Create and Edit Gift Designations

Configure designated funds.

To give donors the ability to choose how their gift will be used, you can create designations for them to choose from. This allows the donor to select the appropriate designation during the donation process.

Navigate to Designated Funds

In the iDonate back-office, open the cogwheel menu and select Designated Funds.

Create a New Designated Fund

Select the New Designated Fund button above the designated funds table.

Enter the Label, or title/objective of the designated fund.

Enter the Value, or internal designation ID (visible to and used by only your organization).

Select Create Designated Fund.

Edit an Existing Designated Fund

Select the pencil icon next to the entry in the designated funds table you wish to edit, then select Edit.

Adjust the Label, Order, or Active Status.

Select Save Designation.