Change the Fund Dates

Learn how to adjust a fund’s start and end dates to reflect accurate campaign timelines and reporting periods. Fund dates are optional. You may blank them out if your organization allows pledges and contributions to a pledge unrestricted by date.

Note: If you are here due to an error message received when posting a contribution or pledge, close the error message screen and dismiss the error bar.

  1. Navigate to the Funds page:

    • In the Navigator Bar, select Funds.
      -or-
    • In the Funds Card, select Go to Funds.
  2. Select the fund following the instructions in this article, How to search for a fund.
  3. In the Fund tab, under Fund Dates
  4. To choose a new date or add a date, simply click the date icon and go through the calendar options.
  5. Click the save icon in the upper right corner.

Fund Dates Screen.png

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