Funds with linked donors restrict the fund from having donations imported or pledges created. If you wish to provide protection from importing to an incorrect fund, then link the donor to the fund.
Having linked donors does not limit donations to the fund from other donors. Other donors can still donate through the Giving Hub, providing the fund is not marked as private, or by entering the donation in CommunitySuite manually.
Link Donors
- Navigate to the Funds page.
- Enter the fund name in the Search Funds field and select the fund from the drop-down list.
- Alternatively, click List All in the left-side menu to view a list of all funds. Click the ID of the fund to which you want to link the donor.
- Alternatively, click List All in the left-side menu to view a list of all funds. Click the ID of the fund to which you want to link the donor.
- Click the Relationships tab.
- Locate the Linked Donors section, and then click Link Donor.
- Enter the donor name in the Search Donor field and select the Donor from the drop-down list.
- Alternatively, click Show List to view a list of all donors, and then click the donor's name to link it to the fund.
- Alternatively, click Show List to view a list of all donors, and then click the donor's name to link it to the fund.
The donor is now linked to the fund on the fund record in the Relationships tab.
You may link more than one donor to the fund by repeating the process.
Unlink Donors
Option 1
- Navigate to the Funds page.
- Enter the fund name in the Search Funds field and select the fund from the drop-down list.
- Alternatively, click List All in the left-side menu to view a list of all funds. Click the ID of the fund to which you want to link the donor.
- Alternatively, click List All in the left-side menu to view a list of all funds. Click the ID of the fund to which you want to link the donor.
- Click the Relationships tab.
- In the Linked Donors section, click Unlink next to the donor you want to unlink from the fund.
Option 2
- Navigate to the Donors page.
- Enter the donor's name in the Search Donors field and select the donor from the drop-down list.
- Alternatively, click List All in the left-side menu to view a list of all donors. Click the ID of the donor you want to unlink from a fund.
- Alternatively, click List All in the left-side menu to view a list of all donors. Click the ID of the donor you want to unlink from a fund.
- Click the Relationships tab.
- Click Unlink next to the fund name in the Linked Funds section.