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How to create, edit, and archive funds

Funds help you organize and track giving by purpose, such as General Fund, Offerings, or Missions.

🎬 Watch the 30-second video: Contributions: How to create funds

Create a new fund

  1. Go to Contributions → Funds

  2. Click Create fund

  3. Enter the fund name

  4. (Optional) Untick This fund is deductible for a non-deductible fund

  5. Click Create

👉 Log in to Gracely to follow along.

Contributions → Funds. ① Create fund. ② Click a fund name to open it. ③ The ⋯ menu has quick actions. The crossed-out receipt icon marks a non-deductible fund.

If online giving is enabled, the fund can also receive online donations.

① Name of your fund. ② Leave This fund is deductible ticked, or untick it for a non-deductible fund. ③ Create.

Edit a fund

  1. Open Contributions → Funds

  2. Click on the fund you want to edit

  3. Select Edit details

  4. Update the name or deductibility status

  5. Save your changes

Changes apply to future giving only. Past donations stay unchanged.

Edit fund details: change the Fund name or the deductible checkbox, then Save.

Mark a fund as deductible or non-deductible

  1. Open the fund details

  2. Click Mark as non-deductible or Mark as deductible

This setting affects tax statements for donors.

On a fund's page: ① its status (here Non-deductible) ② Edit details ③ Mark as deductible / Mark as non-deductible ④ Archive fund.

Archive a fund

  1. Open the fund you want to archive

  2. Click Archive fund

The same actions are in the ⋯ menu on the Funds list: ① Mark as non-deductible ② Archive.

Archived funds:

  • Cannot receive new donations

  • Keep all historical giving data

  • Still appear in reports

Good to know

  • You must have at least one active fund

  • The General Fund is created by default

  • Archived funds can be reactivated with Unarchive fund

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