Adding A Missing Giving Fund

In this article, we will learn how to add a giving fund to a transaction that is missing a fund designation. This is important and helpful for keeping your records up to date and sending out end-of-year tax statements. If a transaction does not have a giving fund associated with the transaction the transaction will not be included in a donors end of the year tax statement.

Adding A Giving Fund

User Permissions needed to access Giving 
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.

  1. Log into your Tithely account.
  2. Select Giving.
  3. Select Transactions.
  4. Locate the transaction with a missing or incorrect giving fund.
    Note: Adding the view 'Fund Name' column will help you locate any transaction with a missing fund name.
  5. Select the transaction to expose the transaction details card.
  6. Select + Add Fund.
  7. Select the correct Giving Fund in the drop-down menu.
  8. Select Save.
    Note: You will not be able to edit this transaction once you have added and saved a giving fund

You have now successfully added a giving fund to your transactions! You can now proceed to send out your end-of-year tax statements or create accurate reports. If you have any more questions, please don't hesitate to reach out to our support team.

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