The chesed fund: families you help
Keep the families your organization helps completely apart from donors — who they are, what they asked for, and what was given from which fund.
Before you start
- Your login has "See the chesed fund & gemach". Owners and Admins have it.
- 1
Open the chesed fund
Click "Chesed & gemach" in the top bar. You're on "Chesed fund". The boxes show "Families helped", "Given out this year" and "Applications waiting".
Only people you allow can see this page. - 2
Add a family
Under "Add a family" type the name, Hebrew name, phone, city, address and "People in household". Click "Add".
The family's details. - 3
Record what you gave
On the family's page, under "Given", type the amount, how ("Check", "Cash", "Card", "Gift card", "Food voucher", "Other"), the date, "From fund…", and a check or card number. Click "Record".
Open a family from "Families" to record help. - 4
Use funds
"From fund…" lists your designations, so you can see money in and out of each fund (e.g. "Kimcha d'Pischa").
- 5
Private notes
Under "Details" keep "Private notes" and untick "Still helping" when you stop.
Tips
- Families here are not in People — they never get receipts, appeals or bulk messages.
- Search by English or Hebrew name at the top of "Families".
If something isn't working
"How much was given?"
Type an amount above 0.
A staff member can see the chesed fund who shouldn't.
In Settings → Team & roles, untick "See the chesed fund & gemach" for them.