DMO Funds - Edit: How to change the tax-deductible status of a fund going forward

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.
      Funds_Screen_Nav.png
  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.  
    list_of_all_funds.png
  3. Once you find the fund you want to update, click on the Fund Name link.
    select_fund_from_Grid_view_with_field_choices_highlighted.png
  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.
    tax_deductible_setting.png
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