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How to Create a New Giving Fund

  1. Go to Program → Contributions → Contribution Setup

  2. Click Giving Funds



  3. Click Add



  4. Enter the name for the Giving Fund under the Description column.

  5. If Contributions is linked to Accounting, then select an Income Account.

  6. If Contributions is linked to Accounting and you are using Engage Giving, then select a Fee Account.

Changes to income and fee accounts only affect future transactions.


 

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