Fund Relationships

Anne Smith

Can anyone tell me how you use Fund Relationships and can you run reports from them?

Don Burrhus

@Anne Smith We use them to connect specific Funds to specific Donor Contacts (Constituents). The relationship is populated with the reciprocal “Stewarded Fund” and may also have an end date if the person WAS a Donor Contact for a fund. These connections are critical in running our annual reports regarding the Funds.

Anne Smith

@Don Burrhus Thank you Don, that helps.

Christine Robertson

@Anne Smith I've primarily seen Fund Relationships used for Scholarships and Stewarded Funds (like @Don Burrhus mentioned).

Reports really depend upon what you want to track. You can identify all Fund Relationships via Query. If you have a specific example of what you need in a report, it would be easier to speak to that.

Terri Nackid

@Anne Smith
We use them as a way to track donor recognition with relationships to individuals. But, those fund relationships don't seem to be able to be seen in webview. Now, we are migrating all of that information into a different format so that it will be useable by gift officers who only work in webview.

Devan Bessinger

@Anne Smith Our organization functions like a community foundation. We have over 14,000 funds in RE, and we're the beneficiary of less than 100 of those. We use fund relationships to record who is the beneficiary of a fund. We also use fund relationships to track who the donor was that originally established each fund. We use them for tracking some other things as well, but these are the primary uses. We do use those relationships in a variety of ways for reporting, mailings, etc.

Becky Wise

@Anne Smith
We use fund relationships for stewarding and sending student appreciation letters. We have one relationship type that indicates the constituents get the student letters and another to indicate that they also get annual stewardship reports for their fund. Our development director has to go into the database to see those relationship types and take mailings-related actions. It is clunky, but gets the job done. These relationships are also used in exports and for identifying people to invite for events. The Fund exports have limited fields available.

Teri Fields

@Terri Nackid can you elaborate on “migrating to a different format…”? Our fundraisers would love to be able to see Fund Relationships in a more usable format than database view.

Keleigh Allen

@Anne Smith
Because web view doesn't show fund relationships, we are working on setting up funds as organization records with the name of the fund and the ID the same as the Fund ID. Then we use the fund relationship to link to the Org fund record. We are then able to set up the relationship with the constituents who are donors, receive student thank yous, annual reports, etc. with the Org fund record. This also allows us to add actions, link pdfs of the annual reports and other communications sent regarding the fund.