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RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center
RealmMinistryPlatformPDSACSAccountingGivingConnectShepherdGrowth MethodGo MethodMissionInsiteGatherHeadMaster ChildcareTrust Center

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Funds

Edit or Delete Funds

Edit a fund, or delete it if no gifts are designated to it.

  1. In the top-left corner, click your site name then Giving. Then click Funds.
  2. In your list of funds, click the ellipsis icon beside a fund and select one of the following:
    • Edit – For details on the fields you can edit, see Funds Field Descriptions. Note that you cannot edit the Fund Type if there are transactions associated with it.
    • Delete – You cannot delete a fund that has gifts designated to it. See Make a Giving Fund Inactive.
  3. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.

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If a fund is outdated but has designated gifts, make it inactive.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 site name then Giving. Then click Funds.
  2. 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.

Make a Fund Active

Reactivate a giving fund.

  1. In the top-left corner, click your site name then Giving. Then click Funds.
  2. Click Inactive.
  3. Click the ellipsis icon beside a fund and select Edit.
  4. Select the Active checkbox.
  5. Click Save.
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Last updated: July 29, 2026

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