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Add or Remove a Fund from a Giving Form

Add or remove a fund from an existing giving form.

  • You must be an administrator to perform this task.

  • If you want to add a fund, it needs to be available for contributors to give to it online.

There are times where you need to add or remove funds from giving forms that already exist. For example, an ongoing general fund is often like a revolving door for funds. Follow these steps to pull them in or take them out of the rotation.

  1. In the top-left corner, click your ministry hub then Realm. Then click Giving > Online Giving Forms.
  2. Click the name of the giving form you want to add a fund to.
  3. Where you see General Settings, click Edit.
  4. Select the checkboxes of the funds you want to add.
  5. Clear the checkboxes of the funds you want to remove.
  6. Click Save.