Fund Management

Managing your giving funds (giving types in 1.0) is easy with Giving 2.0! 

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.

How to Add a New Fund

1. Login to your Tithely account.

2. Select Giving on the left-hand menu.

3. Select Fund Management from the Giving menu on the left-hand side of the page.

4. Click the Add Fund button in the top right-hand corner of the page.

5. Add the new fund details:

   • The fund name.

   • If the fund is tax deductible.

   •  If you'd like the fund to be hidden or visible on the Giving form.

   • If you'd like the fund to be the default text-to-give fund.

     

6. Click the Save New Fund button to save changes and add your new fund.

How to Edit a Fund

1. Login to your Tithely account.
2. Select Giving on the left-hand menu.
3. Select Fund Management from the Giving menu on the left-hand side of the page.
4. Click on the fund you'd like to edit.
5. Update your fund as needed.

6. Click the Save Changes button.

   

How to Sort Your Funds

1. Login to your Tithely account.
2. Select Giving on the left-hand menu.
3. Select Fund Management from the Giving menu on the left-hand side of the page.

4. To sort your funds, click the drag icon (pointed out by the arrow in the image below) and drag the fund you'd like to move. You can simply drop (unclick) the fund in the order you'd like.

   

5. That's it! Once you release the icon, the fund is automatically saved in its new spot.

How to Archive a Fund

1. Login to your Tithely account.
2. Select Giving on the left-hand menu.
3. Select Fund Management from the Giving menu on the left-hand side of the page.

4. Click on the fund you'd like to archive.

5. With the Edit Fund screen open, click the Archive Fund button.
   

Please Note: When a fund is archived, it is no longer visible on the dashboard. This allows you to keep a clean dashboard.
Hidden funds (funds that are not visible on Giving Forms) are different from Archived funds. When a fund is hidden, an admin can see the fund on the dashboard but it is not visible in the Giving app or Giving form.

How to Un-Archive a Fund

1. Login to your Tithely account.
2. Select Giving on the left-hand menu.
3. Select Fund Management from the Giving menu on the left-hand side of the page.

4. Click the +Filter button.

   1. Check off Status.

   2. Select Archived from the Status dropdown.

   3. Click apply.

      

5. Locate fund you'd like to unarchive and click on it.

6. Click Unarchive Fund.

   

Setting Your Default Text-To-Give Fund

1. Login to your Tithely account.
2. Select Giving on the left-hand menu.
3. Select Fund Management from the Giving menu on the left-hand side of the page.

4. Click on the fund you'd like to set as the default text-to-give fund.
   You can see which fund is currently set to default on all Edit Fund cards (see image below).

   

5. Click the Make default fund for text-giving toggle so that it turns green.

   

6. Click the Save Changes button
   You will now be able to see the new default fund from the dashboard.