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Navigation: Funds Management

Funds Management - Funds

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The Configuring Funds page provides an introduction to the configuration of funds, and the following sections describe how to work with funds:

Creating a Fund

Deleting a Fund

 

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Hint

To help plan out your fundraising campaigns before you create them, download and use these worksheets:

Programs, Funds and Gifts.

Gift/Donation Processing.

Opportunities.  

 

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Information

Refer to the knowledge base for:

Fund Checklist

Fund Tips & Tricks

Troubleshooting a Fund