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How To Edit A Fund

Editing a Fund in Giving Step by Step

 

You can update the details of an existing fund, including its name and description, through the Funds section in your dashboard.

How to Edit a Fund

  1. Navigate to the Funds Section – In your Organizational Dashboard, click on the Funds tab.
  2. Select the Fund to Edit – Locate the fund you want to update.
  3. Click the Edit Icon – Under the Actions column, click the pencil icon to open the editing options.
  4. Modify Fund Details – Update the fund name and description as needed.
  5. Save Changes – Click "Save Fund" to apply the updates.