Manage Giving Funds

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

  1. Click Giving > Funds.
  2. On the Funds tab, click the ellipsis icon beside a giving fund and select one of the following:
    • Edit

    • Delete— You cannot delete a giving fund that has gifts designated to it. If you want the fund out of sight, edit it, and clear the Active check box.

  3. If you edit, make any necessary changes, and click Save. If you delete, click Delete again to confirm.