Overview

FutureFund Connect organizes data into time periods that may be called a “term,” “fiscal year,” or “school year” depending on where you encounter them. Despite the different labels, they all represent the same underlying concept: a year range such as 2025-2026.

Board members, documents, memberships, and other records are all associated with a specific year range. This makes it easy to track what happened during any given period and ensures that historical data stays organized.

How to Work with Terms

1. Look for the term selector in the navigation or on report pages. It typically appears as a dropdown showing the current year range (e.g., 2025-2026).
2. Select the term you want to view. All data on the page will update to reflect that period.
3. Submit documents and assign board members within the correct term. Make sure the term selector shows the year range you intend before making changes.
4. Review past terms by switching the selector to a previous year range to access historical records.

Additional Features

• Board rosters are term-specific — each year range has its own set of board members and roles.
• Document submissions (financial reports, tax filings, insurance) are tracked per term.
• Membership records are associated with a specific year range for accurate reporting.
• Reports can be filtered by term to compare data across years.

Tips

• The label changes based on context (“term” in board settings, “fiscal year” in financial reports, “school year” in membership areas), but they all refer to the same year range.
• When starting a new year, make sure to select the correct term before entering data. Accidentally entering data under the wrong term is a common mistake.
• Most pages default to the current term, but always double-check the selector when viewing reports or submitting documents.