How Do I Add, Edit, and Archive Funds on the Giving Form?

Before You Begin

• Permissions Required: You must be an Account Owner, an Admin, or have Limited Access with granted permission to the Giving Product.
• Version Differences: Ensure you make all necessary fund edits in Tithely 2.0 first, and then organize their order in 1.0 if needed. Updates in 1.0 flow into 2.0, but changes in 2.0 do not feed back into 1.0. Detailed articles for 1.0 here. 
• Archiving Warning: If a user has a recurring gift set up with a fund you want to archive, you must either contact them to set up a new recurring gift with an active fund, or manually edit their gift in 1.0 before archiving the fund.

Step-by-Step Instructions

How to Add a New Fund

1. Log in to your Tithely account and select Giving.
2. Select Fund Management from the Giving menu on the left-hand side.
3. Click the +Add Fund button at the top right corner of the page.
4. Enter your new fund details, including the fund name, tax deductibility, visibility on the giving form, and text-to-give default status.
5. Click the Save New Fund button to save and activate your fund.

How to Edit a Fund

1. Navigate to Fund Management within the Giving menu.
2. Click on the specific fund you would like to edit.
3. Update your fund details as needed.
4. Click the Save Changes button.

How to Sort Your Funds

1. Navigate to Fund Management within the Giving menu.
2. Click and hold the drag icon next to the fund you would like to move.
3. Drag and drop the fund into your desired order. Note: To make a fund appear first on the giving form, move it to the very top of the list. The new spot is automatically saved when you release the icon.

How to Archive a Fund

1. Navigate to Fund Management within the Giving menu.
2. Click on the fund you would like to archive.
3. Click the Archive Fund button at the bottom of the edit screen.

How to Unarchive a Fund

1. Navigate to Fund Management within the Giving menu.
2. Click the +Filter button.
3. Check the box for Status, select Archived from the dropdown menu, and click Apply.
4. Click on the archived fund you want to restore.
5. Click the Unarchive Fund button.
6. Confirm your fund settings and click Reactivate Fund.

How to Set a Default Text-To-Give Fund

1. Navigate to Fund Management within the Giving menu.
2. Click on the fund you would like to set as the default text-to-give fund.
3. Click the Make default fund for text-giving toggle so that it turns green.
4. Click the Save Changes button.

Troubleshooting & FAQs

• Can I turn off or deactivate my giving form? No. The giving form cannot be turned off or made inactive. You can hide or archive individual funds so donors cannot give to them, but at least one fund must stay visible. If you need to remove the giving form entirely, please contact our support team.
• Why am I getting a "This Fund Already Exists" error when making a new fund? You likely have a fund with the exact same name sitting in your Archived list. You will need to either unarchive that existing fund or choose a different name.
• What is the difference between an archived fund and a hidden fund? Hidden funds are active but invisible on the public giving form. Archived funds are completely removed from both the public form and your active dashboard view to keep your workspace clean.
• Will donations to an archived fund still show up on tax statements? Yes, as long as the fund was marked as tax-deductible before it was archived, previous donations will still reflect on tax statements.
• What are the best practices for naming a fund? Keep names brief, descriptive, and free of confusing jargon. For example, "Youth Ministry" or "Building Fund" is much clearer to a donor than internal organizational abbreviations.