Add a designation or designation hierarchy

1. From Fundraising, select Fundraising hierarchies under Fundraising.

2. To add a top level designation of a new hierarchy, on the grid action bar, select Add.

To add a second or third-level designation to a hierarchy, select the double arrows next to a hierarchy to expand its row. On the action bar that appears, and select Add.

For a second or third-level designation, the names and lookup IDs of the parent designations appear to indicate the position of the new designation in the hierarchy.

3. In the Type field, select the type of designation to add. For information about the available types, see Designation Types.

4. Enter a unique name to help identify the designation.

5. In the Public name field, enter how to refer to the designation in reports and correspondence.

6. To help further identify the designation, in the Description field, enter a description of the designation or an explanation of when to apply revenue toward it.

7. In the Category field, select a category to help define the designation, such as Annual or Operating.

8. In the Lookup ID field, enter a unique ID to help quickly search for the designation. For a second- or third-level designation, the Lookup ID preview field displays how the lookup ID appears with the lookup IDs of the parent designations.

9. To enhance the reporting of the designation, select the report codes to associate with the designation.

You can track any type of information with report codes, such as different schools or departments, and filter reports based on them.

10. In the Start and End date fields, select the time period associated with the designation.

While constituents can give to the designation before or after these dates, you can use this information to track when designations were created and how many gifts were received after the designation ended.

Tip: To prevent constituents from giving to a designation, you must make it inactive. For information about how to make a designation inactive, see Mark a Designation as Active or Inactive.

11. Select Save.