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Funds

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8 comments
  • For some reason I am not seeing a pencil icon or an "X" beside each fund...I accidently added a fund that was already listed and would like to delete it. If I read the above article correctly, I should have an option to edit or delete beside each listed fund. Am I doing something wrong?

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  • @ldzuercher You are correct, you should be able to edit a Fund that you've created by clicking on the little pencil icon to the right of the Fund name. You have to hover over the fund name in order for the pencil icon to appear. If you still are not seeing that option, reach out to us via email at support@breezechms.com so we can serve you more thoroughly! 

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  • Is there a video clip explaining funds?  

    Thanks Paula

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  • @secretary

    Hi Paula! I believe that our Breeze University may be a great tool in helping you understand more about funds and how they interact in all of the Contributions module. 

    https://www.breezechms.com/university 

    Look for the section titled "Contributions." Hope this helps!

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  • Will this same folder technique work under Pledges, or only for Funds?

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  • Hi @peg!

    Great question! Currently within Pledges, there is not a way to organize them into folders. All funds though, whether they are pledge funds, non-taxed or taxed can be set up inside of Folders.

    Hope this is helpful!

    Cheers,

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  • We currently have our funds named with the year.  Can we remove the year on the fund?  I am thinking because we pull our reports by date, the year doesn't need to be on the name of the fund. Or do we need to have the fund with the year on for each year of giving?

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  • Hey @zioninfo!

    Thanks for reaching out with this great question!

    You can absolutely remove the date on your fund if needed! You can do this by editing the fund, and removing the date from the name (See "Edit a Fund" section in the article above)!

    While this is the case, we do recommend having the year listed on funds that are being used for your pledge campaigns, and creating a new fund for a new year pledge campaign as this can help keep things organized for each yearly pledge campaign, especially in situations where a donor pre-pays for a pledge for the following year (i.e. paying towards a 2022 pledge in 2021). 

    I hope this helps! :) 

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