About funds 💰

Many organizations rely on donation designations (funds) to allocate incoming donations to the right place, allowing donors to directly support specific areas of need that matter to them most. Add your funds at the account level, and they will be enabled as an option on all your Givebutter campaigns.

Donors will be able to select from a dropdown on your campaigns accordingly. You can set a fund to be selected as the default for any campaign (donors can modify this if they want to). You can also hide all funds on specific campaigns, but you cannot hide select funds on campaigns, or otherwise limit which funds are displayed on specific campaigns..

Using funds doesn't separate the donations within your payout account. It adds a label to each donation so you can designate its use within your internal bookkeeping. We recommend exporting your fund information for this purpose.

At the campaign level ✏️

Under the Tools tab of each campaign, you can choose whether or not you'd like all funds to be displayed in the checkout flow, as well as select a default fund for the campaign.

If you select a default fund for a specific campaign, it'll be pre-selected in the checkout flow, but it can be changed by the donor.

Add funds ➕

In your Givebutter Dashboard, click on Settings in the left-hand menu bar.
Click on Account, then click Funds.
Click on the + Add New button.
Enter a fund name and optional internal code (limited to 16 characters), then click either Create and add another or Create and close.

Edit and delete funds ⚙️

Find your fund list by going to Settings in the left-hand menu bar, then Account.
Click on Funds.
Click on the three dots (...) next to the fund you want to edit or delete.
Choose Edit Fund or Delete Fund in the pop-up.

You can also reorder funds in the checkout flow by using the grey up and down arrows on the left side of the fund names.

View and export totals 🔍

If you want to view fund totals to date across all campaigns on your account, head to the Funds page under Settings > Account. Under the Raised heading, you'll see totals for each fund, as well as the number of supporters.

If you want to view or edit the fund for a specific transaction, locate the transaction in your Transactions page. (You can search for the donor's name or the reference number.) Click on the transaction, and a sidebar will open on the right side of the page. The fund designation will be shown under Funds & Credit.

Exporting funds to CSV 📁

If you want to download a copy of your fund totals, the fund export is an excellent way to keep your data organized.

In your Givebutter dashboard, click Settings in the left-hand menu bar, then Accounts.
Click on Funds in the sub-menu.
Click on the Export button, then click the blue Export button on the next screen.
You'll be sent an email to the email address you're logged in with. Sometimes the email can take a few moments to generate. When it arrives, click the Download button in the email, and it will prompt a download of the export file.

For security, you must be logged into Givebutter to download the CSV export.

If you can't locate the file, check your Downloads folder and desktop. You'll need to open the CSV file in an app that can open spreadsheets, such as Excel, Numbers, or Google Sheets.

The CSV export contains:

Fund ID
Fund Code (if one was created)
Fund Name
Total amount raised
Total supporter count
Date of fund creation

If you are trying to export a list of transactions (ie. to get a list of donations designated to each fund), you'll want to export a transactions export instead! A funds export will only include the information above – it does not detail each transaction.

FAQ 🤔

What happens to the designated donations when a fund is deleted?

Deleted donations made in the past will be removed from that fund. The designation will be deleted if the fund label itself is deleted, and the fund will not appear for future donors to select. The fund information will not appear in exports.

Can I customize which funds are displayed on specific campaigns?

Unfortunately, not all funds will be active on all campaigns. You can manually disable the entire fund selection on specific campaigns, but you cannot specify which funds are displayed on specific campaigns. Please see the feature request for customizing fund designations at the campaign level and add a vote if you'd like to see this in the future!

Is there an option for internal or private funds / donation designations?

Not at this time—if you create a fund, it'll be visible to the public in the checkout flow. Please see the feature request for internal (private) fund designations and add a vote if you'd like to see this in the future!