Set up Frequency Options for a Fund

The Frequency Page enables you to configure the default payment frequency values (weekly, monthly, quarterly) available for givers to select when they are setting up pledges for the selected fund.

    • Navigate to the Funds page:

      • In the Navigator Bar, select Funds.
        -or-
      • In the Funds Card, select Go to Funds.
  1. Find and select the fund. See How to search for a fund.
  2. Click the Frequency tab.
    The Frequency page lists each frequency type and their related options.
    Frequency Tab Screen.png
  3. Click the pencil action button to update any frequency type options. See the in-application help files for the definition of each option.
  4. Each frequency type marked as active will be available for you to select when setting up their Pledges or Contributions.

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