How To Create a Fund

A fund is a designated area where individuals can direct their donations, often referred to as a campaign or giving category.

How to Create a New Fund

1. Access the Funds Section – In your dashboard, select the Funds tab from the navigation menu.
2. Create a New Fund – Click the blue “New Fund” button in the top right corner.
3. Enter Fund Details – Give your fund a name (e.g., Summer Camp), add a description (optional), and set its status to Active or Inactive.
4. Save the Fund – Click Save Fund to make it available on your donation page.

Managing Funds

• Funds appear in the dropdown menu on the donation page once saved.
• You can edit existing funds as needed.
• Deleting a Fund – A fund can only be deleted if no donations have been received. To delete, click the trash can icon next to the fund and confirm deletion.

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