Add, Edit, and Archive Funds on The Giving Form

Summary: This guide provides a comprehensive walkthrough for managing your Tithely Giving funds, detailing how to add new funds, edit settings, sort their order on the Giving form, archive outdated funds, and set a default fund for Text-to-Give to streamline donor contributions.

Before You Begin

• You must have the necessary permissions to access Tithely Giving and Fund Management.
• Best Practice: Keep Fund Names clear, concise, and descriptive while avoiding jargon.
• If a recurring gift is tied to a fund you wish to archive, you must contact the donor to update their gift first.

Step-by-Step Instructions

Add or Edit a Fund

1. Log in to your Tithely account.
2. Select Giving, then Select Fund Management.
3. To Add: Click + Add Fund. Enter the Fund Name, set its tax-deductible status, visibility, and Text-to-Give default (if applicable). Click Save New Fund.

4. To Edit: Click on the existing fund you’d like to update. Update the details as necessary and Click Save Changes.

    

Sort Your Funds

1. Log in to your Tithely account and Select Giving > Fund Management.
2. Click and drag the drag icon (three lines) next to the fund you want to move.
3. Drop it in the desired position. [The new order is saved automatically. Helpful Tip: Move your most important fund to the top for better visibility.]

Archive a Fund

1. Log in to your Tithely account and Select Giving > Fund Management.
2. Click on the fund you want to archive.
3. On the Edit Fund screen, click Archive Fund. [The fund is removed from the active list but can still be accessed via the “Archived” filter.]

Un-Archive a Fund

1. Log in to your Tithely account and Select Giving > Fund Management.
2. Click + Filter and check Status.
3. Choose Archived from the Status dropdown and Click Apply.
4. Locate the archived fund and Click on it.
5. Click Unarchive Fund, then Confirm the settings and Click Reactivate Fund.

Setting Your Default Text-To-Give Fund

1. Log in to your Tithely account and Select Giving > Fund Management.
2. Click on the fund you want to set as the default.
3. Toggle Make default fund for text-giving to green.
4. Click Save Changes.

Troubleshooting & FAQs

• What happens if a fund has a recurring gift when I try to archive it? The system will prevent archiving. You must contact the donor to have them update their recurring gift or edit it yourself.
• Why should I keep fund names brief and descriptive? Shorter, clearer names like “Missions Fund” prevent confusion and make it easier for your givers to contribute to the cause they care about.
• Can I find an archived fund on the dashboard? No, archived funds no longer appear on the dashboard but are accessible by applying the "Archived" filter in Fund Management.