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:
- Open the appropriate fund
- On the Relationships tab, select Individuals or Organizations in the tree view, depending on the type of relationship to add
- Click New Individual Relationship or New Organization Relationship
- On the New Individual (or Organization) Relationship for [Fund Name] screen in the Individual (or Organization) field, click the binoculars
- Search for and select the appropriate record
- Enter all other appropriate information for the relationship
- Save and close the relationship
- Save and close the fund
OR
- In Records, click Constituents
- Open the appropriate constituent record
- On the Relationship tab, select Funds in the tree view
- Click New Fund Relationship
- On the New Fund Relationship for [Constituent Name] screen in the Fund field, click the binoculars
- Search for and select the appropriate fund
- Enter all other appropriate information for the relationship
- Save and close the relationship
- Save and close the constituent
In versions 7.80 and prior of The Raiser's Edge 7:
- Create a constituent attribute with a category name that references the fund, such as Endowment Fund Contact
- Add the attribute to the appropriate constituents