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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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If you are entering pledged funds with annual or repetitive pledges (not simply multi-year pledges), create a separate giving fund for each pledge period. For example, if people have made pledges for 2022 to the general and mission funds of the church, you might create a General 2022 fund and a Missions 2022 fund. Likewise, if there is a building campaign that people pledged to give over a three-year period, you might have a Building 2022-2024 fund. In this way, you are sure to credit donations against the pledge made.

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

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The Not Tax-Deductible and Inactive checkboxes can be overridden at the time a donation is entered.

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

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  2. If Contributions are 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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