How to add a designation for a fund

The Designations page enables you to structure a fund so that donors can split contribution amounts to direct their gifts to multiple functional areas. Once designations have been added, they are applied in the Pledge Record.

1. Go to the Funds page:
   • Select Funds from the Navigator Bar -or-
   • Select the Go to Funds page link listed on the Funds Card.
     
2. Select the fund following the instructions in this article, How to search for a fund.
3. Click the Designations tab.
   
   • Designations that have been previously added will be listed.
4. From the action buttons on the Designations page, select the add action button.
   
   • A new line item will display.
     • Enter the name of the designation.
     • The designation will automatically be marked as Active, so if you want to make it inactive, you will have to edit the designation after you save it. 
     • If you decide not to add/save the new record, select the undo action button which will remove the line item.
5. Click the save action button.
   
6. Click the link to learn how to apply fund designations to a pledge.

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Updated September 20, 2024 16:11