How To Delete a Fund

Funds are pools of pledged income with a shared purpose. Fund Management allows funders to track their planned (committed) and received income, as well as obligated awards and payments, over the life of the fund as it supports awards and opportunities.

Prerequisite: Fund cannot be linked to income sources or opportunity records.

Deleting a fund removes it from the Funds list and deletes corresponding fund-related information.

1. Open Fund Management>Funds.
2. Click the  (Delete icon) next to a fund name.
   
3. In the confirmation pop-up window, click Delete.