Edit a Fund

  1. Navigate to the Funds page.
  2. Click on the Fund ID of the desired Fund.
  3. Within the Fund window you can Add or Edit:
    • Distribution Types
      • To Add a Distribution Type to the Fund:
        • Click the Add button to add a Distribution Type. 
        • If more than one Distribution Type is listed, click Edit next to Distribution Type.
    • Admin Fee Types
      • To edit an Admin Fee Type:
        • Scroll down to Admin Fee Types.
        • Click the Add button to Add a new fee.
        • Click the Delete button to delete an existing fee. 
    • Investment Accounts:
      • To edit your Investment Account(s):
        • Scroll down to Investment Account. 
        • Click Edit next to Investment Account.
        • Once Edits have been made, click Save. 
  4. To make other changes to the Fund, select Edit from the left-side menu.
  5. Once all edits have been made, click Save.


Fields of Note:

  • Subof Fund - The fund selected will act as the parent fund. In your financial reports, the two funds will be rolled into one line item with the parent fund showing on the report.
  • Affiliate Fund -  When checked the fund is recognized as a separate subordinate organization to the foundation.  
  • Grant Approval - Select at least 1 grant approver if you wish to create grants from this fund. 
  • Statement & Statement Interval - Gives you the ability to generate Fund statements.
  • Promote - Displays the Fund in your Donation Portal.
  • Admin Fee Reduces Spendable - This will reduce the spendable balance of a Fund based on the Admin Fee selected.

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