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Fund Management
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