Adding Designations to Campaigns and Giving Forms

Designations are set up at three levels. Each level works with what the level above it gives it.

Level	What It Decides
Organization	Which designations exist, how they're grouped, and their order
Campaign	All of the organization's designations, or a subset
Form	Which designations donors see, and how they're sorted

Each designation is created once, for the whole organization. Groups and order are set here too, and nowhere else. See Managing Designations and Organizing Designations.

A campaign either offers every designation in the organization or a selection you choose. It never changes their order.

Go to Fundraising > Campaigns, select a campaign, and click Edit.
Choose how the campaign gets its designations:
- Inherit organization designations checked: The campaign offers every designation in the organization, including ones created later.
- Inherit organization designations unchecked: Choose designations and groups in the Select Designations field that appears.
Click Update Campaign.

If you uncheck Inherit organization designations on a campaign that had a selection before, that selection comes back.

Add by group: Check a group to offer every designation in it, including ones added to the group later.
Designations: Check individual designations that aren't in any group.
Select all / Deselect all: Add or remove every group and designation that matches your search.

In the form editor, open the Donation Options section.

Optionally, choose a Default Designation
Under Enable donor designation choice, check Allow donor to choose where their donation goes.
To let donors split a gift, also check Allow donor to choose multiple designations. For example, a donor could give $50 each to two funds from one $100 gift.
Choose which designations the form offers:
- Inherit designation selection checked: The form offers everything its campaign offers, or every designation in the organization if a subset was not selected for the campaign.
- Inherit designation selection unchecked: Choose designations in the Designations donors can choose field.

Use this chart to understand where a form's designations come from.

Check that the designation is active and not archived.
If the campaign doesn't inherit organization designations, check that the designation, or a group it's in, is selected on the campaign.
If the form doesn't inherit its designation selection, check that it's selected on the form.

Order comes only from the Arrange view. Editing a campaign or form doesn't change it. See Organizing Designations.

How to make designated funds available to donors during the giving process.