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...

  1. Click Edit Display Order to reorder how funds appear on your giving portal.
  2. Drag and drop each fund designation into the desired order.
  3. Click Save!
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