How to change the tax status of a fund to tax-deductible or to non-tax-deductible

To edit a fund, you must be an organization administrator with "View" plus "Add/Edit" access rights assigned to your login credentials

1. Go to Offering → Funds.
2. Select the Edit Icon (pencil/paper) to the left of the fund you want to edit.
   
3. Select the Edit button at the bottom of the fund window.
4. You will see the Tax Status field called Tax Deductible at the bottom/left of the edit window. You may change this status by clicking into the box.
   
   • When the box is marked, the tax status is Tax Deductible and contributions toward this fund will be listed on Contribution Statements.
   • When the box is unmarked, the tax status is Non-Tax Deductible and contributions towards this fund will not be listed on Contribution Statements.
5. Click the Save button at the bottom of the Edit Fund window.