How to change the tax-deductible status of a fund

NOTE: If you change the tax-deductible status of this fund, how you set it will be the case for all contributions posted to this fund going forward. It does not update any contributions tax-deductible status 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 may change your view 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 that is labeled, "This fund receives tax-deductible gifts.' Then, click the save button in the top-right of the page.
   

April 17, 2023 16:56