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  1. Giving Help Desk
  2. Account Basics
  3. Account Setup
  4. Fund Management, Pledge Drives and Second Collections
  5. Fund Management

Fund Management

  • Enhancing Engagement with the Impact Report
  • Fund Management Overview
  • Add & Edit Fund Designations
  • Deactivate, Reactivate, or Delete a Fund
  • Parent Funds & Sub-Funds
  • Multi-Fund Giving Management
  • How to Add a Note, Comment, or Memo to a Fund
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