The Funds dataset houses information associated with funds that the advancement office manages. Storing funds as their own entities within Slate allows multiple data points such as accounting information, fund contacts, etc., to all be maintained together.
The Fund dataset is then linked to the funds field to tie gifts and funds together for reporting purposes. The Funds dataset has purposefully not been populated with many fields as each institution chooses to store different data points. Commonly added fields do include those to store information related to:
- Benefits
- Accounting
- VSE reporting
- Fund details such as start/end dates
Most Commonly Added Custom Funds Fields:
| Free Text | Prompt | Bit Prompt |
|---|---|---|
| Fund ID Fund Name Fund Account Code Benefits Account Code Benefits Chart of Accounts Code Benefits Fund Code Benefits Index Code Benefits Organization Code Benefits Program Code Chart of Accounts Code Fund Index Code Online Giving Title Organization Code Program Code Start Date End Date |
Available in Online Giving |
Status Fund Agreement |