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How to Create a New Giving Fund Set

Giving Sets are used for Batch Contributions Entry to limit the list to only those giving funds that are common for the giving in the batch. Since many churches and organizations have regular giving funds that they use all of the time, or even seasonally, you can create a giving set to help filter the list of funds available.

  1. Go to Program → Contributions → Giving Fund Sets.

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  2. In the Giving Fund Sets window, click Add.

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  3. Enter the name for the Giving Fund Set in the popup window and click OK.

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  4. Drag and drop funds from the Available Giving Funds column to the Assigned Giving Funds column. Click Save when finished.

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