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
- 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.
- Click Add Fund in the top banner.
- In the new window, add the Fund Name, and complete any other fields that are applicable.*
- Click Save!
- 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.
- 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.
- 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.
- Locate the fund that needs to be edited. In its row, click Action and choose Edit Fund from the dropdown menu.
- Make your changes in the new window.*
- 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.