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How to Create a New Giving Fund

  1. Go to Program → Contributions → Giving Funds.

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  2. Click Add at the bottom of the window.

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

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  4. If the new fund is not tax-deductible, put a check in the Not Tax-Deductible column.

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  5. If Contributions is linked to Accounting, then select an Income Account. If not, go to step #7.

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  6. If Contributions is linked to Accounting and you are using Engage Giving, then select a Fee Account. If not, go to step #7.

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Changes to income and fee accounts only affect future transactions.

  1. Save changes when finished.

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