How to Add a Fund

1) Click on Settings in the upper right-hand corner of the screen.

2) Click on ‘Funds’ under Gift Settings.

3) Click on ‘Add Fund’.

4) Enter the corresponding information for your fund. Anything with a red asterisk (*) is required in Eleo, while all other fields are optional.

a. Name: the code that represents a specific place (Ex. a bank account) where donations are held for a specific project, program, or general usage for the nonprofit.

b. Description: details about this fund.

c. Goal: the fundraising target for this fund.

d. GL Account: the General Ledger account for this fund, which is used for Accounting/Bookkeeping purposes.

e. Active: whether this fund appears as an available option to use in gift entry, Gift Search, Web Forms, and other parts of the database.

5) Click on ‘Save’ when you have completed entering your information.