How to Adjust Giving Fund in Tithely 1.0

Wondering how to adjust the fund of a recurring donation? Adjusting giving funds can be helpful when a donor donates to the wrong fund and/or requests a change. We suggest updating giving funds only at the donor's request. Below we will cover how to edit the fund of a recurring gift. If you need assistance with adding a missing giving fund in the 2.0 area, please refer to the article Adding A Missing Giving Fund for detailed instructions.

Adjusting Funds in 1.0

  1. Log into Tithely as an Admin. 
  2. Select Giving.
  3. Select Back to 1.0.
  4. Select Giving.
  5. Select Giving Statements.
  6. Select View Giving Statements.
  7. Locate the transaction you would like to adjust. 
  8. Select the Pencil Icon under the name of the donor. 
  9. Select the Giving Type.
  10. Select Save
    Note: These changes will take effect immediately. 

You have successfully adjusted the Giving Type (Fund) for your donor's transaction. It's important to note that there may be tax implications for your donors when updating funds from tax-deductible to non-tax-deductible funds.