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Category: Account Maintenance

Fund Management: Add, Edit and Delete Fund Designations, Fund Keywords, Parent Funds, and Sub Funds
DESIGN: New Giving Portal
Cancellation Request Information
Add the New Integration Code to your website
How To For Donors: Set Up An Online Giving Account
New Customer Setup Checklist
How To: Generate & Email Donor Contribution Statements
How To: Add & Edit Donor Envelope Numbers
How To: Edit Donor Profiles & Payment Profiles
How to: Add Additional Bank Accounts for Deposits

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