Your Fund Management page is your home-base for all things fund designations.
View Fund Designations
- Navigate to your manager dashboard, click on Organization (top banner) and choose Fund Management from the dropdown menu.
- From here, you can see all active parent and sub-funds. If applicable, you’ll also see their fund keywords, fund codes, start/end dates, and if they’re hidden from kiosks.
- To see every fund, including inactive funds, select the checkbox by ☑️ Show Inactive Funds.
- You can sort funds by clicking on the column headers.
Editing the Fund Display Order
From your Fund Management page...
- Click Edit Display Order to reorder how funds appear on your giving portal.
- Drag and drop each fund designation into the desired order.
- Click Save!