Revised 06/19/2026
Fund Connections are used to link a fund to related records, such as contacts, donors, or constituents. These connections can give us more information about the fund and its relationship to other records, and can also control key functionality - such as who receives printed fund statements or who is granted access to the fund through GOfund. This Knowledge Article covers setting up Fund Connections.
1. Click on Fund Connections tab
2. Click on New Connection
3. Search for a record to connect.
4. Select existing record from search
5. Search for the name of the connection role in As this role field and select. You will see standard options for Connection Roles here to choose from, but please note your organization may have custom Connection Roles set up as well.
Fund connections that have added functionality include:
- Donor Portal Access (GOfund) - see more information here GOfund Admin Guide - Fund Connections
- Fund Statement Recipient - determines number of fund statements that will be printed from Business Central when the One Per Statement Recipient toggle is on.
- Fund Statement Recipient, Donor List Email, Donor Portal Access GOfund - roles that can be selected when utilizing Mailable Fund Statements. For more information, see Mailable Fund Statements
6. Enter Start Date of this individual connection
7. Click on Save & Close
8. Connection is now tied to the fund