We use Fund categories to group philanthropic funds, so having the ability to filter gifts by Fund category within Recognition Rules would make rule configuration much more sustainable.

Currently, each individual Fund must be selected. When a new Fund is created, someone must remember to return to the Recognition settings and manually add it to the relevant rules. This creates ongoing maintenance and increases the risk of new Funds being unintentionally excluded.

Allowing rules to use Fund category would mean new Funds could automatically fall within the appropriate Recognition Rules based on their existing classification. It would also significantly reduce the effort required to configure new recognition programs, particularly where a large number of Funds are involved.