Smart fund

Pour :Administrateur

The smart mode exists in the database and the backend knows how to calculate a recurring monthly goal. However, the activation toggle is not yet available in the Fund creation interface of the backoffice.

If you want to enable a Fund in smart mode today, contact Unisoft support: the team can manually enable the mode on an existing Fund.

The rest of this page describes what the smart Fund does once enabled, so that you can judge if it corresponds to your need.

A smart fund (smart mode) is a Fund without fixed goal: its target amount is automatically recalculated each month according to a recurring budget (rent, electricity, team salaries). Ideal for transforming a one-time appeal into a permanent financing mechanism.

The problem it solves

A classic Fund targets a one-off project: renovate a hall, buy a Sefer Torah. Once the goal is reached, it's over.

But a synagogue also has recurring expenses: 3,500 € of monthly rent, 800 € of electricity, salaries of the rabbi and the choir. With a classic Fund, you would have to create a new one each month (and communicate it again, and reproduce the image and content, etc.). The smart mode automates this.

How the smart mode works

1. 1

   In month 1, the goal is defined

   You indicate for example: monthly goal = 5,000 € (all fixed expenses combined).

2. 2

   The gauge fills up as it goes

   The payments received feed the current month's gauge.

3. 3

   At the beginning of the next month, the gauge resets

   The new monthly goal is applied (equal to the previous one, or adjusted if you have modified the Fund). The gauge starts again at zero (or at the value of the monthly margin if configured).

4. 4

   The Fund never moves to «Completed»

   Unlike a classic Fund, a smart fund remains perpetually In progress. The "Completed" status is not applicable.

Enable the smart mode

The activation of the smart mode is not exposed in the form for creation/edit of a Fund in the current version of the backoffice.

1. 1

   Create the Fund normally

   First create the Fund as a classic Fund with quantified goal: the smart mode only makes sense with a goal (which will be reinterpreted as a monthly goal). See Create a fund.

2. 2

   Contact Unisoft support for activation

   Request the activation of the smart mode on the relevant Fund. Support toggles the corresponding technical field and the Fund immediately takes on the behavior described below.

3. 3

   Configure the public page normally

   Everything else (image, video, buttons, content, multi-currency) works identically to a classic Fund. The possible margin is configured at the same place as for a standard Fund (Management options section of the creation form).

The Margin field is at the same place as for a classic Fund (Management options section of the creation form). In smart mode, this field is disabled in the interface: its value is managed by the system and support during activation. Once the Fund is in smart mode, the margin acts as a monthly margin (offset applied to each new month) rather than as a single offset at launch.

When to use a smart fund

Use case	Why smart
Monthly rent of the synagogue	Recurring expense, stable amount month after month
Salaries of the permanent team	Regular commitment, continuous communication
Monthly maintenance costs (cleaning, garden)	Natural 30-day cycle
Monthly rabbinical support	A subscription presented as "contributing to the month's expenses"
Permanent fund without targeted project	Donor who wants to support without specific allocation

When not to use a smart fund

Case	Prefer
One-off project (hall renovation)	Classic fund with fixed goal
One-time purchase (Sefer Torah)	Classic fund
Annual gala	Classic fund or event journey
Targeted marketing campaign	Campaign + associated Fund

Monthly margin vs classic cosmetic margin

Two concepts not to confuse:

Margin type	Effect	When to use
Cosmetic margin (classic Fund)	Offsets the gauge only once at launch	Give a starting effect to a one-off project
Monthly margin (smart fund)	Adds the offset each month	Maintain a recurring starting effect

Both are purely visual: no accounting entry, no impact on exports.

Differences with a classic fund

Aspect	Classic	Smart
Goal	Fixed, defined at creation	Monthly, recurring
"Completed" status	Yes, when goal reached	Never
Gauge reset	None	On the 1st of each month
Lifecycle	Launch → reaching → archiving	Permanent (except manual pause/archiving)
Typical case	One-off project	Recurring expenses
Margin	Cosmetic single	Monthly

Tax receipt in smart mode

The tax receipt behavior in smart fund follows the standard rules of the module: one receipt per payment received (if the Tax receipt option is enabled on the Fund). To date, there is no monthly aggregated recap specific to the smart mode.

To understand the rules for issuing and grouping tax receipts, see Tax receipts.

Concrete example: permanent fund

You want to create a donation page for the operating fund of the synagogue. Target expense: 3,000 € / month (rent + small fees).

1. 1

   Create the Fund with goal

   • Name: Support the operating fund
   • Mode: With goal
   • Goal: 3000 (will be interpreted as monthly goal once smart mode is enabled)
   • Tax receipt: Enabled
   • Booklet: Operating Fund
2. 2

   Request smart mode activation

   Contact Unisoft support to enable the smart mode on this Fund. You can take the opportunity to request the implementation of a monthly margin (e.g., 15% so that the gauge starts at 450 € on the 1st of the month).

3. 3

   Cared-for public page

   • Image: interior photo of the prayer room
   • Video: message from the rabbi on the importance of regular donations
   • Buttons: 36 €, 100 €, 180 € (with "per month" label)
   • Content: transparent explanation of fixed expenses
4. 4

   Permanent distribution

   Short link added in the email signature of all administrators, QR code displayed in the hall, iframe embedded on the "Support" page of the institutional site. You don't touch this Fund for the year: it lives on its own.

Link with the Budget module

A smart fund is very often attached to a dedicated budget Booklet, which allows:

• Seeing month by month the collected amount vs the committed budget
• Measuring the coverage rate of expenses by free donations
• Anticipating the deficit months (summer, holiday periods with little attendance)

See the Budget module for the implementation of a tracking Booklet.

To go further, encourage regular donors of your smart fund to become subscribers via the Recurring payments module. An automatic monthly card donation = predictable income for the fund.

To remember

• smart mode = recurring monthly goal, gauge reset each month
• Activation currently manual via Unisoft support (toggle not yet exposed in the creation form)
• Ideal for recurring expenses (rent, salaries, operating)
• Never moves to "Completed" status
• The margin acts as monthly margin (cosmetic offset applied to each new month)
• Tax receipt: standard behavior (one receipt per payment), no monthly recap
• Often combined with a dedicated budget Booklet for tracking
• Compatible with Recurring payments for automatic donations