Set up funds window

Fund Codes

Lists all currently defined fund codes.

Fund

Designates the currently selected or the new fund code.

Name

Designates the full name of the organization or fund.

Invoice/Receipt Address

Designates the mailing address of the fund.

Logo

Designates the fund's logo that will be used on reports that include the logo.

Letterhead like Single Line Address

Designates the fund's letterhead if it is a single line address line.

Interest Code

(optional) Enter the interest codes associated with the fund.

Taxation Method

Designates the taxation method used for this organization/fund. Choose one of the following options:

• Default - Uses the default taxation method defined in system setup.
• Canadian - Uses the Canadian taxation method. This method requires the following additional fields:
  • Tax Authority - The Canadian tax authority.
  • GST/HST Remittance # - The GST/HST Remittance number.

Note: Canadian taxation (see Canadian Taxation (GST and HST)) requires additional configuration.

Registration Number

(optional) Designates the registration number associated with the fund. The registration number is used with the Fundraising receipting function.

To designate your organization as a fund

1. Select File > System Setup to open the System Setup window.
2. Click the Organization Names button to open the Organization Names window.
3. Select an item from the Org Codes list.
4. Click Edit.
5. Check the Is Fund checkbox.
6. Enter the Registration Number associated with the organization if applicable.
7. Click Save.