Add & Manage Funds
The second tab of your Settings Panel is the Funds Tab. Whereas the GivingFlow Panel includes all the options for designing and installing your GivingFlow, the specific funds that will appear in the GivingFlow are found here in your Settings Panel.
Let's explore how to add and manage funds!
Add a fund
To add a fund, click on the Add New + button.
Then, enter the fund name and click the Save Changes button. Immediately, this fund will be visible in your GivingFlow.
Keep in mind...
- You can have as many funds visible; however, we recommend having about 7 or less visible to help keep your GivingFlow as decluttered and easy to follow as possible.
Manage your funds
Rename a fund
If you made a spelling mistake when first adding a fund, or if a fund has changed title, don't worry! You can always easily rename the fund.
To rename a fund, simply click on the fund name itself. Once you've renamed the fund, click the Save Changes button.
If you decide to not rename the fund, you can always click the X button instead.
Hide a fund
If you want people to be able to donate to a specific fund, but you'd rather not have it visible in your generic GivingFlow on your church's website, hiding the fund might be the option for you. In doing so, you can hide a fund but send a special URL to donors that, when clicked, will open a GivingFlow with that fund visible for them to give towards.
To hide an active fund, click on the dropdown menu in the Visibility column and choose Hidden. You can always make this fund visible again by selecting Always Shown instead.
For more information on how to share your GivingFlow where your hidden fund is made visible, click here.
Tax deductibility
Though RebelGive is specifically designed as a giving platform (thus it is geared towards tax deductible giving), you can always create a fund that is non-tax deductible.
Why would you want to select No? Perhaps you have an event coming up that you want people to use RebelGive to pay for it. Perhaps your church is selling a book or t-shirt. Setting a fund as not tax deductible is the perfect way to use RebelGive to receive payments for these situations. (We recommend limiting the use of RebelGive in this way, however, simply for the reason that RebelGive is first and foremost an online giving platform.
To change whether a fund is tax deductible or not, simply click the dropdown menu of the fund you wish to change under the Tax Deductible column and select the option of your choice: Yes or No. All funds will automatically start out as tax deductible, unless otherwise selected.
Active vs. inactive funds
While you'll most likely keep the majority funds active, you may need to turn off others that are seasonal or that you may not need again.
To set a fund as Inactive, simply click the toggle switch under the Status column. You can always set the fund as Active again by clicking the toggle switch again.
Reorder your funds
The order that your funds appear in your Funds Tab is the same order they will appear in your GivingFlow.
To rearrange the order of your funds, click on the two-lined icon to the right of your fund. Then, drag and drop the fund in your preferred order. These changes will be reflected immediately in your GivingFlow.
Delete a fund
While you cannot delete a fund once it's been created, you can always set a fund to Inactive. This prevents anyone from being able to see the fund in your GivingFlow, thus preventing them from donating towards that fund.
The reason you cannot delete a fund is to ensure gifts given to a fund in the past remain true to the records, as gifts cannot be associated with deleted funds.
What about that General fund?
You may have noticed the General fund has less options than any other fund you create. This is because there must always be a default fund to give to if all other funds are deactivated. (This is especially important if a recurring gift is associated with a fund that's recently been deactivated. That gift will continue to give to the General fund instead.)
You can still change the name of the General fund to be whatever you'd like. Additionally, you can also choose whether this fund is tax deductible or not. What you cannot choose is whether the fund is visible or active.