Fund Types and Consolidation
Fund types in Salesforce have been updated and consolidated. This is because over the years some fund types are no longer used, new types have been introduced, or the workflows and reporting requirements are common across multiple fund types.
The following table illustrates how the old and new fund types are configured and mapped/related to each other:
| Previous | New | Notes |
|---|---|---|
| Giving | DAF Mid-Term (or) DAF Long Term | |
| Purpose | Strategic Programs | |
| Projects | Projects | No change |
| All “E” and “L” prefixed Legacy | Legacy DAF | To be inserted after system GO LIVE |
| All “F” prefixed Legacy | Strategic Programs | |
| Collaboration | Collaboration | |
| Internal | Internal | May be reclassified after system GO LIVE |
| General | General | Operations funds |
| All “C” prefixed Change Capital | CC DAF (Change Capital Donor Advised Fund) | To be inserted after system GO LIVE |
| Fee for Service | Fee for Service |