Record Fundraising Activity Directly in Your Accounting System

One of the biggest advantages of Fund EZ Fundraising is its integration with Fund EZ Accounting.

When accounting integration is enabled, fundraising transactions automatically create the appropriate accounting entries. There’s no need to record the same transaction again in another system.

How Fundraising Transactions Flow into Accounting

• Monetary Gifts: Automatically create cash-basis receipts in the General Ledger.
• In-Kind Gifts: Create General Journal entries.
• Pledges: Create Accounts Receivable invoices.
• Pledge Payments: Create Accounts Receivable cash receipts.
• Pledge Adjustments: Create Accounts Receivable credit memos.

Automatically Assign Funds, Accounts, and Cost Centers

Fund EZ can use campaign, appeal, and sub-appeal settings to determine the accounting information assigned to gifts and pledges.

For example, a campaign can determine the fund, an appeal can identify the program or cost center, and a sub-appeal can assign the revenue account.

These settings can be configured to match your organization’s accounting structure, reducing manual coding and helping ensure donations are recorded where they belong.

Integrated Financial Reporting

Because fundraising activity is recorded directly in the accounting system, transactions become part of the General Ledger, Accounts Receivable, financial reports, and applicable bank reconciliation processes.

Your fundraising and accounting teams can work from consistent financial records rather than maintaining separate sets of transactions.

Turn Fundraising Records into Useful Information

Fund EZ provides flexible tools for reviewing donations, pledges, donor relationships, and fundraising activity.

Donor and Giving Reports

• Review giving histories for individual donors and households.
• Analyze donations by campaign, appeal, and sub-appeal.
• Identify donors by giving level, relationship, or other recorded information.
• Review pledges and related payments.
• Track membership activity and renewal information.

Saved Views and Custom Reporting

Fund EZ Views allow you to select donors, gifts, or pledges using combinations of available fields.

Save these selections and reuse them for reports, exports, or mail merges. Views can reflect changes in your underlying data without requiring you to rebuild the report each time.

Donor Communications

Use Microsoft Word mail merge capabilities to prepare donor correspondence, including:

• Gift receipts and acknowledgements.
• Pledge acknowledgements and reminders.
• General donor mailings.
• Labels, envelopes, and correspondence.

Completed mail merges can also be recorded in donor interaction histories.

Excel Exports and Mailing Lists

Export selected information for additional analysis and maintain mailing lists for donor communications, including welcome letters and recurring newsletters.

Fund EZ helps you organize fundraising information and retrieve it when you need it.

Add Fundraising to Your Fund EZ Accounting System

Fund EZ Fundraising is an optional module that works directly with Fund EZ Accounting.

Whether you’re an existing Fund EZ customer or evaluating a new nonprofit accounting system, our team can help determine whether Fundraising fits your organization’s needs.

We can help you:

• Review your gift and pledge accounting requirements.
• Discuss donor management and reporting needs.
• Set up campaigns, appeals, and accounting assignments.
• Explore importing existing gift information.
• Review available training and implementation assistance.

Ready to connect your fundraising records with your accounting?

Contact our team to discuss pricing, ask questions, or schedule a demonstration.

Call Us Toll Free: 1-877-696-0900 (Sales)