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Archive a Fund

Once you log in to the OSV Hub, select Giving and then Funds

You will see a list of all your existing Funds. If a fund has had any donation given it can only be archived and not deleted.  To Archive a Fund, click anywhere on the fund row to open the Fund Details.

From the fund Details, select the kebab in the top right to see the options within this Fund and choose Archive.

When you select Archive you will be taken to a confirmation page and you will need to type in Archive to confirm you are aware that by archiving this fund you will remove it from the list of funds your donors will see and cancel any active gifts.  You will see a notification in red of how many funds will be canceled by completing this action. Once you have typed in Archive you will be able to select to the Archive Fund button.

Once a Fund has been archived you will now see an Archived Funds section below where you can see the Fund information.  By clicking the kebab to the right of the Fund you can choose to Reactivate the Fund.  Reactivating the Fund will not reactivate any gifts that were canceled when the fund was archived.

Tags:archiveDelete Fundremove

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