How to Set Up and Manage Multi-Fund Giving

Objective

This article provides step-by-step instructions on how to set up and manage multi-fund giving using either the Fund Dropdown Payment Field or the Giving Fund List Field Set. By following these steps, you’ll enable givers to contribute to multiple campaigns or funds in one smooth giving experience.

💡 Why Customize Multi-Fund Giving?

Multi-fund giving makes it easier for donors to support several initiatives in a single transaction. It enhances user experience, improves donation accuracy, and empowers ministries to promote designated giving without added friction.

Set Up Multi-Fund Giving Using the Giving Fund List Field Set

The Giving Fund List Field Set is a flexible, visual option that displays all available funds in a list format.

Key Features:

• Automatically displays all funds set up in Giving.
• Allows hiding of irrelevant funds via Field Set Properties.
• Givers can:
• Enter separate amounts per fund.
• Choose different recurring frequencies and start dates per fund.
• View images and descriptions from Fund Management for each fund.

To Use:

1. Open a published, add a template or create a new Giving form.
2. Edit the form and drag in the Giving Fund List Field Set from the right-hand side.
3. Remove the Fund Dropdown field (if already present).
• ✅ This preserves your form URL—no need to update your Giving Portal link.
4. Use Field Set Properties to manage the visibility of specific funds.
5. Click Save to publish your updated form.

Set Up Multi-Fund Giving Using the Fund Dropdown Payment Field

This method allows donors to select multiple funds from a single dropdown menu.

📌 Note: This feature is enabled on a per-form basis—you decide which forms offer it.

To Enable:

1. Go to your Manager Dashboard.
2. Click the Forms tab from the left menu.
3. Select an existing form to edit, or create a new one.
4. Drag and drop the Fund Dropdown field into the form.
5. Click the gear icon on the field to open Field Properties.
   
6. In the Field Properties window:
   • Click on the Fund Items tab.
   • Check the box: ☑️ Allow Users To Select Multiple Funds To Give To.
   • Select which funds should appear in the dropdown.
     
7. Close the field properties window by clicking Done
   • Make sure to click SAVE or publish in the form editor page after exiting the field properties window.

👉 Click here to watch an instructional video on enabling this feature

FAQs

Can I switch between the Fund Dropdown and the Fund List Field Set? Yes! You can update existing forms by swapping the field type. This will not affect your form URL or require portal updates.

Will fund images and descriptions display with the dropdown? No. Fund images and descriptions only appear when using the Giving Fund List Field Set.

Have Questions or Need Help?

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

• Technical Support: Available Monday–Friday, 8 AM–5 PM CST.
• Product Help: Visit the Help Center or click the ❓ icon in the product for tutorials and step-by-step instructions.
• 24/7 Chatbot Support: Our Help Center chatbot can answer common questions any time—day or night.
• Personalized Support: Contact the Sales Team at sales@ministrybrands.com for guided help through our paid services.

💡 Pro Tip: Many answers can be found for free in our Help Center—no need to wait!

Updated May 08, 2025 05:09