Fund Management

Adding, removing, & incorporating fund designations.

6 articles in this collection
Written by Drew Penfield and Kacie Frazier

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

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