Kestrel

Guide

Foundation board

Version 1.1 ·Updated 2026-10-25

Next reviewed by 2027-04-25.

Written for each member of a school's staff, from the registrar to IT, and the families using the portal.

For a member of the Foundation board, who reads the year's giving by fund, campaign and appeal, with no donor named.

All guides, including the first steps each member of staff takes. The training for this role takes these tasks in sessions.

Read the Foundation board pack

Foundation, Board pack

Needs advancement.report.aggregate.

  1. Open Foundation and choose Board pack.
  2. Read this financial year’s giving so far beside the whole of last year. Narrow the table to funds, campaigns or appeals where needed.
  3. Use the totals for governance. Board access provides no donor names or individual gifts.