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  1. ParishSoft
  2. ParishSOFT Family Suite (PSFS)
  3. Offering
  4. Fund Management

Fund Management

Setting up and maintaining funds.

  • Add a Goal Group to a Fund
  • Add a pledge requirement to a fund
  • Add Funds
  • Change the Fund Dates
  • Change the tax-deductible status of a fund going forward
  • Delete or hide a fund
  • Edit a fund
  • Edit a Goal Group
  • Generate a list of funds (which shows new Fund IDs)
  • How to Remove a Goal Group from a Fund
  • Manage Fund Permissions by Fund
  • Managing fund permissions by staff
  • Remove a pledge requirement from a fund
  • Remove Goal Records from a Fund
  • Search for a fund
  • Set up a Fund to Receive Sustaining Gifts
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