How to Add a Designation Record to a Fund

What Are Designations?What Are Designations?

Designations provide ways for donors to indicate exactly how they want their gift to a fund to be spent. Designations provide choices that donors can select to allocate all or a portion of their gift to a favorite ministry or activity. For example, suppose that a hurricane relief fund is set up with different designations (categories of giving), such as food for volunteers, medical and rehabilitation supplies for victims, and disaster-relief equipment. When donating to this fund, a donor can select one or more of these categories to indicate exactly where they want their gift to be used.

Designation SetupDesignation Setup

The Designations setup enables you to add designation choices to a fund. These choices represent different categories or areas of need to which donors can direct all or portions of their gift to a fund.

Open the Funds page.
Find the fund you want to add a designation record to. To quickly find the desired fund, use the Search or Filter function.

To find out what content a search accepts, hover your mouse over this input hint: .

Select the fund's link to display the fund record.
Click the Designations tab to open the Designations Setup page.

This page lists all designations currently set up for the selected fund.

In the upper-right, click (Add Designation) to open a new, blank designation record.
Enter details into the record's fields. Note that an asterisk indicates a required field. For descriptions of the fields, go to Fields in the Designation Record.
Click to save the record.

The designation is added to the fund and appears in the list on the Designations tab. The designation is also added to every pledge record associated with the fund.

How to Add a Designation Record to a Fund

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