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1. Open a new record from the Donor Advised Funds service.
2. Select the Donor Type.
   • A donor types can be either an Individual or a Corporation.
     
     
3. Specify a Name for the Donor Advised Fund record.
4. Specify the fund to which the donation has been initially allocated in the Fund field.
   • This identifies the Fund where the donor's contribution currently resides until it is allocated for other purposes in the future.
     
     
5. Enter the Manager, who is the employee who oversees this Donor Advised Fund.
6. If needed, modify the currency in which you want the Donor Advised Fund to be based in the Currency Type field.
   • When opening a new Donor Advised Funds record, the Currency Type field defaults to your organization's functional currency or the system's default currency if an organizational currency is not specified. You can modify the currency type as needed to create Donor Advised Funds in a different currency.
     
     
7. If an Individual Donor Type, specify the donor for the fund in the Donor field. If a Corporate Donor Type, specify the Donor Company and a contact person at that company.
8. On the General tab, specify the Date Launched, if different from today's date.
9. Specify an Expiration Date for the fund, if applicable.
10. Save the Donor Advised Funds record.
    • Note that the Threshold field and the fields on the Notifications tab do not drive system functionality by default. These fields are provided to be used in conjunction with Aptify's Process Pipeline technology to automate processes related to Donor Advised Funds. See the Aptify 5.5 Process Pipeline GuideSee Managing Process Pipelines for details.