[Donor Management System] Assigning CH Funds to Funds

After learning how CanadaHelps imports your historical Funds and knowing how to add Funds yourself, you can easily assign CH Funds to these Funds.

–> Learn more about Funds vs CH Funds vs GL Accounts vs Campaigns and how to Assign GL Accounts to Funds


Assigning new CH Funds to Funds

Any new CH Fund coming from your CanadaHelps account will need to be assigned to a Fund.

1. Go to the Administer Tab

2. Under CanadaHelpsContribute, select Funds

3. On the next page, you will see a list of all of your:

  • (1) Funds with CH Funds,
  • (2) Funds without CH Funds, and
  • (3) Unnasigned CH Funds

4. Under Unassigned CH Fund, select Assign CH Funds

5. A new page will pop up showing you a list of all the current Unassigned CH Funds

6. Select your desired Unassigned CH Funds (1) and which Fund they should be assigned to (2)

7. When ready, select Done to assign the CH Funds to your desired Funds!


Re-assigning CH Funds to Funds

After assigning new CH Funds to Funds, you can re-assign them to new Funds.

1. Go to the Administer Tab

2. Under CanadaHelpsContribute, select Funds

3. Select Assign CH Funds under Funds with at least one Assigned CH Fund

4. Select your desired CH Funds (1) and which Fund they should be re-assigned to (2)

5. When ready, select Done to re-assign the CH Funds to your desired Funds!

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