Fund Management

Adding, removing, & incorporating fund designations.

7 articles in this collection
Written by Drew Penfield, Kacie Frazier, and Jessica Moore

Fund Management Overview

Become an expert fund designation terminology and management tools.

Written by Drew Penfield
Updated over a week ago

Add & Edit Fund Designations

Create a new fund designation. Edit an existing fund designation.

Written by Drew Penfield
Updated over a week ago

Parent Funds & Sub-Funds

What are parent/sub-funds and how do I manage them?

Written by Drew Penfield
Updated over a week ago

How to Add a Note, Comment, or Memo to a Fund

Need to gather more information about a gift to a specific Fund? Enable a note field to appear based on each Fund.

Written by Kacie Frazier
Updated over a week ago

Setting a Fund Goal

Set a max dollar amount for gifts received to a specific fund.

Written by Jessica Moore
Updated over a week ago

Multi-Fund Giving Management

How to set up and manage multi-fund giving.

Written by Kacie Frazier
Updated over a week ago

Deactivate, Reactivate, or Delete a Fund

When a fund designation is no longer relevant, temporarily deactivate it or delete it completely.

Written by Drew Penfield
Updated over a week ago