Setting Up a New Fund / Editing a Fund

Fund Summary and Fund Detail Report Fund Summary 1. Date filtering options are shown by clicking on the down arrow. 2. Fund dropdown will now include the full Fund Name. 3. The report can be d...

Fund Setup To set up a new Fund, if the User has appropriate permissions, the User will go to “Create New” within the menu screen and click on Fund:   This will open the New Fund Setup screen where the User will ente...

Fund Maintenance To edit an existing Fund, the User can search for the Fund Name or Fund Number in the top search bar:                                 ...

Updating Investment Allocation   The Investment Allocation for a Fund is controlled according to the models selected on creation. To edit or review these models in the Fund profile, go to the section titled “Accounting”.   I...

Closing a Fund   Prior to closing a Fund , you must decide whether to run a Fund closing fee to ensure that the Fund holds enough money to cover the final fee that will be assessed. To maintain a fixed balance in the Fund that is not s...

To provide as much flexibility as possible, FoundationHub allows contacts to be linked to Funds in many ways. There is no limit to the number of contacts that can be linked to a Fund (for example, for a Supporting Org, you could link all the B...

Linking Contacts to Funds To provide as much flexibility as possible, FoundationHub  allows people to be linked to Funds in many ways. There is no limit to the number of people that can be linked to a Fund (for example, for a Supporting Or...