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or deleting fund designations helps keep your fund options relevant and prevents donors from designating gifts to outdated funds.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
- 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.
- Locate the fund that needs to be edited and click the 3-dot ellipses icon on the far right.
- Choose Delete Fund or Deactivate Fund from the dropdown menu.
- 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
- 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.
- Locate the fund that needs to be edited, click the 3-dot ellipses icon, and choose Activate Fund from the dropdown menu.
- To confirm and finalize, click Yes in the pop-up window.
Have Questions or Need Help?
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