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Fund Management & Pledge Drives
Fund Management & Pledge Drives
Adding, removing, & incorporating fund designations.
7 articles in this collection
Written by
Kacie Frazier,
Jessica Moore,
and
Lindsey May
Fund Management Overview
Become an expert in fund designation terminology and management tools.
Written by
Lindsey May
Updated over a week ago
Add & Edit Fund Designations
Create a new fund designation. Edit an existing fund designation.
Written by
Lindsey May
Updated over a week ago
Parent Funds & Sub-Funds
What are parent/sub-funds and how do I manage them?
Written by
Lindsey May
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 & Progress Bar
Set a target 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
Lindsey May
Updated over a week ago