Edit Associated Organization Setting

This article provides steps to set the option on the settings card to enable associated organizations.

Enabling the Associated Organizations feature allows the system to ask the donor for their desired associated organization when setting up a fund.

When tracking funds and donations, a diocese may want to track the parish a donor belongs to when they give a gift so the gift can be attributed to the specific parish.


Complete these steps to set the option on the Giving Settings card:

1 From the Settings Card either click on Enabled on the card or click on the ellipsis to view the drop-down menu.

2. From the drop-down menu select Edit Associated Org Setting.

3. Place a checkmark in the box titled Enable associated organizations.

4. Click on Save to process.

Note* The setting cannot be disabled once organizations become associated.

View the process.


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