Funds
A Fund is a targeted fundraiser: a precise goal, a customizable public page, a link to share. Your donors see the progress in real time and can contribute in seconds — Unisoft records the payments, updates the gauge, and automatically issues the tax receipts.
A Fund captures three key elements:
- What you are collecting for (renovation, purchase, project, solidarity action)
- How much you want to reach (quantified goal, or open collection)
- How donors access it (public link, QR code, iframe)
You keep control over the content (text, image, video, buttons), tax aspects (automatic tax receipt), accounting destination (budget Booklet), and lifecycle (pause, cancellation, archiving).
What do you want to do?
Before starting: fund vs other collection tools
The choice of the right tool depends on the nature of the collection: one-off project, individual commitment, marketing operation, or event cycle.
| Tool | When to use it | Key difference |
|---|---|---|
| Fund | One-off targeted project with quantified goal (renovation, equipment, solidarity action) | Collective and aggregated collection, single public page, progress gauge |
| Donation pledge | A donor commits by name to give a sum | Individual commitment, tracked by contact, possible follow-up |
| Campaign | Marketing operation with personalized multi-channel messages | Sender tool (sends, segmentation), not a public page |
| Event Journey | Cycle of linked events (Shabbat, holidays, course series) | Multiple chained sessions, not a single quantified goal |
A Fund can be attached to a marketing campaign: the campaign distributes, the Fund collects.
Useful concepts
Lifecycle overview
The transition to Completed is purely informative: payments can continue after the goal is reached (an overshoot is often desirable).
Detailed sections
Set up
- Create a fund — complete form, collapsible sections
- Customize the public page — image, video, content, buttons
- Multi-currency fund — collect in multiple currencies
- Smart fund — linked to a monthly budget
Distribute
- Share a fund — short link, QR code, iframe
Track and manage
- Track a fund — table, tabs, search, filters
- Manage the lifecycle — pause, cancellation, archiving