How to Edit a Designation Record for 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.

Open the Funds page.
Find the fund that has the designation you want to edit. 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: .

A list of funds matching your search criteria is displayed.

Select the fund's name link fund to open the fund record.
Select the Designations tab.
To edit a designation, complete the following:
1. Select the designation you want to edit by clicking this button: to the left of the designation's name.
2. Edit the desired fields in the designation's record. For descriptions of the fields, go to Fields in the Designation Record.
3. Click to save your changes.