Skip to main content
SStandShare

Turn fund deductions on or off for an event

Admin Coordinator

This guide explains how Coordinators and Admins control whether fund deductions (General Fund and Board Fund) are applied during event settlement.

What Is Fund Distribution?​

When an event is settled, the settlement engine calculates how to divide the event revenue. By default, a percentage of revenue is deducted for organizational funds before the remainder is distributed to families:

  • General Fund -- A percentage (e.g., 6%) deducted from event commissions to fund general organizational operations.
  • Board Fund -- A percentage (e.g., 3%) deducted from event commissions to support the board of directors and administrative costs.

The remaining amount after these deductions is divided among the families whose workers attended the event.

tip

The default percentages for General Fund and Board Fund are configured in Settings > System > Fund Configuration. Only Admins can change the default percentages. The toggle described here controls whether these deductions are applied at all for a specific event.

When to Toggle Fund Distribution​

You might disable fund distribution for certain events:

  • Charity or volunteer events where all proceeds go directly to families.
  • Special fundraiser events that the board has exempted from organizational deductions.
  • Correction events created to adjust balances without additional fund deductions.

Access the Fund Distribution Toggle​

  1. Navigate to Events from the main sidebar.
  2. Click on the event you want to modify.
  3. Click Edit to open the event editing view.
  4. Locate the Fund Distribution Enabled toggle.

Toggle General Fund and Board Fund​

The fund distribution toggle is a single on/off setting per event:

  • Enabled (default) -- Both General Fund and Board Fund percentages are deducted during settlement, as defined by the settlement template line items.
  • Disabled -- No organizational fund deductions are applied. The full net amount (after any other fees) is distributed to families.

To change it:

  1. In the event edit view, find the Fund Distribution Enabled checkbox.
  2. Check the box to enable fund deductions, or uncheck it to disable them.
  3. Click Save Changes.
warning

Changing the fund distribution toggle on an event that has already been Settled has no effect unless you reverse the settlement and re-settle. Always verify this setting before committing a settlement.

Impact on Settlement​

When fund distribution is enabled, the settlement engine processes all line items in the assigned template, including those that direct revenue to the General Fund and Board Fund.

When fund distribution is disabled, the settlement engine skips or zeroes out line items that apply to organizational funds (items with an "Applies To" value of Org Fund). This means:

  • Family payouts increase because no org-level deductions are taken.
  • The General Fund and Board Fund receive no credit from this event.

You can preview the exact impact before committing by using the settlement preview. See Settle Events for details.

Example​

Consider an event with $1,000 in total commissions, a 6% General Fund rate, and a 3% Board Fund rate:

SettingGeneral FundBoard FundNet to Families
Fund distribution enabled$60.00$30.00$910.00
Fund distribution disabled$0.00$0.00$1,000.00

Next Steps​