Fund Associations

Fund Associations provide a connection between Profile records and Fund records. There are several ways that these records can be associated.

It is possible for a single Fund record to have many Profile records associated with it, or for one Profile to be associated with many Fund records. For example, a Profile could be associated with a Fund as a Founder and as a Donor Advisor. The same Profile could also be associated with more than one Fund in this way.

Create Fund Associations (Profiles)