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How do I add external fund numbers?

Learn how to add external fund numbers to your Giving Day profile and support areas

Aja Hall avatar
Written by Aja Hall
Updated over a week ago

Step 1: Navigate to your Admin Dashboard

If your home page is not your Admin Dashboard, click on the drop down box at the bottom of the screen next to “Viewing Dashboard For” to view a list of organizations that you are an administrator for. Click on the name of your organization you’d like to access.

Step 2: Navigate to your Giving Day Dashboard

From the “Home” tab of your Admin Dashboard on, click on the name of your Giving Day from the Giving Day banner highlighted below.

Step 3: Add External Fund Number(s)

From your Giving Day Dashboard, locate the Other Actions section at the bottom of the page and click the "Add External Fund" button.

Input the external fund number for the corresponding profile/support area and click "Add" to save.

Step 4: View Your Reports

Once you start to receive donations through your Giving Day campaign you will see the provided external fund numbers appended to each applicable gift. Note - external fund numbers can be added after donations have been received and will retroactively apply themselves to applicable gifts.

Scroll over to the "Campaign" column to view the external fund number.

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