funds can be created to support church building and repair projects, scholarships, relief services, and the training of seminarians and lay ministers, to name a few. 

A fund record contains detailed information about a fund, including its name or description, name of the organization owning the fund, account number, and dates, to name a few. For more information about a fund record, go to Fund Record.

The information icon  appears to the right of the Search box. Place your mouse on the icon (without clicking) to see what type of information you can search for using the Search box.

You can search for a single fund by typing its name into the Search box. You can type the full name or just few characters of the name into the box. Then, click  to start the search. The list refreshes to show you the names of funds matching your search criteria. For example, if a fund is named "Annual Fund 2009," a search for "Annual," "nua," or even just the letter "l" will produce matches. After entering your text, click  to start the search.

Opens the Manage Permissions by Member window where you can view a list of staff members in your organization and grant them permissions to specific funds. For step-by-step instructions, go to Granting or Denying Permissions to a Fund on a Per-Staff Basis.

Generates an All Funds List report (Excel file). This report lists all of the funds in your organization that match your filter criteria.

Opens the Fund Details page where you can create a new fund record and add it to your database. To view explanations of the fields in the fund record, go to Fields in the Fund Record.

Opens and closes the Filters panel.

Specify the sort order of your results:  

• Ascending: sorts alphabetic content from A to Z and numeric content from 0 to 9 (lowest to highest).
• Descending: sorts alphabetic content from Z to A and numeric content from 9 to 0 (highest to lowest).

Select the desired field in the fund record on which to sort results:

• Fund Name: name of fund.
• Fund ID: unique number that identifies the fund in your system.
• Account Number: account number associated with the fund in your organization's chart of accounts.
• Start Date: date the fund begins accepting gifts (as specified in the Start Date field in the fund record). 
• End Date: date the fund stops accepting gifts (as specified in the End Date field in the fund record). 
• Tax Deductible: funds whose gifts are tax deductible.

Select Yes to show funds that accept tax-deductible gifts. Select No to show funds that do not accept tax-deductible gifts.

 Tax-deductible gifts are included in the end-of-year Contribution Detail Statements. If desired, non-tax-deductible gifts can also be included in Contribution Detail Statements.

• Select Yes to find funds that have shortfall payments for parishes that miss their goal.
  
• Select No to find funds that do not have shortfall payments for parishes that miss their goal.

• Select Yes to find funds that refund parishes that exceed their goal.
• Select No to find funds that do not refund parishes that exceed their goal.

Enter the refund percentage amount in the field to find only those funds that match that percentage amount.

Enter the date (specified in the fund record) that the fund begins accepting gifts. Click  and select a date from the calendar. Alternatively, type the date in mm/dd/yyyy format into the field.

Enter the date (specified in the fund record) that the fund stops accepting gifts. Click  and select a date from the calendar. Alternatively, type the date in mm/dd/yyyy format into the field.

Lets you filter the funds grid to show active and/or inactive funds. The filter has three settings:

• Blank (the default view): the grid includes both active and inactive funds.
  
• Yes: the grid includes active funds only. An active fund is one that has the Fund is Active checkbox selected in Fund Details.
  
• No: the grid includes inactive funds only. An inactive fund is one with the Fund is Active checkbox deselected in Fund Details.

Name of the fund. Clicking the link takes you to the fund's record where you can view its details.  

Name of the organization that created and owns the fund.

Number of the account associated with the fund in your organization's chart of accounts. For example, if your organization uses ParishSOFT Accounting, Quickbooks, or any other accounting software to manage its finances and accounting, this is the number of the account mapped to the fund.

The date the fund begins accepting gifts.

The date the fund stops accepting gifts.

Displays how designations (split contribution amounts) to the fund are expressed: in Dollars or Percents.

Specifies whether the fund accepts tax-deductible gifts. If the checkbox is selected, the fund accepts tax-deductible donations.

Specifies whether the fund has shortfall payments for parishes that miss their goal. If the checkbox is selected, the fund has shortfall payments.

Specifies whether the fund refunds parishes that exceed their goal. If the checkbox is selected, parishes that exceed their goal receive a refund. 

Shows the amount refunded to parishes that exceed their goal.