Change Fund Name

This article provides information on how to change the fund name. 

After setting up a fund, you can change the fund name on the Fund Details page. However, changing the fund's name breaks existing bookmarks, QR Codes, and URLs for the fund, and you will need to create new bookmarks and/or QR Codes.

 

Complete the following steps to change the fund name:

1. In Giving, select Funds in the main menu.

2. Select the fund to view the Fund Details page.


3. Click the ellipsis to view the drop-down menu.


4. In the drop-down menu, select Edit Fund Settings.


5. Enter the updated Fund Name

Note* Changing the fund's name breaks existing bookmarks, QR Codes, and URLs for the fund, and you will need to create new bookmarks and/or QR Codes. 


6. Click Save.


Note* The video is best viewed at full screen. Press Esc on your keyboard when you are finished viewing. 

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