Note: If you change the tax-deductible status of this fund, the setting you choose will apply to all contributions posted to this fund going forward. It does not update the tax-deductible status of any contributions historically. For that, we recommend using the correction batch option.

1. Go to the Funds page.
   • Using the Navigator Bar, select Funds.
     -or-
   • Using the Funds Card, select Go to Funds.
     
2. If you know the name (or part of the name) of the fund, search for the fund. To see a list of all funds, click the Search button. You can switch to grid view to see more funds on the page at once.  
   
3. Once you find the fund you want to update, click on the Fund Name link.
   
4. Toggle the field labeled "This fund receives tax-deductible gifts." Then, click the save button in the top-right of the page.
   

Updated October 22, 2025 19:12