How to Delete a Fund

This topic shows you how to delete a fund from the Funds list on the Fund Management page.


Before you begin, note that the following restrictions apply to deleting a fund:

       You must be an organization administrator with View plus Add/Edit access rights tied to your login credentials.

       The fund must have no pledges currently associated with it.

       The fund must have no contributions currently associated with it.

To delete a fund:

  1. If you manage several organizations, select the desired organization from the Organization list.
  2. Click to display the Fund Management page.
  3. Click to the left of the fund that you want to delete.

A message is displayed asking you to confirm the deletion.

  1. Click .

The fund is removed from the list on the Fund Management page.

 

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