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Fund Management

Fund Management

Adding, removing, & incorporating fund designations.

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

Fund Management Overview

Become an expert fund designation terminology and management tools.
Drew Penfield avatar
Written by Drew Penfield
Updated over a week ago

Add & Edit Fund Designations

Create a new fund designation. Edit an existing fund designation.
Drew Penfield avatar
Written by Drew Penfield
Updated over a week ago

Parent Funds & Sub-Funds

What are parent/sub-funds and how do I manage them?
Drew Penfield avatar
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.
Kacie Frazier avatar
Written by Kacie Frazier
Updated over a week ago

Multi-Fund Giving Management

How to set up and manage multi-fund giving.
Kacie Frazier avatar
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.
Drew Penfield avatar
Written by Drew Penfield
Updated over a week ago
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