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RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

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Edit or Delete Funds

Make a Fund Inactive

If a fund is outdated but has designated gifts, make it inactive.

A warning displays when you attempt to delete a giving fund that still has designated gifts associated with it. This prevents you from deleting, but you can still make the fund inactive to clean up your list of active funds.
  1. In the top-left corner, click your ministry hub then Giving. Then click Funds.
  2. On the Funds tab, click the ellipsis icon beside a fund and select Edit.
  3. Clear the Active checkbox.
  4. Click Save.
The fund now displays on the Inactive list.
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Last updated: May 24, 2024