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Home Funds Funds Available Cash Fund Statements Create a Fund Navigate to Funds from the Homepage. Click Create. Next, complete all applicable Edit a Fund Navigate to the Funds page. Click on the Fund ID of the desired Fund. Within the Delete a Fund Navigate to the Funds page. Click on the Fund ID of the desired Fund Before the f Close a Fund Navigate to the Funds page. Click on the Fund ID of the desired Fund Click Close Create Fund Groups, SubGroups & Divisions Navigate to the Funds page. Select List Groups from the left-side menu. Click Cre Add Grant Approvers to a Fund To Add Grant Approvers to a Fund: Navigate to the Funds page. Select Grant Approv Fund Summary The Fund Summary field is used to describe the purpose of a Fund. To add a Fund Fund History The Fund History page shows the lifetime history of a Fund as it relates to Donat Fund Fields & Settings Below are the fields and settings available when creating, editing, or viewing a Create Fund Groups* Funds can be grouped together via Fund Groups, SubGroups and Divisions. To view g Edit Sort Order for Groups, SubGroups or Divisions* Quickly edit the sort order of your Fund Groups, Fund SubGroups or Fund Divisions Default Restrictions* Funds are defined by a standard set of restrictions or types called Fund Restrict Multiple Investment Assets* You can assign more than one investment account to a Fund. Access the fund. Scro Add an Image to a Fund* You can add an image to a Fund. This is optional. Select Funds from your Home pag Add a Beneficiary to a Fund* From the Home page, select Funds Select the Fund which the Grant will originate f Link a Donor to a Fund* If you wish to restrict a Fund to only accept donations from a particular donor, Add a Fund to the Online Public Donations Page* Any Fund you set up can be viewed by the public and by your Fund Advisors on your Remove a Fund from Online Public Donations* You can make Funds Private and remove them from all online pages. Go to Funds Sel Fund Quarter End Balance* To get a Market Value Report or the Quarter Ending Asset Values for a Funds asset Exclude a Fund or Give the Revenue Share amount to another Fund* If you have Fund that you do not wish to be part of Revenue Share you can edit th