Locate a Fund Record

When donations are made to your organization, they can be designated to a specific fund. To view these records, you can locate and open a fund record in Aegis CRM.

1. Enter either the Fund ID or Name of the fund. You can mark the Include Inactive checkbox to search records that are identified as inactive.
2. Click Find Funds.

When multiple records are found, you can sort the results based on the column headings and click Edit to make changes to the fund record.

• The ID column displays the fund ID.
• The Name column displays the name of the fund.
• The Description column displays the description of the fund.
• The Goal column displays the dollar amount to raise for the fund.
• The Tax Deductible checkbox determines whether the fund is tax deductible.
• The Restricted checkbox determines whether the fund is restricted.
• The Active checkbox determines whether the fund is active.
• The Gift in Kind checkbox determines whether the fund is associated with gift in kind donations.