Deactivate, Reactivate, or Delete a Fund

Managing Fund Designations

Objective

This guide explains how to deactivate or delete a fund designation when it is no longer relevant, and how to reactivate a previously deactivated fund.

💡 Why Manage Fund Designations?

Deactivating or deleting fund designations helps keep your fund options relevant and prevents donors from designating gifts to outdated funds. This ensures a streamlined and accurate giving process.

How to Deactivate or Delete a Fund Designation

  1. Navigate to your manager portal, click on the gear icon in the top right corner to access your primary account settings, and select the Fund Management card.
  2. Locate the fund that needs to be edited and click the 3-dot ellipses icon on the far right.
  3. Choose Delete Fund or Deactivate Fund from the dropdown menu.
  4. To confirm and finalize, click Yes in the pop-up window.

Important Notes

  • Recurring Schedules: Any recurring schedule will not be affected by deactivating the fund and will continue until the schedule's end date or is manually ended.
  • Parent and Sub-Funds: Actions to a parent fund will also be applied to its sub-fund. Conversely, actions to a sub-fund won't translate to its parent fund.
  • Deleting vs. Deactivating:
    • Deleting a fund is permanent.
    • Deactivating is reversible; any inactive fund can be reactivated. Deactivating a fund will clear its start and end dates.

How to Reactivate an Inactive Fund Designation

  1. Navigate to your manager dashboard, click on the gear icon in the top right corner to access your primary account settings, and select the Fund Management card.
  2. Locate the fund that needs to be edited, click the 3-dot ellipses icon, and choose Activate Fund from the dropdown menu.
  3. To confirm and finalize, click Yes in the pop-up window.

Have Questions or Need Help?

If something isn’t working right, we’re here for you!

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  • Personalized Support: Contact the Sales Team at sales@ministrybrands.com for guided help through our paid services

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