Use of Sub-funds, Affiliate/supporting Org & Campaigns

LornaSandberg

I am from the Saskatchewan Community Foundation in Canada.

I’m trying to pull together guidelines as to when we would permit (or advise) a donor or charity to create a sub-fund, and when we would instead steer them instead to using the CSuite Affiliate/Supporting Group feature, or track contributions through Campaigns.

We’ve been fielding more requests for sub-funds, and it’s time to get more organized in our approach. When do sub-funds, we include this information in the Deed of Gift, so we are clear as to the separate tracking and the default fund where contributions go that are unnamed. it’s a fund that is designed to serve 2 or fund purposes, each with its own independent accounting, but established with the same Deed of Gift. I just need to my head wrapped around guidelines for better communication and administration.

if you have advice/documents/best practices, that would be greatly appreciated!