Add & Edit Fund Designations

Below, you’ll learn how to create and edit fund designations. 

Refer back to the Fund Management Overview if you have questions about terminology.

Create a New Fund Designation

1. Navigate to your manager dashboard, click on the gear icon in the top right corner to access your primary account settings and select the Fund Management card.

2. Click Add Fund in the top banner.

3. In the new window, add the Fund Name, and complete any other fields that are applicable.*

4. Click Save!

5. Head to the Forms tab on the left side of your screen. Click the online giving page Form you want the fund to appear on. 

6. Click the Gear Button (as seen below)

7. Click Fund Items

8. Click the box to make sure it is Displayed and Tax Deductible (if applicable).

9. You're done!

*To make this fund a sub-fund, select an option from the Parent Fund dropdown menu. Read more about Parent & Sub-Funds.

Edit an Existing Fund Designation

Need to change a fund designation setting? No need to start from scratch. 

1. Navigate to your manager dashboard, click on the gear icon in the top right corner to access your primary account settings and select the Fund Management card.

2. Locate the fund that needs to be edited. In its row, click Action and choose Edit Fund from the dropdown menu.

3. Make your changes in the new window.*

4. Click Save!

*To change this to a sub-fund, select an option from the Parent Fund dropdown menu. If this is already a sub-fund and you'd like to make it a parent fund, clear the Parent Fund dropdown menu. Read more about Parent & Sub-Funds.