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Funds

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Learn how to add, edit, and archive funds effortlessly. Customize tax-deductible settings and ensure accurate contribution recording. Explore advanced features like merging or deleting funds and organizing funds into folders.

All giving transactions made must be assigned to a fund. Funds can be designated as tax-deductible or not tax-deductible.

Create a Fund

  1. Navigate to "Giving > Funds."
  2. Click "Add Fund" in the upper right corner.
To make the fund Non-Tax Deductible uncheck the box "This Fund is Tax Deductible" when creating or editing your fund.  When creating statements, any contributions put in a Non-Tax Deductible fund will not appear on contributions by default. 

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Wanting a new fund to show on your online giving page? You will also need to Customize Your Online Giving Page to include this new fund as an option that donors can give to. 

Edit a Fund

  1. Navigate to "Giving > Funds."
  2. Click the pencil icon in the row corresponding to the fund you'd like to modify.

Note: Past records will reflect the new fund name when changing the Fund name. However, no giving transactions will be deleted.

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Archive a Fund

  1. Navigate to "Giving > Funds."
  2. Hover your cursor over the Archive icon next to the selected Fund and click the confirmation message to archive: 

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  • Archiving a fund will remove it from all main views (e.g., the Funds listing and Online Giving Settings).
  • All past and recurring contributions will still maintain the archived fund designations. (This is to ensure that unarchiving a fund will retain proper contribution recording.)
  • You can't archive the default fund.

View/Restore Archived Funds

  1. Navigate to "Giving > Funds."
  2. Click the drop-down arrow to the right of the "Add Fund" button and select "View Archived."mceclip2.png
  3. Click the undo icon to the right of the Fund you'd like to restore.

Merge or Delete a Fund

  1. Navigate to "Giving > Funds."
  2. Click the Delete icon (X) in the row corresponding to the fund you'd like to delete (or merge into an alternate fund).
  3. A window will pop up asking which fund you'd like to merge those giving transactions into.
  4. Select the alternate fund and proceed with deleting the current fund. All giving transactions within the deleted fund will be transferred to the alternate fund, effectively merging the two together.

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When you merge a fund that has existing recurring gifts currently assigned, the recurring gifts will take on the new fund that the old fund was merged into. 

Organize Funds

  1. Navigate to "Giving > Funds."
  2. Click the drop-down arrow to the right of the "Add Fund" button and select "Add Folder."
  3. Give the group a name and click "Create Folder."
  4. You can now hover over the name of other funds (or folders) and drag them into the group.

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Assigning Fund ID's

  1. Navigate to "Giving > Funds."
  2. Click "Add Fund" in the upper right corner or edit an existing fund.
  3. Select "More Options" in the bottom-left hand corner.
  4. Assign a Fund ID or organize that fund within a certain folder.

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Can I Split One Fund Into Multiple Funds?

While it is possible to split funds from a giving transaction entry, it is not possible to split an entire fund.

If you would like to split an existing fund across a new fund or several funds, each giving transaction will need to be manually edited to reflect the new fund where they should go. 

Changing your default Fund

To change the default fund used when adding donations, follow these steps:

  1. Navigate to Giving > Funds
  2. Click the pencil edit icon of the fund that you'd like to be the default fund
  3. Click "More Options" on the bottom left corner of the popup window
  4. Check the box "This is the Default Fund"
  5. "Update"

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