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Funds (Pro)

This guide explains how to manage funds in Growfund Pro. The fund management system allows you to organize donation campaigns into funds for better organization and reporting.

Overview​

The fund management system is a Pro feature that allows you to create and manage funds to organize donation campaigns. Funds help you organize campaigns by cause, purpose, or category, making it easier to track performance and manage donations.

Note: Fund management is available in Growfund Pro. The free version does not include fund management features.

Fund Management​

Accessing Funds​

  1. Navigate to Funds

    • Go to Growfund > Funds
    • View all funds
    • Filter and search funds

  2. Fund List

    • View all created funds
    • See fund status and activity
    • View fund performance metrics

Creating Funds​

  1. Navigate to Funds

    • Go to Growfund > Funds
    • Click Create Fund button

  2. Fund Information

    • Enter fund name
    • Write fund description
    • Upload fund image (optional)
    • Set fund category (optional)

  3. Fund Settings

    • Set fund visibility
    • Configure fund settings
    • Set fund target amount (optional)
    • Configure fund options

  4. Save Fund

    • Click Create Fund
    • Fund is created and ready for campaigns

Fund Profile​

Fund profile includes:

  • Fund Information: Name, description, image
  • Campaigns: Campaigns assigned to fund
  • Donors: Donors who contributed to fund
  • Performance: Fund performance metrics
  • Analytics: Fund analytics and reports

Assigning Campaigns to Funds​

Assigning Campaigns​

  1. Navigate to Campaign

    • Go to Growfund > Donations
    • Select a campaign
    • Click Edit

  2. Assign to Fund

    • Find "Fund Assignment" section
    • Select fund from dropdown
    • Or create new fund

  3. Save Assignment

    • Click Update Campaign
    • Campaign is assigned to fund

Fund Campaign Management​

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Campaigns tab

  2. View Campaigns

    • View all campaigns in fund
    • See campaign performance
    • Manage fund campaigns

  3. Add Campaigns

    • Click Add Campaign
    • Select campaigns to add
    • Save assignment

Fund Performance​

Viewing Fund Performance​

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Overview tab

  2. View Performance Metrics

    • Total fund revenue
    • Number of campaigns
    • Number of donors
    • Average donation amount
    • Performance trends

Fund Metrics​

  • Total Revenue: Total funds raised for fund
  • Campaign Count: Number of campaigns in fund
  • Donor Count: Number of unique donors
  • Average Donation: Average donation amount
  • Performance: Fund performance trends

Fund Analytics​

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Analytics tab

  2. View Analytics

    • Revenue trends over time
    • Campaign performance
    • Donor analysis
    • Performance comparisons

Fund Details​

Fund Overview Page​

Fund overview page displays:

  • Fund Information: Name, description, image
  • Performance Metrics: Total revenue, campaign count, donor count
  • Campaign List: Active campaigns in fund
  • Recent Donations: Recent donations to fund
  • Performance Charts: Revenue and donation trends

Fund Campaigns​

View and manage fund campaigns:

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Campaigns tab

  2. Campaign List

    • View all campaigns in fund
    • See campaign performance
    • Filter campaigns by status

  3. Campaign Management

    • Add campaigns to fund
    • Remove campaigns from fund
    • Manage campaign assignments

Recent Donations​

View recent donations to fund:

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Donations tab

  2. Donation List

    • View recent donations
    • See donation details
    • Filter donations by date

  3. Donation Details

    • Donor information
    • Donation amount
    • Campaign information
    • Date and time

Fund Donors​

Viewing Fund Donors​

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Donors tab

  2. Donor List

    • View all donors to fund
    • See donor contribution amounts
    • View donor activity

  3. Donor Details

    • Donor information
    • Total donated to fund
    • Campaigns supported
    • Donation history

Donor Management​

  • View Donors: View all donors to fund
  • Donor Analytics: View donor analytics
  • Donor Communication: Communicate with donors
  • Donor Reports: Generate donor reports

Fund Management​

Editing Funds​

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Edit

  2. Update Fund

    • Modify fund information
    • Update fund description
    • Change fund image
    • Update fund settings

  3. Save Changes

    • Click Update Fund
    • Changes are saved

Fund Settings​

Configure fund settings:

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Settings tab

  2. Configure Settings

    • Fund visibility
    • Fund target amount
    • Fund options
    • Fund permissions

  3. Save Settings

    • Click Save Changes
    • Settings are applied

Fund Visibility​

Fund visibility options:

  • Public: Fund is visible to all users
  • Private: Fund is visible only to admins
  • Restricted: Fund is visible to specific users

Fund Reports​

Generating Fund Reports​

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Reports tab

  2. Select Report Type

    • Revenue reports
    • Campaign reports
    • Donor reports
    • Performance reports

  3. Configure Report

    • Select date range
    • Choose metrics to include
    • Set report format

  4. Generate Report

    • Click Generate Report
    • Report is generated
    • Download or email report

Report Types​

  • Revenue Reports: Detailed revenue analysis
  • Campaign Reports: Campaign performance reports
  • Donor Reports: Donor analysis reports
  • Performance Reports: Fund performance reports

Fund Organization​

Organizing Campaigns by Fund​

Funds help organize campaigns:

  1. Create Funds

    • Create funds for different causes
    • Example: "Education Fund", "Health Fund", "Emergency Fund"

  2. Assign Campaigns

    • Assign campaigns to appropriate funds
    • Organize campaigns by purpose

  3. Track Performance

    • Track performance by fund
    • Compare fund performance
    • Generate fund reports

Fund Examples​

Common fund types:

  • Cause-Based Funds: Organize by cause (Education, Health, Environment)
  • Project-Based Funds: Organize by project type
  • Geographic Funds: Organize by location
  • Time-Based Funds: Organize by time period (Annual, Quarterly)

Fundraisers and Funds​

Assigning Fundraisers to Funds​

  1. Navigate to Fund

    • Go to Growfund > Funds
    • Select a fund
    • Click Fundraisers tab

  2. Assign Fundraiser

    • Select fundraiser from dropdown
    • Assign fundraiser to fund
    • Save assignment

  3. Fundraiser Management

    • View fundraisers assigned to fund
    • Manage fundraiser assignments
    • Track fundraiser performance

Best Practices​

Fund Management​

  • Clear Organization: Organize funds clearly
  • Consistent Naming: Use consistent naming conventions
  • Regular Updates: Update fund information regularly
  • Performance Tracking: Track fund performance regularly

Campaign Assignment​

  • Strategic Assignment: Assign campaigns strategically
  • Fund Alignment: Align campaigns with appropriate funds
  • Clear Purpose: Ensure fund purpose is clear
  • Regular Reviews: Review fund assignments regularly

Fund Performance​

  • Set Goals: Set performance goals for funds
  • Track Metrics: Track fund performance metrics
  • Regular Reports: Generate regular fund reports
  • Performance Analysis: Analyze fund performance regularly

Note: Fund management requires Growfund Pro. This feature helps you organize and manage donation campaigns effectively.