Organizations may set up specific funds or giving funds as a means of tracking all the donation activity that is directed for a specific purpose. In some cases, individuals (or organizations) may be associated with that purpose. For example, the relationship can be a recipient of monies that were donated to that fund or be the party responsible for directing how those monies are invested or spent.  

NOTE: This feature is only available in The Raiser's Edge Enterprise version.
 

In The Raiser's Edge Enterprise version 7.81 and above:

  1. Open the appropriate fund
  2. On the Relationships tab, select Individuals or Organizations in the tree view, depending on the type of relationship to add
  3. Click New Individual Relationship or New Organization Relationship
  4. On the New Individual (or Organization) Relationship for [Fund Name] screen in the Individual (or Organization) field, click the binoculars
  5. Search for and select the appropriate record
  6. Enter all other appropriate information for the relationship
  7. Save and close the relationship
  8. Save and close the fund 

OR

  1. In Records, click Constituents
  2. Open the appropriate constituent record
  3. On the Relationship tab, select Funds in the tree view
  4. Click New Fund Relationship
  5. On the New Fund Relationship for [Constituent Name] screen in the Fund field, click the binoculars
  6. Search for and select the appropriate fund
  7. Enter all other appropriate information for the relationship
  8. Save and close the relationship
  9. Save and close the constituent 

In versions 7.80 and prior of The Raiser's Edge 7:
  1. Create a constituent attribute with a category name that references the fund, such as Endowment Fund Contact
  2. Add the attribute to the appropriate constituents